<p>In this episode, we welcome Jason Barsema, president and co-founder of Halo Investing. This fintech platform provides financial advisors with solutions for their clients that historically have only been available to ultra high net worth individuals. Be it bonds or equities, the 60/40 portfolios have had the worst first half of any year going back to 1932. Downside risk is on everyone's mind. Find out why Jason and Halo Investing are seeing such a huge demand for their platform and their business.</p>

In this episode, we welcome Jason Barsema, president and co-founder of Halo Investing. This fintech platform provides financial advisors with solutions for their clients that historically have only been available to ultra high net worth individuals. Be it bonds or equities, the 60/40 portfolios have had the worst first half of any year going back to 1932. Downside risk is on everyone's mind. Find out why Jason and Halo Investing are seeing such a huge demand for their platform and their business.

Episode 113: Market Uncertainty: How to Define Your Outcome

The Financial Advisor landscape is changing in a big way and Advisors need to find new ways to gain and retain clients. Hosted by Derek Schwartz of CION Investments, the Advisor Lab is meant to help Financial Advisors gain insight and inspiration from successful thought leaders across fields and industries. We're helping Advisors get out of their own head by providing strategic & tactical advice from others who've built successful businesses through innovative marketing and communications. New episode dropping every two weeks. Look for us on iTunes, Spotify, or wherever you get your podcasts.

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The Financial Advisor landscape is changing in a big way and Advisors need to find new ways to gain and retain clients. Hosted by Derek Schwartz of CION Investments, the Advisor Lab is meant to help Financial Advisors gain insight and inspiration from successful thought leaders across fields and industries. We're helping Advisors get out of their own head by providing strategic &amp; tactical advice from others who've built successful businesses through innovative marketing and communications. New episode dropping every two weeks. Look for us on iTunes, Spotify, or wherever you get your podcasts.

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Episode 113: Market Uncertainty: How to Define Your Outcome

Episode 113: Market Uncertainty: How to Define Your Outcome

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