The Advisor’s Option Premiere Episode: Spreading the Gospel of Options
Welcome to The Advisor’s Option – The first radio program designed to help registered investment advisors, asset managers and financial planners properly manage risk using options. Join your hosts Mark Longo, Mike Cavanaugh (Know Your Options, Inc.), and Eric Cott (The Options Industry Council) as they dive into options education, outline tricks of the trade and update advisors with the latest industry buzz.
Options 101-Continuing Education
- Who is the OIC?
- The results of a recent OIC study of option usage among advisors.
- Dealing with the dreaded “”D”” word.
- Options demand is growing and much of it is client-driven.
- How to differentiate your practice by using options as risk mitigation tools.
- Why should advisors use options?
- What are options? We break down all of the terms that may have confused you in the past?
- What is a call?
- What is a put?
- What is a multiplier?
- How can I use options to generate leverage?
- What are the Greeks?
- What do in-the-money, at-the-money and out-of-the-money mean?
Tricks of the Trade
- Practical tips for adopting options into your practice.
- Eric discusses OIC’s Seven Simple Steps for incorporating options into an advisory practice.
- Finding the hidden derivatives exposure that may already be lurking in your portfolios.
The Buzz
- Developments from the world of options that will impact advisors.
- Large pension funds are beginning to allocate resources toward asset managers with derivatives expertise.
- Record options volume coming from retail investors…don’t be outpaced by your clients.
To read the full study mentioned in Options 101, visit www.optionseducation.org/advisor
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