Helios Quantitative: The Operations of a Quant-Analysis and Estate Planning Company

Chris Shuba, founder of Helios Quantitative and Helios Integrated Planning, rejoined the Wealth Preservation Podcast and walked us through HOW Helios works, their quantitative analysis offering, how they are impacting advisors and their clients, and his opinions on growing and running a business. Growing a business is never easy and Chris took Helios from a small quant-analysis start up to having a national presence AND expanded into the estate planning industry in a few short years. We cover topics like outsourcing, who to hire first, marketing, and much more. We even briefly cover the industry he is hoping to disrupt next. Chris is an incredibly sharp entrepreneur and has some fantastic stories to drive his message home of how to keep your company stable through rapid growth.

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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