Ep 65: How Barnabas Capital Supports and Engages Advisors - podcast episode cover

Ep 65: How Barnabas Capital Supports and Engages Advisors

May 06, 202230 min
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Episode description

Today we’ll move outside of the FIG framework and moves more into variable, registered, and structured products with our partners at Barnabas Capital. We asked our friends Joe Powell, President, and Josh Lewis, Head of Structured Products, to join us to take us inside their business and what they offer.

 

This should be a highly educational episode for advisors who want to learn more about the different asset classes available and the lines of business they provide. Plus, they’ll tell us how they help breakaways make that breakaway a little smoother and more seamless.

 

Learn more about Barnabas Capital: https://barnabascapital.com/ 

 

Listen for these key points: 

2:15 – Who is Barnabas Capital?

5:35 – Market update

9:49 – Structured products

13:55 – How Barnabas engages with advisors

16:45 – How products are made available

20:03 – Their credentials

21:50 – Limited downside and asset protection

22:52 – Advisors moving towards independence

26:06 – Technology partners

27:07 – Final thoughts

Ep 65: How Barnabas Capital Supports and Engages Advisors | Retirement Inside Out with Tom Lamendola podcast - Listen or read transcript on Metacast