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Webinar Host Ray Harrison, CLU, ChFC, CEP, BFA

Ray is a Consultant to Helios Quantitative Research. Helios provides forward-thinking financial advisors with the ability to offer state-of-the-art, "fiduciary-level" algorithm-driven asset management solutions to their clients on any platform. This allows advisors to:

  • Provide clients an institutionally designed fiduciary-level asset management experience.
  • Vertically integrate their practice to Drive higher revenues.
  • Differential your practice from your competitors.

Transforming Your Asset Management and Disrupting the Competition
Featuring Ray Harrison, CLU, CHFC, CEP, BFA, and Chris Shuba

An interactive interview with Chris Shuba, CEO of Helios Quantitative Research, the nation's fastest-growing research provider, will cover: 

  • Learn how to vertically integrate your practice to drive more revenue to your advisory practice, and focusing on reducing your client’s overall investment expense.
  • Learn how to deploy an institutional fiduciary-level investment strategy that will differentiate your practice from your competitors.
  • Gain free access to the newest and most innovative analytics software available to advisors. No catch - simply free access!

Financial advisors using a disruptive asset management process are experiencing exponential growth and attracting more ideal clients.


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