AI-powered
podcast player
Listen to all your favourite podcasts with AI-powered features
4min chapter
Talk Your Book: Advisor Best Practices
Animal Spirits Podcast
Best Practices for Financial Advisors
Helios is an in-source CIO. And we kind of play off of the idea of an outsourced CIO, which is pretty common but no one really knows what any of that is. At Helios, we're like having an entire investment department kind of magically appear at your fingertips. It's much more complicated than just models. If you want a true asset management experience for the client, if you want to reduce your overall workload, if you wants to drive more profitability of the practice,. Chris Schuber: We love talking about this stuff because we're in it day to day.
00:00
Transcript
Episode notes
Get the Snipd
podcast app
Unlock the knowledge in podcasts with the podcast player of the future.
AI-powered
Discover
highlights
Listen to the best highlights from the podcasts you love and dive into the full episode
Save any
moment
Hear something you like? Tap your headphones to save it with AI-generated key takeaways
Share
& Export
Send highlights to Twitter, WhatsApp or export them to Notion, Readwise & more
AI-powered
podcast player
Listen to all your favourite podcasts with AI-powered features
Discover
highlights
Listen to the best highlights from the podcasts you love and dive into the full episode