[button link=”https://podcasts.apple.com/us/podcast/talk-your-book-advisor-solutions-with-helios/id1310192007?i=1000478598065” color=”orange” newwindow=”yes”] Listen on Apple Podcasts[/button] Today’s discussion will include:

  • The impact of bond and equity performance this year
  • Why an insourced CIO model trumps an OCIO approach when it comes to client experience
  • How Helios customizes models to every advisor’s unique needs
  • Plus much more

If you haven’t heard this episode yet, it’s a great place to dive in! Just click the play button above or find it on your favorite podcast app.