In this episode, Chris Shuba of Helios Quantitative Research, shares how leveraging an insourced CIO can improve the client asset management experience and increase profit margins for the firm. Chris shares how they leverage statistical analysis and technology to design and manage asset portfolios and how those portfolios out perform other approaches. Chris shares how this becomes a competitive advantage for the firm that drives client value and firm revenue. Chris dives deep into many things that are “wrong” with how the industry has been operating and how technology is driving positive change that is cost effective to the individual advisory firm and valuable to the client. We close by discussing Helios’s solution for delivering estate planning and new technologies on the horizon that will help advisors better analyze and manage client portfolios.

Key Links

Learn more about Helios Quantitative Research: https://heliosdriven.com

Learn more about Helios Estate Planning Service: https://heliosplans.com

Learn more about Helios Analytics tools: https://heliostools.com

Contact Chris directly at Chris.shuba@heliosdriven.com

Learn more about Kuttin Consulting Group: https://www.kuttinconsultinggroup.com

Submit yourself as a guest for the podcast: https://www.kuttinconsultinggroup.com/quantum-growth-for-advisors-podcast/

Connect with Jon Kuttin on LinkedIn: https://www.linkedin.com/in/jonkuttin/

Connect with Shennandoah Connor on LinkedIn: https://www.linkedin.com/in/shennandoahconnor