FPA LIVE: Smarter Investment Support Without Losing Your Voice

Most financial planners didn't get into this profession because they love managing portfolios. They got into it because they love helping clients. But the investment side of the business doesn't slow down, and at a certain point, the strain of doing it all starts showing up in ways that matter. In this episode of FPA LIVE, we're joined by Eric Stein, CFA, Partner and Senior Investment Strategist at East Bay Investment Solutions, to talk about what it looks like when a planning-focused advisory firm brings in a fractional CIO. Not to hand off the client relationship, but to strengthen it. Eric works exclusively with planning-focused firms, and his take on what makes this kind of partnership work will resonate with any financial planner who has ever felt like the investment side of their practice was pulling them away from the planning side.

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