Today’s Talk Your Book is presented by Helios:
We talked with Chris Shuba, CEO and founder of Helios, about how he started his company and how they work with financial advisors.
We discuss:
- Creating an accidental company
- What is an outsourced CIO?
- How can advisors overcome fee compression?
- How much education is necessary when you outsource asset management?
- Quantitative vs. discretionary investing
- How advisors can figure out the right portfolio for their client
- Creating a low-cost estate plan
- Why some advisors outsource their asset management
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