Todayβs Talk Your Book is brought to you by Helios:
See here to learn more about utilizing Heliosβ insourced CIO and other tailored tools for advisors.
On todayβs show, we are joined by Chris Shuba, Founder and CEO of Helios to discuss advisor best practices using Helios.
On todayβs 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
- Whatβs 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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