Tag Archives: Finance

Episode 16 – The Glory of the UnMarked Trail — With Sean Brown.



As an entrepreneur, you have no idea what you’re getting yourself into. And that’s so glorious.

Here to unravel that statement are host Doug Heikkinen and guest Sean Brown, president and CEO of YCharts. In this episode, Sean discusses YCharts’ mission to help asset managers and wealth advisors make smarter investment decisions on behalf of clients. Sean also opens up about his entrepreneurial journey and shares advice for new entrepreneurs.

In this episode you will learn:

  • Why people are leaving their advisors
  • Why YCharts is like the Swiss Army Knife for investment research
  • Sean Brown’s advice for transitioning to a CEO role at a new-to-you company
  • Why Sean is hopeful for the future of independent advisors
  • And much more.

Tune in to learn about YCharts and Sean’s philosophy for walking your entrepreneurial trail.  

YCharts | Sean Brown

 


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