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"Buy and Hold" is Broken: How Top Financial Advisors are Protecting Clients' Money and Standing Out
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In this episode of The Advisor’s Fuel podcast, host Adam Koós sits down with John Kosar, Chief Market Strategist and Founder of Asbury Research, along with Jack Kosar, VP of Investment Strategy. With over 40 years of experience in technical analysis, John shares insights into how Asbury Research helps financial professionals make smarter investment decisions. Jack discusses their firm’s quantitative approach to portfolio management and how advisors can incorporate risk management strategies to protect clients from catastrophic market downturns—especially in today’s volatile environment.
The conversation also explores the core principles of technical analysis, the foundation of Asbury Research, and their proprietary Asbury 6 Barometer Tool, which assesses the market’s internal health. Adam, John, and Jack dive into the critical tools and strategies financial advisors need to navigate uncertainty and build more resilient portfolios. If you're looking to refine your investment strategy and enhance risk management for your clients, this is an episode you won’t want to miss!
https://www.asburyresearch.com/
Check out the video on YouTube: https://youtu.be/VVKKgDr7XCg
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Need additional resources on how to grow your career in Financial Planning and Wealth Management? Check out https://adrenalineadvisor.com/
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