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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 advisors may need a broader toolkit than the traditional stock-and-bond portfolio.
Jason also shares what he learned as an advisor during the Great Financial Crisis, why private credit may deserve more scrutiny, and what it really takes to earn trust with higher-net-worth families.
3 Insights From This Week’s Episode…
#1.) The Protection Conversation Most Advisors Aren’t Having
Clients want upside, but they also want to know what happens if the market turns against them. Jason shares why protective investing, structured notes, and defined outcome strategies can open a different kind of conversation around risk, income, and client confidence.
#2.) Why Private Credit Deserves A Closer Look
Private credit has become one of the hottest areas in the market, but Jason raises an important question: do clients actually understand what they own? We talk about the risks that can get hidden behind attractive yields, especially when liquidity starts to dry up.
#3.) What High-Net-Worth Families Actually Want From Advisors
Wealthy families don’t need another advisor walking in with a product idea. They need someone who listens, understands the complexity of their world, and can help them think through legacy, liquidity, family dynamics, philanthropy, and multi-generational planning.
SHOW NOTES
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DISCLOSURE
DBDL podcast episode conversations are intended to provide financial advisors with ideas, strategies, concepts and tools that could be incorporated into their business and their life. No statements made in the episode are offered as, and shall not constitute financial, investment, tax or legal advice. Financial professionals are responsible for ensuring implementation of anything discussed related to business is done so in accordance with any and all regulatory, compliance responsibilities and obligations.
The Triad member statements reflect their own experience which may not be representative of all Triad Member experiences, and their appearances were not paid for.
Triad Wealth Partners, LLC is an SEC Registered Investment Adviser. Please visit Triadwealthpartners.com for more information. Triad Wealth Partners, LLC and Triad Partners, LLC are affiliated companies. TP06265629210
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