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:
- Helios Integrated Planning
- Helios Quantitative
- Helios Blog
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Original Article
