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Jun 2023
38m 49s

Talk Your Book: Advisor Best Practices

THE COMPOUND
About this episode
On today's show, Michael and Ben are joined by Chris Shuba, founder and CEO of Helios to discuss: ETFs vs. direct indexing, why differentiation matters for advisors, utilizing content to drive business, where the wealth management business goes from here, and much more!    Find complete shownotes on our blogs... Ben Carlson’s A Wealth of Common Sense Michael ... Show More
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