Ep 309: Leveraging Structured Notes To Differentiate A Highly-Leveraged $300M Solo Practice With Anh Tran
Financial Advisor Success
00:00
Simon
Simon allows you to pull up a note that you currently have in a client portfolio and you can see how it has performed. And so the visual, I'm a big storyteller in the visual of the graph, it tells it all. When you see what the index that you're tracking is performing versus the intrinsic value of the note, which is what it would be if it were to mature today and you see the movements, that story telling it all. Yes. So Simon functions as essentially that marketplace and sort of listing service to be able to search, search and screen and find the exact notes you want to buy. Then facilitate trading implementation to have it allocated to client accounts. That
Transcript
Play full episode
