Episode 34 - Eric Stein and Olivia Luper | What Can an OCIO Do For You?
Update: 2023-10-06
Description
In this episode of Get AdvisorFIT, host and expert finance marketer, Olivia Luper, sits down with Eric Stein, a powerhouse in the investment industry and partner at East Bay Investment Solutions.
In this conversation, Eric and Olivia discuss:
• How outsourcing investment strategies can free up advisor capacity and help financial advisory firms achieve their growth goals.
• The challenges advisors face, the benefits of finding the right investment fit, and how strategic partnerships can ease the load.
• Unique insight into succession planning, vetting prospects, and the services provided by East Bay Investment Solutions.
Connect with Eric here:
Website: https://eastbayis.com/
LinkedIn: https://www.linkedin.com/in/ericsteincfa/
If you'd like to learn more about Lexicon's FinGrowth marketing plans, hop on our newsletter list: https://lexicon-advisor-marketing.ck.page/3b08474277
In this conversation, Eric and Olivia discuss:
• How outsourcing investment strategies can free up advisor capacity and help financial advisory firms achieve their growth goals.
• The challenges advisors face, the benefits of finding the right investment fit, and how strategic partnerships can ease the load.
• Unique insight into succession planning, vetting prospects, and the services provided by East Bay Investment Solutions.
Connect with Eric here:
Website: https://eastbayis.com/
LinkedIn: https://www.linkedin.com/in/ericsteincfa/
If you'd like to learn more about Lexicon's FinGrowth marketing plans, hop on our newsletter list: https://lexicon-advisor-marketing.ck.page/3b08474277
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