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S3 E2: Becoming an Integrated Advisor with Alphastar
Manage episode 322911025 series 2817726
Nội dung được cung cấp bởi Karl Hoover. Tất cả nội dung podcast bao gồm các tập, đồ họa và mô tả podcast đều được Karl Hoover hoặc đối tác nền tảng podcast của họ tải lên và cung cấp trực tiếp. Nếu bạn cho rằng ai đó đang sử dụng tác phẩm có bản quyền của bạn mà không có sự cho phép của bạn, bạn có thể làm theo quy trình được nêu ở đây https://vi.player.fm/legal.
Alphastar Capital Management is a FIG partner and registered investment advisor firm, that started nearly 10 years ago as they recognized the convergence of wealth management and insurance. Strategically they run portfolios, manage risk, and help advisors focus on what they’re great at - developing relationships with their clients.
They are truly helping the next generation of advisors become integrated advisors. On today’s episode, Sean, the Chief Sales officer at Alphastar Capital Management joins us to discuss his journey to Alphastar, risk protection, structured notes, unique solutions for wealthy clients, and more.
Alphastar Capital Management: https://www.alphastarcm.com/
TIMESTAMPS:
1:34 – Most common app you use?
1:59 – Special family traditions
2:45 – His journey to Alphastar
7:24 – What is Alphastar?
8:57 – What strategies do they use?
12:18 – How is Betashield different?
16:42 – 5 different portfolios
17:36 – Protecting your clients
18:32 – Structured notes
20:59 – Getting into an overpriced market
22:34 – Addressing taxes and real estate
28:20 – Providing better income solutions
30:00 – What makes Alphastar different?
33:34 – Being a partner with Alphastar
34:33 – Developing a strong mindset
MORE INFORMATION:
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