175: Jason Barsema - The Protective Investing Strategy Wealthy Clients Want
About this episode
In this episode, Brad Johnson interviews Jason Barsema about protective investing strategies for wealthy clients.
SPONSORED BY BELAY If you’re an advisor and you’re still scheduling your own appointments, sending your own follow-up emails, or dealing with other tasks keeping you from bringing on other clients, you’re the bottleneck. BELAY helps busy leaders find world-class Virtual Assistants who can take tasks off their plate, protect their time, and help them stay focused on the work that actually moves the business forward. Learn more about BELAY and find the right assistant for your business here: http://belaysolutions.com/dbdl ABOUT TODAY'S EPISODE Building the right portfolio for clients is hard enough. But today, advisors are also trying to manage market risk, protect retirement income, navigate stretched valuations, and help clients stay confident when the next market cycle tests the plan. That’s why I’m excited to sit down with Jason Barsema. Jason is the Co-Founder and President of Halo Investing, an award-winning platform that helps advisors access and manage protective, outcome-based investments like structured notes, annuities, insurance solutions, and other advanced wealth strategies. In this episode, we talk about protective investing, defined outcome strategies, and why…
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