While The Innovating Advice Show is resuming after participating in #PodcastBlackout last week in support of #BlackLivesMatter, know that my commitment to continue learning and using my platform however I can to fight racism, injustice and inequality continues.

We know that financial planning has long been seen as elitist and only accessible by the already-wealthy, who are often white. The racial wealth gap is astounding and racial discrimination in financial services is prevalent.

At Innovating Advice, I have always been interested in people creating solutions to these problems. People creating processes, fee structures, systems, cultures and technology that make giving or receiving advice inclusive to all.

That’s the mindset and approach that I appreciate about Chris Shuba, CEO of Helios Quantitative Research and Helios Integrated Planning in this episode. Chris is all about creating tools that help to level the playing field and he seeks to continually evolve. We chat about how Helios is innovating advice, not only through their quantitative research but through their integrated planning and additional tools that will be rolled out this year.

Links and show notes at https://innovatingadvice.com/episode37.

Connect with Kate on LinkedIn.

Building Technologies and Solutions to Drive Scale and Efficiency with Chris Shuba [Ep37] 37:05 Share

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Building Technologies and Solutions to Drive Scale and Efficiency with Chris Shuba [Ep37]