David is joined by Eric Stein to discuss the role of fractional CMOs in supporting financial advisors, and explore the differences between fractional CIO offerings and TAMP solutions. Eric highlights the importance of having a dedicated marketing professional to help advisors navigate the ever-changing marketing landscape. This episode emphasizes the importance of customized investment solutions and outsourcing investment management for financial advisors, highlighting the advantages of adding depth to a firm, providing more resources, and increasing client confidence.

This week on The Model FA Podcast:

Eric Stein's career path from college to asset management firm.

Career paths, subway experiences, and meeting business partner Mario Nardone.

Customized investment solutions for financial advisors.

Outsourcing investment management to a third-party CIO.

Investment management for smaller firms.

CMO and OSA roles for financial advisors.

Connect with Eric:

Website: https://www.eastbayis.com

Email: eric@eastbayis.com

About the Model FA Podcast

The Model FA podcast is a show for fiduciary financial advisors. In each episode, our host David DeCelle sits down with industry experts, strategic thinkers, and advisors to explore what it takes to build a successful practice — and have an abundant life in the process. We believe in continuous learning, tactical advice, and strategies that work — no “gotchas” or BS. Join us to hear stories from successful financial advisors, get actionable ideas from experts, and re-discover your drive to build the practice of your dreams.

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Our Team:

President of Model FA, David DeCelle

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