FutureProof Advisor Podcast

Eric Clarke from Orion - Revolutionizing an entire industry with technology + relationships


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Industry pioneer, innovative, cutting edge and Fintech leader. These are just a few of the many words that come to mind from my conversation with Eric Clarke. Eric is the CEO at Orion Advisor Services. Orion is a holistic software solution for financial advisors built to help firms become integrated and streamlined with powerful technology. Eric started Orion as a solution to help one of their sister companies, but has now expanded to serve over 1,800 financial advisors and serves more than one-third of all billion-dollar RIA firms in the country. And recently Eric was named as one InvestmentNews Innovators for 2019 and today we are lucky enough to have Eric on the show to talk through the innovations that are happening within our industry today.
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FutureProof Advisor PodcastBy Matt Reiner

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