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 c…
The post Talk Your Book: Advisor Best Practices appeared first on The Irrelevant Investor.