<p>This week, David Lau talks with Natalie Wolfsen, CEO of Orion Advisor Solutions. They discuss the evolving landscape of financial advice, the importance of providing technology solutions to financial advisors, and how Orion is committed to creating a comprehensive wealth management ecosystem. Learn more at https://www.dplfp.com/series/advisor-revelations-podcast.</p>

This week, David Lau talks with Natalie Wolfsen, CEO of Orion Advisor Solutions. They discuss the evolving landscape of financial advice, the importance of providing technology solutions to financial advisors, and how Orion is committed to creating a comprehensive wealth management ecosystem. Learn more at https://www.dplfp.com/series/advisor-revelations-podcast.

Creating Community through Partnerships

DPL’s popular podcast series for financial advisors featuring growth strategies and best practices shared through engaging conversation and storytelling. Gain insights from your peers in the industry, DPL’s team, David Lau, and other thought leaders driving innovation to improve outcomes for clients and grow RIA practices.
*This podcast is for informational purposes only and should not be relied upon as a basis for investment decisions. All opinions expressed are their own and may not reflect those at their firm.

Business

Investing

DPL’s popular podcast series for financial advisors featuring growth strategies and best practices shared through engaging conversation and storytelling. Gain insights from your peers in the industry, DPL’s team, David Lau, and other thought leaders driving innovation to improve outcomes for clients and grow RIA practices. *This podcast is for informational purposes only and should not be relied upon as a basis for investment decisions. All opinions expressed are their own and may not reflect those at their firm.

Share Creating Community through Partnerships

Sign up to save your podcasts

Creating Community through Partnerships

Creating Community through Partnerships

More shows like Advisor Revelations

Your Money, Your Wealth

Retirement Answer Man

Retirement Starts Today

The Meb Faber Show - Better Investing

The Retirement and IRA Show

Animal Spirits Podcast

Trillions

The Rational Reminder Podcast

Bogleheads On Investing Podcast

The Long View

Retire Today

"Fun With Annuities" The Annuity Man Podcast

Retirement Planning Education, with Andy Panko

Retire With Style

The Great Retirement Debate with Ed Slott & Jeffrey Levine