In this episode of On The Circuit, Joanna Kanakis of Halo Investing shares how Halo’s technology is helping financial advisors protect their clients’ portfolios and grow their businesses in times of uncertainty. Stick around for our second guest, Tina Powell of Intention.ly, as she shares how teamwork and micro-risks can deliver results.
Joanna Kanakis’ background in investment banking ultimately led to a new career path as Head of Business Development at Halo Investing. At Halo, financial advisors are free to research, select, transact, and manage structured products and buffered ETFs – designing and delivering unique products to their clients.
“The firms that use Halo today use these protective investing strategies to solve both of maintaining their existing client book and organically growing new assets.”
In periods of uncertainty (like today’s volatile markets), this new tech opens the door to solutions previously only available in the wirehouse space.
Tina Powell, Chief Growth Officer at Intention.ly, is familiar with the feeling of uncertainty. She dove into the podcasting world just three years ago with the help of a course teacher. Since then, she’s found her voice and made a name for herself in podcasting. Now, she uses a collaborative and growth-based approach to her role within Intention.ly’s modern marketing company.
In this episode, you’ll hear:
How Halo Investing is democratizing access to technology and structured products to the retail market.
How financial advisors can use protective investing strategies to maintain existing client relationships and attract new clients.
Why risk and evidence-based approaches to marketing can (and should) work together in 2023.
Grab your headphones and dive in – and don’t forget to leave us a review and rating on Apple Podcasts by clicking here!
Up-and-coming tech will allow advisors to design exact products and manage clients from a life-cycle perspective. The result? Better client outcomes.
Fee-based annuities are trending – and can offer a protective measure for fee-based advisors.
An evidence-based approach to marketing doesn’t mean your company should avoid risks – you need both to succeed.
[5:40] The importance of access to different investments during low markets
[6:26] How Halo bridges the gap between equities and bonds to create better client solutions
[22:30] The pressure of perfection in marketing
Joanna Kanakis LinkedIn
Tina Powell LinkedIn
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Halo Investing is an award-winning technology platform that disrupts how protective investment solutions are used worldwide. Headquartered in Chicago, with offices in Abu Dhabi and Zurich, Halo is democratizing access to investment solutions that were previously unavailable to most investors.
Halo’s two-sided marketplace connects financial advisors and investors to protective investment products – including structured notes, buffered ETFs, and annuities – offered by leading global financial institutions.
Halo is on a mission to change the world of investing by democratizing access to protective investment solutions through transparency and efficiency with the help of technology.
Important Disclosures: https://haloinvesting.com/disclaimer/.