52 minutes | May 7th 2019

Coffee with Cott 2: How Practitioners Can Get Started with Options

Learning to trade options can be intimidating and speaking to your clients about options can be just as difficult. Options can play a variety of roles in different portfolios and if you have a clear idea what your clients want to achieve, options will provide you the framework to meet those needs. Clear financial goals aligned with the appropriate options strategy provides a far better conversation with clients rather than no conversation at all and it all starts with education.