Sign up to save your podcasts
Or
Share Using an Outsourced Chief Investment Officer (OCIO) to Deliver Enhanced Investment Services and Free Your Time for Other High-Value Pursuits with Mario Nardone
Share to email
Share to Facebook
Share to X
Share to email
Share to Facebook
Share to X
Or
Using an Outsourced Chief Investment Officer (OCIO) to Deliver Enhanced Investment Services and Free Your Time for Other High-Value Pursuits with Mario Nardone
Guest: Mario Nardone, CFA, Founding Partner of East Bay Investment Solutions, which offers outsourced chief investment officer (OCIO) solutions for planning and relationship-focused financial advisors.
In a Nutshell: The human side of financial planning is, increasingly, where financial planners are delivering the most value to clients. Building those relationships and helping people achieve their life goals can also be incredibly rewarding. But even an expert "people person" still has to deliver on the numbers side as well. Outsourcing your investment management can be one way for advisors to spend more of their time doing what they do best while also ensuring optimal outcomes for clients.
On today's show, Mario Nardone explains what an OCIO is and how they work with advisory firms to enhance their investment offering while freeing up the advisors time for other high-value pursuits.
View all episodes
By Steve Sanduski
4.7
105105 ratings
Guest: Mario Nardone, CFA, Founding Partner of East Bay Investment Solutions, which offers outsourced chief investment officer (OCIO) solutions for planning and relationship-focused financial advisors.
In a Nutshell: The human side of financial planning is, increasingly, where financial planners are delivering the most value to clients. Building those relationships and helping people achieve their life goals can also be incredibly rewarding. But even an expert "people person" still has to deliver on the numbers side as well. Outsourcing your investment management can be one way for advisors to spend more of their time doing what they do best while also ensuring optimal outcomes for clients.
On today's show, Mario Nardone explains what an OCIO is and how they work with advisory firms to enhance their investment offering while freeing up the advisors time for other high-value pursuits.
More shows like Between Now and Success
View all
Masters in Business
2,169 Listeners
The Dividend Cafe
579 Listeners
Capital Ideas Podcast
284 Listeners
At The Table with Patrick Lencioni
1,127 Listeners
Barron's Advisor
107 Listeners
SmartLess
58,262 Listeners