There are several ways financial advisors can use options to improve performance.

The simplest and most common methods are:

  • Using put options to manage risk for clients
  • Selling call options “against” positions your clients own to increase income significantly without increasing risk

Some financial advisors add extra revenue for providing these advanced services, particularly when selling call options since the additional advisory fees have a minimal impact on the amount of extra income generated. 

Does the use of options take more effort? It does. If it didn’t everyone would be using options.

But this means you will have a serious edge over what other financial advisors are doing. Plus…

Extra Income + Less Risk = Happier Clients + Better Retention + More Referrals = A More Successful Advisor 

Larry has worked with hundreds of financial advisors over the years. If you’d like to learn how to use options from a professional to improve your financial advisory practice, please email

Using Options

Protect Capital and Even Boost Returns

Avoid Excessive Risk With Options