Talk Your Book: Insourced CIO

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?

Listen here:

Links:

Contact us at animalspiritspod@gmail.com with any questions, comments, feedback or recommendations.

Follow us on FacebookInstagram and YouTube.

Check out our t-shirts, coffee mugs, stickers and other assorted swag here and here.

Subscribe here:

 
Print Friendly, PDF & Email