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.
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.firstname.lastname@example.org
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
Jon Kuttin is a Barron’s Hall of Fame Advisor with 25+ years of experience leading and growing a financial advisory practice. Driven by a mission to build leaders and give back to the financial services industry, Jon launched Kuttin Consulting Group to provide training and consulting services from seasoned practitioners. Jon is skilled at building companies, M&A, leadership, Professional Alliances, Recruiting, and other growth oriented activities. He regular speaks and contributes articles and has been featured in a number of publications including Financial Advisor Magazine. In addition to serving as CEO of Kuttin Consulting Group, Jon serves as a partner in Haydenrock Solutions, a consulting firm helping CPAs build 21st century practices.