Episode 062: At Helium Advisors, the buddy system isn't just a strategy—it's a core component of their wealth management approach. By pairing advisors with shared goals and similar skill sets, they provide clients with more comprehensive and personalized solutions.
In this episode, Kyle Van Pelt talks with Gary Russell, Partner and Co-Founder at Helium Advisors, about Helium's buddy system, how it works, and the benefits it provides. They also discuss holistic planning and how using the right technology creates a unique client experience.
In this episode:
[01:49] - Gary's money moment [03:37] - What inspired Gary to become a financial advisor [05:34] - What influenced Helium's culture [07:39] - Helium's buddy system [13:22] - Holistic planning defined [18:19] - Leveraging technology for better client service [23:40] - Technology in holistic planning [26:02] - Gary's outlook on the future of the industry [27:53] - Gary's Milemarker Minute
Key Takeaways