In this clip from the panel webinar, A Broker Dealer’s Perspective on the Alts Market, Karlton Kleis (Managing Director of Capital Markets for Arete Wealth Management) discusses the “shotgun to rifle” approach when looking for alternative investments in our current economic environment.
Barrier Signals in Conversations
Barrier signals are the subtle (or not-so-subtle) cues that advisors and potential investors give when they lose interest or face an obstacle in their decision-making process.
