S3 E2: Becoming an Integrated Advisor with Alphastar

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By Karl Hoover. Discovered by Player FM and our community — copyright is owned by the publisher, not Player FM, and audio is streamed directly from their servers. Hit the Subscribe button to track updates in Player FM, or paste the feed URL into other podcast apps.

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:

https://advisordevelopmentshow.com/

33 episodes