3min chapter

Animal Spirits Podcast cover image

Talk Your Book: Preserving Your Capital

Animal Spirits Podcast

CHAPTER

Navigating Financial Advisor Transitions and Platform Benefits

Exploring the obstacles financial advisors encounter when shifting from wire houses to RIAs, focusing on preserving their annuity sales and structured notes books. The chapter underlines the advantages of 'Halo' platform for bonds, spotlighting its tailored offerings, user-friendly interface, and dedicated support.

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