Don't Abandon Your Vision to Keep the Peace with Chris Shuba, Helios Quantitative Research

Are you compromising your company's vision to avoid difficult conversations?

On this episode of Don't Do That, Kelly Waltrich sits down with Chris Schuba, CEO and Founder of Helios, for an honest discussion about the challenges of maintaining your entrepreneurial vision while building a team. Chris shares his unique approach to "insourcing" investment management for financial advisors, the dramatic origin story behind his company name (involving a near-death experience at sea), and his biggest leadership lesson learned the hard way. From the importance of loving problems over solutions to the reality of entrepreneurial struggles, this conversation digs deep into what it really takes to stay true to your vision while growing a business.

Kelly and Chris cover:

00:01 Introductions and Chris's confusion about the day
00:37 Chris introduces himself and Helios’s role as an outsourced/insourced CIO
01:40 Who Helios works with and what makes them unique
02:49 Importance of communication support for advisors
03:18 Helios’s three-pillar approach to helping advisors
04:53 Marketing battle: "Outsourced" vs "Insourced" CIO
06:07 Clever resume marketing tactic at conferences
08:38 The wild origin story of Helios (Costa Rica + boat breakdown)
10:55 Chris’s “Don’t Do That” – don’t abandon your vision to keep the peace
12:48 Loving problems vs. loving solutions
15:15 Kelly’s struggle balancing vision with feedback
17:15 Fear of losing key people when defending vision
18:57 Using “why” questions to separate feedback from noise
21:24 Bootstrapped vs. well-funded company challenges
22:35 Vision-setting without rigid 10-year plans
24:28 Building a cause-driven, problem-solving culture
27:24 Tactical ways to consistently share purpose
30:49 Jensen Huang quote on the reality of entrepreneurship

Connect with Chris Shuba

• LinkedIn: Chris Shuba
• LinkedIn: Helios
• Helios Quantitative Research

About Our Guest:

Chris Shuba is an innovator, experienced analyst, and the founder of Helios Qualitative, LLC. After spending the majority of his career helping financial advisors navigate market volatility, Chris wanted to create a technology- enabled service that could help advisors communicate with their clients and manage their assets in the digital space. Based on a pressure-tested, research- backed, and statistically relevant approach to investment management, Chris founded Helios in 2016 to help advisors, practice owners, and investment committees increase scale and efficiency. He wanted to help them communicate with confidence by providing investment support and research, model design, portfol

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