Financial Professionals can be some of the most trusted advisors to SMB leaders and their staff, but are they speaking the same language?Our special guest and his team have reviewed thousands of Financial Advisor service models. Unfortunately, they all tend to say the same thing; comprehensive financial planning, wealth management, insurance, and tax optimization.While those terms can be the pillars of a Financial Advisor’s business, they don’t communicate the value an advisor provides. The value is in how those services are cultivated, monitored, communicated, and executed. That’s where our special guest comes in…we are joined by Chris Shuba, CEO & Founder of Helios Quantitative Research. Chris and his team are masters in the world of “It’s not what you say, it’s how you say it.”Helios does a phenomenal job of helping advisors deliver a unique and compelling experience to clients, all while allowing the adviser to drive substantially more revenue.Tune in for this pragmatic conversation at TalkRadio.nyc or watch the Facebook Livestream by Clicking Here.Show Notes‍Segment 1Steven Frey is joined this week by Chris Shuba CEO & Founder of Helios Quantitative Research. Steven gives a background to Chris and his company as well as their achievements and awards. Chris tells that his start was with his friends in college learning how to use algorithms to make profit. The two elaborate on how going into financial advising is much different today then it has been in the past. They come to an agreement that change is inevitable and financial advising has become a very competitive industry.Segment 2Chris shares his company's slogan, “Confidence when you need it most” he tells how this gives customers confidence in them and makes them feel most comfortable with their business. Steven tells how taking stock of where you are now and learning how you can grow shows confidence in a group. Tommy solidifies the importance of having connections with clients and advisors. Chris forumlates that it takes trust, faith, and education to have confidence in a company.Segment 3Population control was a part of Chris’ plan to keep their business controlled in a way. The two talk about what business want and what they have to do to achieve their goals. Talking about outsourcing and adjusting different aspects of the company the two examine ways to collect more clients. Chris elaborates on the problems he has run into and the success he has seen.‍Segment 4Chris says differentiation is key when getting into owning or working for a business. He continues to say that by offering something that others do not it is possible to organically grow. Chris explains that by articulating your differences it will exude the company's confidence and draw clients in as they will have confidence in who is working for them.

Ver todos los episodios