Chris Shuba returns to the Animal Spirits Podcast

Team Helios : Updated on January 21, 2026

Podcast
Chris Shuba returns to the Animal Spirits Podcast

Today's discussion will include:

  • How advisors are positioned to add value for their clients through estate planning technology
  • How to implement these technologies in the most efficient ways possible
  • The types of advisors that can benefit from a relationship with an Insourced CIO
  • What sorts of resources and tools an Insourced CIO can provide
  • 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.
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