What does trust actually depend on when the stakes are high and something goes wrong?
In this episode, Anne speaks with Eric Stein, partner at East Bay Investment Solutions, whose work sits inside one of the most trust-sensitive environments there is: investment decision-making. When advisors rely on your judgment to serve their clients, credibility is built in the details.
Eric shares two stories from his career that reveal opposite sides of trust. One shows how taking full ownership after a major mistake actually strengthened trust. The other shows how unclear expectations and misaligned incentives slowly weakened it.
As you listen, consider whether trust in your own work is being built by what you promise, or by what people experience when pressure arrives.
What You’ll Learn:
Ideas Worth Sharing:
About Eric Stein:
Eric Stein, CFA, is Partner and Senior Investment Strategist at East Bay Investment Solutions, where he serves as an outsourced Chief Investment Strategist for select financial advisory firms. With prior leadership roles at Goldman Sachs Asset Management and RSM U.S. Wealth Management, Eric brings deep experience across portfolio construction, risk analysis, asset allocation, and advisor support. He has been quoted in The Wall Street Journal and writes regularly on markets, due diligence, and investment strategy.
Resources:
Connect with Eric:
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