Focused on the Future

Creating a Client-Centric Wealth Management Firm with Tom Orecchio

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In the latest Focus on the Future podcast episode, industry veteran Suzanne Siracuse chats with Tom Orecchio, CEO of Modera Wealth Management, about the evolving dynamics and secrets to building a successful financial advisory firm. Tom brings in his wealth of experience, sharing stories from his inspiring journey into financial planning and revealing why he continues to foster long-term client relationships. They discuss the vital role that technology is playing in the advisor/client relationship, strategies for organic growth, and the magic behind nurturing client relationships beyond investments.

Key points:

  • The significance of personal connection in client relationships and the integration of digital advisory tools 
  • Modera’s tactical approach to client acquisition, incorporating traditional referrals, digital marketing, and centers of influence
  • The role of technology in enhancing estate planning and the essentials of client preparation
  • How Modera differentiates itself through fee-only fiduciary services and ownership plans for team members 
  • The industry’s future disruptions and how AI provides opportunities for more personal advisory roles 

    • Resources:

    • Listen to Focused on the Future on WealthManagement.com
    • Subscribe and listen to Focused on the Future on Apple Podcasts
    • Subscribe and listen to Focused on the Future on Spotify
    • The Net Positive Consortium in Wealth Management 

      • Connect With Suzanne Siracuse:

      • LinkedIn: Suzanne Siracuse
      • Twitter: Suzanne Siracuse
      • Email: [email protected]

        • Connect With Tom Orecchio:

        • Modera Wealth Management
        • LinkedIn: Modera Wealth Management
        • LinkedIn: Tom Orecchio
        • Email: [email protected] 

          • About Our Tom Orecchio:

          With over 25 years of experience in wealth management, Tom has always believed that the best way to serve clients and provide objective advice is through the independent, fee-only approach. During that time, he has had the privilege of serving individuals, families, nonprofit organizations, foundations, trusts, and others in all areas of their investment and wealth management needs.

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          Focused on the FutureBy Suzanne Siracuse
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