Recorded live at the 2017 Options Industry Conference, Mark is joined by Eric Cott, Director of Advisor Education, and Emily Sweet, Senior Analyst at Cerulli Associates.

They discuss:

• Merging the Options Industry Conference and the Financial Advisor Conference
• The survey Cerulli Associates did for the OIC on financial advisors
• Surprising findings from the survey
• Downside protection, hedging, and other ways larger advisors are using options
• How many advisors participated in the survey
• When there is a dedicated CIO, there is more use of options
• Improving professional trading tools
• How many advisors aren't comfortable talking about options with clients?
• Options as a counterpoint to the robo advisor
• What about the advisors who previously used options but stopped?
• The client influence on options is hard to quantify