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This week, Kameron McRay talks with George Svagera, Senior Vice President of Institutional Sales at Orion Advisor Solutions. George leads a talented team of sales professionals to deliver Orion's industry-leading technology and wealth management solutions to broker-dealers, banks, trust companies, and custodians.
George talks with Kameron about how Orion meets the growing demand for fee-based annuities and insurance. He discusses the integration of DPL's discovery tools into Orion Connect, the launch of Orion's RIA Accelerator program for breakaway advisors, and how firms can transition without sacrificing assets or revenue. George also explains why insurance solutions are becoming a revenue-driving force for modern RIAs and why adding commission-free annuities directly into advisors' workflows is a game-changer for both client outcomes and firm profitability.
By DPL Financial Partners5
1515 ratings
This week, Kameron McRay talks with George Svagera, Senior Vice President of Institutional Sales at Orion Advisor Solutions. George leads a talented team of sales professionals to deliver Orion's industry-leading technology and wealth management solutions to broker-dealers, banks, trust companies, and custodians.
George talks with Kameron about how Orion meets the growing demand for fee-based annuities and insurance. He discusses the integration of DPL's discovery tools into Orion Connect, the launch of Orion's RIA Accelerator program for breakaway advisors, and how firms can transition without sacrificing assets or revenue. George also explains why insurance solutions are becoming a revenue-driving force for modern RIAs and why adding commission-free annuities directly into advisors' workflows is a game-changer for both client outcomes and firm profitability.

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