Struggling to balance client demands with business growth and still find time for yourself?
Learn how an outsourced CIO can help!
Kristin Harad welcomes Mario Nardone, CFA, and Eric Stein, CFA, from East Bay Investment Solutions to discuss how outsourced Chief Investment Officer (CIO) services can transform your RIA. If you’re a planning and relationship-focused RIA leader who feels stretched, this episode is for you!
Discover how a CIO can provide investment management solutions without taking away your control. You’ll gain more free time and improve your work-life balance.
Tune in to find out how to leverage this outsourcing option for your RIA.
Key Highlights:
- Strategic Outsourcing: Access top-tier investment research and support, allowing you to concentrate on client engagement and business expansion
- Client Success Stories: Hear real-life examples, including a successful generational transition at a long-established RIA and significant growth achieved by new advisors through East Bay’s guidance and support
- Credibility and Marketing: Enhance your firm’s credibility and marketing efforts, giving you a competitive edge and reassuring clients about expert investment management
- Educational Support: Learn how East Bay educates new advisors on investment strategies, reducing the training burden on senior advisors and enabling a focus on business growth
- Avoid Burnout: Discover the benefits of outsourcing to help you focus on the work that fulfills you and keep a balanced lifestyle while managing growth.
For further insights and resources: Subscribe to the Full Advisor Coaching podcast and share it with your network to spread the knowledge and support within the financial advisory community.
Resources:
- East Bay Investment Solutions Readiness Quiz: Take the quiz to assess your firm’s readiness for outsourced CIO services.
Connect with Kristin Harad:
- LinkedIn: Kristin Harad, CFP®
- FullAdvisorCoaching.com
- X: KristinHarad
- Email: kristin@fulladvisorcoaching.com
- Schedule a Conversation with Kristin
Connect with Mario Nardone and Eric Stein:
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