Today’s show is brought to you by Helios Quantitative. You can check them out here
On today’s show we discuss:
How the client-advisor relationship has evolved over time
When people need to start thinking about estate planning
How backtests help set expectations, and much more
Listen here:
Links:
Helios investment research
Practice integration
Advisor training
Contact us at animalspiritspod@gmail.com with any fe…
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