Talk Your Book: Advisor Best Practices

Today’s Talk Your Book is brought to you by Helios:

See here to learn more about utilizing Helios’ insourced CIO and other tailored tools for advisors.

On today’s show, we are joined by Chris Shuba, Founder and CEO of Helios to discuss advisor best practices using Helios.

On today’s show, we discuss:

  • An intro to what an insourced CIO is
  • The client experience at a large RIA vs. a small RIA
  • Improving the client experience through asset management
  • ETFs vs. direct indexing
  • Getting advisors to buy into investment models
  • Where differentiation matters for advisors
  • Financial advising and brand value
  • Utilizing content to drive advisory growth
  • What’s getting advisors into the most trouble
  • What services Helios is providing to advisors
  • Where the wealth management business goes from here

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