• Why You Need A Reliable Parter In An Unpredictable Market w/Brad Kasper - Ep. #5

  • 2022/04/12
  • 再生時間： 41 分
  • ポッドキャスト

Why You Need A Reliable Parter In An Unpredictable Market w/Brad Kasper - Ep. #5

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  • In today’s episode we talk with Brad Kasper of LSA Portfolio Analytics. Brad provides financial professionals with tools and infrastructure for managing portfolios so that they can spend more time with their clients. They do this by combining portfolio management, research, and customized presentation materials to financial professional across the country. 

    Topics We Cover Include:

    • How LSA helps busy financial professionals.
    • Why leveraging a research firm can help you run your practice.
    • Navigating headwinds in today's market.

     Learn More About Blueprint
    Learn More about LSA & Brad
    Learn More about Silver Oak

    Securities and Registered Investment Advisory Services offered through Silver Oak Securities, Inc. Member FINRA / SIPC.
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あらすじ・解説

In today’s episode we talk with Brad Kasper of LSA Portfolio Analytics. Brad provides financial professionals with tools and infrastructure for managing portfolios so that they can spend more time with their clients. They do this by combining portfolio management, research, and customized presentation materials to financial professional across the country. 

Topics We Cover Include:

  • How LSA helps busy financial professionals.
  • Why leveraging a research firm can help you run your practice.
  • Navigating headwinds in today's market.

 Learn More About Blueprint
Learn More about LSA & Brad
Learn More about Silver Oak

Securities and Registered Investment Advisory Services offered through Silver Oak Securities, Inc. Member FINRA / SIPC.
続きを読む 一部表示

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