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Innovation in Action: Where Emotion Meets Technology


What happens when financial advisory software is built not just for numbers but for human insight? John Ripma sits down with Chris Shuba, CEO of Helios, to explore how Helios Quantitative is helping independent advisors compete with industry giants. From early builds in Excel and VBA to a scalable platform, this episode captures a bold philosophy in motion: “Disrupt or be disrupted.”

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