In this episode, Jack Sharry talks with Eric Clarke, CEO of Orion Advisors. Eric is committed to improving client outcomes through strategic acquisitions and smart technology.

Straight out of grad school, Eric began his career as an asset management wholesaler. The company he worked for was experiencing operational challenges and, eventually, Eric realized the fiduciary IRA business needed stronger technology. At the time, available tech was only built for the brokerage business rather than advisory firms. Seeing an opportunity from necessity, Eric developed a business plan and founded Orion. 

As Eric puts it, what’s current today is incredibly dated tomorrow. Orion provides technology services to advisory firms while keeping a pulse on what’s current and pivoting as needed.  

Jack and Eric discuss the art of acquisition, how to instill proactivity in advisors, and why behavioral psychology is the backbone of strong and effective advising.

“What’s fascinating to me is that our industry is dominated by finance and accounting degrees, myself included. And as we look forward, I think we’re going to see a lot more emphasis inside of the industry on having degrees potentially dominated around behavioral psychology. And hopefully, we get to a point where we’re really understanding the investors that we’re serving in ways that we can drive and create value back in very meaningful ways.” ~ Eric Clarke

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