Talk Your Book: Insourced CIO

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Today’s Talk Your Book is presented by Helios:

We talked with Helios CEO Chris Shuba about outsourced services for financial advisors.

We discuss:

  • Why advisors are going to be forced to outsource more
  • The importance of creating an estate plan
  • How does the estate planning process work?
  • When should someone start the estate planning process?
  • The 2 types of estate plans
  • How an insourced CIO works for advisors
  • How backtests can be useful for setting expectations
  • Why would an advisor outsource their investment management?

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