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Halo Investing
เข้าร่วมเมื่อ 20 ก.ย. 2022
Welcome to Protective Investing, we're glad to have you.
Important Disclosures: haloinvesting.com/disclaimer
Important Disclosures: haloinvesting.com/disclaimer
Limited Resources? Here are Three Marketing Ideas for Financial Advisors
Whether it's time, budget, or simply team-power, many financial advisors are working with limited resources when it comes to marketing their business. But having a strong brand credibility and online presence is crucial to the success and growth of a business.
In this episode of Chats with Vlad, Halo’s Head of Growth and Marketing, Vlad Moldavskiy, covers the top three marketing tactics financial advisors should focus on if they are working with limited time and resources.
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Halo is an award-winning platform that disrupts how investment portfolios are built by democratizing access to protective investment solutions.
At Halo, we are driven to improve financial outcomes for all investors.
For more on Halo Investing, our technology, and the products we offer, visit our website: haloinvesting.com/
To get started on our Structured Notes 101 series, including what are Structured Notes and where Structured Notes fit in a portfolio visit our resource center: haloinvesting.com/resources/structured-notes-101/
Content discussed is provided for educational and information purposes only. Halo Investing makes no investment recommendations and does not provide financial, tax, or legal advice.
In this episode of Chats with Vlad, Halo’s Head of Growth and Marketing, Vlad Moldavskiy, covers the top three marketing tactics financial advisors should focus on if they are working with limited time and resources.
______________________________________________________________________________
Halo is an award-winning platform that disrupts how investment portfolios are built by democratizing access to protective investment solutions.
At Halo, we are driven to improve financial outcomes for all investors.
For more on Halo Investing, our technology, and the products we offer, visit our website: haloinvesting.com/
To get started on our Structured Notes 101 series, including what are Structured Notes and where Structured Notes fit in a portfolio visit our resource center: haloinvesting.com/resources/structured-notes-101/
Content discussed is provided for educational and information purposes only. Halo Investing makes no investment recommendations and does not provide financial, tax, or legal advice.
มุมมอง: 18
วีดีโอ
How to Measure Effective Digital Marketing for Financial Advisors
มุมมอง 52 หลายเดือนก่อน
A common question financial advisors face: “How do I know my digital marketing efforts are working?” On this episode of Chats with Vlad, Halo’s Head of Growth and Marketing, Vlad Moldavskiy, discusses the two key metrics to focus on when getting started in digital marketing for financial advisors specifically to know whether or not your efforts are effective. Halo is an award-winning platform t...
How to Begin Marketing Yourself as a Financial Advisor
มุมมอง 82 หลายเดือนก่อน
When faced with the task of marketing for your financial business, it can be tough to decide where to start, what to focus on, and exactly how to accomplish your goals. Halo’s Head of Growth and Marketing, Vlad Moldavskiy, breaks down a clear roadmap on how to establish your goals so you can have a clear launching pad for all of your marketing efforts. Halo is an award-winning platform that dis...
What are Market-Linked CDs?
มุมมอง 1292 หลายเดือนก่อน
Market Linked Certificates of Deposits, or Market Linked CDs are similar to conventional CDs, but they’re unique because they allow for potential capital appreciation. Whereas conventional CDs feature a fixed rate of return. MLCDs can be used for risk mitigation, investment income production and general investment diversification. Structured Notes can be a good investment if you understand how ...
What are Principal Protected Notes?
มุมมอง 2672 หลายเดือนก่อน
Principal Protected Notes are a type of Structured Note that look to shield principal from loss, but still offer the opportunity for market participation. At a principal protected note's maturity, if the underlying asset price performance is positive, note holders would in turn participate in market gains. Participation levels can be capped or uncapped, and like most conventional Structured Not...
What is Structured Note memory?
มุมมอง 553 หลายเดือนก่อน
Memory is an optional feature of a Structured Note. When memory is added to a contingent Income Note, in the event a coupon payment is missed, the memory feature may allow the Note to catch-up or recover the missed coupon payment(s) at future coupon observation dates if the Note’s underlier finishes above the coupon barrier level. Structured Notes can be a good investment if you understand how ...
What is a Structured Note's Catapult?
มุมมอง 463 หลายเดือนก่อน
Structured Notes with a catapult feature are issued with two potential payoffs that are contingent on whether the note is called or not. Catapults generally feature a generous fixed return if the note is called. If the note is not called prior to maturity, the catapult feature kicks in and the payoff structure takes on a generous participation rate. Structured Notes can be a good investment if ...
Back to Basics: Making the Most of Calendars, Customs, and Tack-On Structured Notes
มุมมอง 823 หลายเดือนก่อน
Halo President, Jason Barsema, joins What the Halo to discuss how advisors can make the most of ready-made, Structured Notes often called calendars. We also discuss how custom Structured Notes work and when a calendar might be preferred to a custom. Other topics include, tack-on opportunities, as well as new fixed income options. 0:00 Introduction 1:08 What is a calendar structured note? 3:29 H...
You Earned It, Why Not Keep It: Equity Risk Management Solutions For 2024
มุมมอง 674 หลายเดือนก่อน
Lou Mandia of Morgan Stanley joins What the Halo to discuss what's working in risk management in today. We cover Morgan Stanley's advisor solution team and how they're helping advisors make the most of concentrated equity positions, as well as other 'champagne' problems unique to today's market environment. For more information on Hedging & Monetization Strategies and to get in touch with Lou M...
Stocks for the long run? Not so fast!
มุมมอง 1544 หลายเดือนก่อน
“Stock for the long run” is parroted as gospel. While technically true, the long run average real return of stocks is about 7% annually. But when you get under the hood, you might not want to take this for granted. This video demonstrates how flawed thinking along these lines is akin to assuming you can’t drown in a river averaging 2 feet deep. For research cited, see Anarkulova, A., Cederburg,...
Diversification isn’t the only game in town anymore. Embracing new ways to protect wealth.
มุมมอง 695 หลายเดือนก่อน
In the world of investments, diversification is gospel. Except it’s no longer working like it used to. This video demonstrates how the general idea of diversification can be enhanced with defined-outcome products such as Structured Notes or other derivative-enhanced approaches. Structured Notes can be a good investment if you understand how they work. At times, Structured Notes can have complex...
It's finally here, record number of Americans turn 65 a day. Can't miss investment implications.
มุมมอง 355 หลายเดือนก่อน
Nearly 4.1 million Americans will turn 65 this and every year through 2027. With many of these individuals retiring, it looks to be a serious tailwind for income producing assets. In this video we breakdown why this opportunity is not without some potential pitfalls. Most notably, with life expectancy getting longer, many of these retirees could be looking at multidecade retirements. With infla...
The Advisors Guide To Outsourced Marketing
มุมมอง 295 หลายเดือนก่อน
What the Halo sits down with Lisa Graham, Co-Founder & CEO of Graham Media Partners. We discuss how financial advisors can use their messaging to weed out clients that might not be a good fit, making room for the ‘ideal’ client base. Other topics discussed include marketing tactics that worked in 2023 and what’s carrying to 2024. We also discuss how advisors can make the most of working with an...
Do financial advisors and investors see risk the same?
มุมมอง 375 หลายเดือนก่อน
Investors and financial advisors have some interesting opinions of what exactly is investment risk. We break down why differences may not matter as much as you think. Defined-outcome investments such as Structured Notes are helping to bridge the gap because they help identify what may, or may not, come from an investment in the first place. Structured Notes can be a good investment if you under...
Do Structured Notes settle the tired active-passive debate?
มุมมอง 546 หลายเดือนก่อน
The active-passive debate is overdone. Learn how emerging strategies such as Structured Notes and other defined-outcome investments are using technology to deliver on the promise of both active and passive approaches. Structured Notes can be a good investment if you understand how they work. At times, Structured Notes can have complex features and opaque fees. Halo helps explain risks and consi...
What makes a Structured Note a defined-outcome investment? Better yet, why care now?
มุมมอง 816 หลายเดือนก่อน
What makes a Structured Note a defined-outcome investment? Better yet, why care now?
Rolling returns can help find winners, here’s how
มุมมอง 776 หลายเดือนก่อน
Rolling returns can help find winners, here’s how
Structured Notes for Growing and Preserving Generational Wealth
มุมมอง 976 หลายเดือนก่อน
Structured Notes for Growing and Preserving Generational Wealth
Understanding How Structured Products Work
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Understanding How Structured Products Work
Understanding How A Growth Structured Note Works
มุมมอง 2416 หลายเดือนก่อน
Understanding How A Growth Structured Note Works
Understanding How An Income Structured Note Works
มุมมอง 2416 หลายเดือนก่อน
Understanding How An Income Structured Note Works
Understanding How A Digital Structured Note Works
มุมมอง 2296 หลายเดือนก่อน
Understanding How A Digital Structured Note Works
Understanding How a Structured Note With Soft or Barrier Protection Works
มุมมอง 2846 หลายเดือนก่อน
Understanding How a Structured Note With Soft or Barrier Protection Works
Understanding How a Structured Note With Hard or Buffered Protection Works
มุมมอง 2896 หลายเดือนก่อน
Understanding How a Structured Note With Hard or Buffered Protection Works
Understanding How a Structured Note With An Autocall Feature Works
มุมมอง 9086 หลายเดือนก่อน
Understanding How a Structured Note With An Autocall Feature Works
Understanding How a Structured Note With Contingent Coupons Works
มุมมอง 2486 หลายเดือนก่อน
Understanding How a Structured Note With Contingent Coupons Works
Understanding How a "Worst-Of" Structured Note Works
มุมมอง 3046 หลายเดือนก่อน
Understanding How a "Worst-Of" Structured Note Works
Understanding How Structured Note Max Return Works
มุมมอง 1866 หลายเดือนก่อน
Understanding How Structured Note Max Return Works
Getting beyond the “Magnificent 7” with small caps
มุมมอง 666 หลายเดือนก่อน
Getting beyond the “Magnificent 7” with small caps
Good synopsis. Lose the music on the next video - really hard to hear you over the synth background music.
but your web site offers very little info on how this is down..............sounds too good to be true.
Hello! We have the Halo Journal blog that offers countless articles on Structured Notes concepts, ideas, and more! Here are a few articles that are a part of our Structured Notes 101 series that go deeper on growth notes and how they work: Uncapped Growth Notes: journal.haloinvesting.com/understanding-the-basics-of-uncapped-growth-notes/ Capped Growth Notes: journal.haloinvesting.com/getting-to-know-capped-growth-notes/ Types of Structured Notes and How They Work: journal.haloinvesting.com/types-of-structured-notes-and-how-theyre-used-in-portfolios/ What's the Catch? journal.haloinvesting.com/structured-notes-whats-the-catch/
Nice work!
Hi there thanks for the video .. I am looking at my prospectus now and I see that there is a digital percentage and a buffer percentage. I understand what a buffer percentage is, but what is the digital percentage?
'Promosm' 🍀
GREAT description. Thank you!