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/

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