Feb 11, 2022
The market has been relatively stable over the past few years, but this could be changing. What do you need to know to help your clients make the best decisions possible? On today’s show, Tony Parish joins us to discuss his state of the market presentation.
Tony provides advisors with thorough information on important financial topics like inflation, investments, and market trends. 2022 has started off rocky in January. To truly understand where we stand today, Tony explores the events leading up to the current state of the market and where things are likely to go. Using these tools, Tony hopes advisors have the information and knowledge they need for success in the new year.
Key Points:1:50 – Welcome Tony!
2:55 – State of the market presentation
6:04 – How detailed is this presentation?
7:22 – Tracking inflation and its impacts
10:49 – The 5 goals for investors
14:36 – What can you add to your process?
18:01 – What does a CIO at Alphastar do?
21:15 – Empowering your business
23:08 – Insurance as an asset class
More About Our Guest: