Helios Quantitative: How Chris Shuba Built a Business Around Quantitative Analysis

Chris Shuba, founder of Helios Quantitative and Helios Integrated Planning, sat down with the Wealth Preservation Podcast and shared his entrepreneurial journey of bringing quantitative analysis and automation into the financial advising space. But like many (if not all) of the other guests on our show, Chris discovered that you don’t just “open your doors” and have a business. His skills in the quantitative space have been years in the making and he had quite a career before leaping out on his own. Chris takes us through honing his exact business plan, how he identified his ideal client, the struggle of explaining his industry’s complexities, earning trust, and the philosophy that keeps him motivated: love the problem more than the solution. 

We also dive into his book recommendations for other entrepreneurs, advice he wishes he was given, his inspirations, and even his dream golf team! 

If you enjoyed Chris Shuba’s episode and want to hear from more entrepreneurs and strategists, please check out and subscribe to one of our many channels and visit our website. 

Website: www.wealthpreservationpodcast.com 
Apple Podcast: https://podcasts.apple.com/us/podcast/wealth-preservation-podcast/id1493231689 
Stitcher: https://www.stitcher.com/podcast/wealth-preservation-podcast 
Spotify: https://open.spotify.com/show/6rrd3dJmti8drpc0EpySRt 

Check out the Helios website, social media channels, or the Due Dilly Podcast for more information and content.

Website: https://heliosdriven.com/company
Blog: https://heliosdriven.com/blog
Podcast: https://podcasts.apple.com/us/podcast/the-due-dilly-podcast/id1478045715
LinkedIn: https://www.linkedin.com/company/helios-quantitative-research-llc/
Twitter: https://twitter.com/HeliosDriven 

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