acf domain was triggered too early. This is usually an indicator for some code in the plugin or theme running too early. Translations should be loaded at the init action or later. Please see Debugging in WordPress for more information. (This message was added in version 6.7.0.) in /home/vbeujzhnil6x/public_html/beacon-strategies/wp-includes/functions.php on line 6131photo-gallery domain was triggered too early. This is usually an indicator for some code in the plugin or theme running too early. Translations should be loaded at the init action or later. Please see Debugging in WordPress for more information. (This message was added in version 6.7.0.) in /home/vbeujzhnil6x/public_html/beacon-strategies/wp-includes/functions.php on line 6131insert-headers-and-footers domain was triggered too early. This is usually an indicator for some code in the plugin or theme running too early. Translations should be loaded at the init action or later. Please see Debugging in WordPress for more information. (This message was added in version 6.7.0.) in /home/vbeujzhnil6x/public_html/beacon-strategies/wp-includes/functions.php on line 6131essential-addons-for-elementor-lite domain was triggered too early. This is usually an indicator for some code in the plugin or theme running too early. Translations should be loaded at the init action or later. Please see Debugging in WordPress for more information. (This message was added in version 6.7.0.) in /home/vbeujzhnil6x/public_html/beacon-strategies/wp-includes/functions.php on line 6131astra domain was triggered too early. This is usually an indicator for some code in the plugin or theme running too early. Translations should be loaded at the init action or later. Please see Debugging in WordPress for more information. (This message was added in version 6.7.0.) in /home/vbeujzhnil6x/public_html/beacon-strategies/wp-includes/functions.php on line 6131With the pace of innovation in financial services, today\u2019s advisors have an array of tools at their fingertips. But using those tools in the right <\/em>way to manage a client\u2019s portfolio can be daunting. They\u2019re looking for positive outcomes, manageable costs, and minimized risk. <\/p>\n\n\n\n For Matt Radgowski, COO of Halo Investing, helping advisors and investors achieve their goals through the development of pioneering solutions is what drives him. And powerful outcomes require powerful tools. \u201cWhat keeps me up at night is the pace of innovation outpacing the ability to harness it,\u201d he says.<\/p>\n\n\n\n In a chat with Beacon Strategies\u2019 Managing Director Chip Kispert on a recent Beacon Flash podcast episode, Matt talks about how aligning outcomes is key to guarding investments, including what Halo has termed \u201cprotective investing.\u201d<\/p>\n\n\n\n That protection is what both advisors and investors are looking for.<\/p>\n\n\n\n Solution providers and advisors are constantly on a journey to generate returns within client portfolios while including an element of downside risk mitigation, \u201cWhether that’s protecting against downward market movements and volatility, or securing of income,\u201d Matt shares.<\/p>\n\n\n\n He talks about how the advisor\/investor relationship is shifting, with an increasing focus on questioning the process \u2013 What impact are we looking to make with this investment? What outcome are we driving towards? How can investors actually personalize investments? How can they make a portfolio really <\/em>reflect who they are?<\/p>\n\n\n\n Today\u2019s advisory landscape has the framework and the technology that enables advisors to achieve more. Take Halo, creating an environment in which the advisor gets the best experience in terms of product features. As Matt explains, \u201cThe best protection, the best income, the best growth opportunity, at the lowest cost.\u201d<\/p>\n\n\n\n Overview Resources<\/strong> With the pace of innovation in financial services, today\u2019s advisors have an array of tools at their fingertips. But using those tools in the right way to manage a client\u2019s portfolio can be daunting. They\u2019re looking for positive outcomes, manageable costs, and minimized risk. For Matt Radgowski, COO of Halo Investing, helping advisors and investors achieve …<\/p>\n
<\/strong>Investing (02:18)
Product Evolution (10:57)
Technology (15:10)<\/p>\n\n\n\n
Matt Radgowski’s LinkedIn<\/a>
Halo’s Website<\/a>
Chip Kispert’s LinkedIn<\/a>
Beacon Strategies’ Website<\/a><\/p>\n","protected":false},"excerpt":{"rendered":"