Episode 14 – Impact Before Profits — With Jason Barsema



“What the heck is a structured note?” Jason Barsema of Halo Investing has gotten used to fielding this question.

In today’s episode, host Doug Heikkinen speaks with Jason about the biggest market that no one’s ever heard of — structured notes. Jason uncovers how he uses the structured note platform to give clients access to investment opportunities previously unattainable to the average investor.

In this episode, you will learn:

  • What structured notes and products are
  • How structured notes work in your portfolio
  • Whether advisors are still interested in getting into the weeds of investing
  • What is the future of the financial advisor?
  • And much more.

Tune in to hear Jason elaborate on impact before profits and taking time to enjoy the journey. 

Halo Investing | Jason Barsema | Halo Investing’s Twitter 


Leave a Reply

*