The future of fintech, wealthtech, and wealth management is exciting and rapidly evolving. With the advent of new technologies and changes in consumer behavior, the possibilities for growth and innovation are endless. As the industry adapts to these changes, investors are shifting towards more personalized, efficient, and accessible financial services.

In this episode, Rusty and Robyn talk with Eric Clarke, CEO of Orion Advisor Services. In his role, Eric helps advisory professionals operationalize their vision for success by delivering cutting-edge financial technology and investment management solutions through the organization's brand entities: Orion Advisor Tech, Orion Wealth Management, and Orion OCIO.

As an industry-recognized thought leader and advocate for advisory professionals, Eric talks with Rusty and Robyn about the future of fintech, wealthtech, and wealth management industries, the emerging needs of advisors, and how to build an RIA.

Key Takeaways

[04:21] - How Orion Advisor Services came to be.

[06:11] - Among Orion's highlights in 2022.

[08:14] - How Orion adapts to the changes in the FinTech, wealthtech, and wealth management industries.

[11:20] - What excites Eric in the technology space.

[13:26] - The role of the OCIO in an organization.

[14:47] - The thing that excites Eric most about wealth management.

[17:03] - Eric's vision for the investment industry in the future.

[19:30] - The emerging solvable needs of RIAs and how Orion helps solve them.

[20:57] - How Eric would build an RIA today.

[23:18] - What to look forward to at Orion’s National Ascent Conference.

[25:58] - Eric's favorite investment idea.

[27:45] - How Eric maintains his energy to perform at a high level.

[30:18] - Among the people Eric is grateful for on a professional level.

[31:26] - Eric's recommendation for content.

Quotes

[17:19] - "We've made acquisitions to connect the prospect, plan, invest, and achieve a framework for our advisors. We're creating a great client experience by connecting these four strategic pillars and driving operational efficiencies for our advisors." ~ Eric Clarke

[22:52] - "There's an incredible opportunity as we see many baby boomers still approaching or in retirement. They need help extending the years that the wealth can provide income, and advisors are well-positioned to add value to help them achieve their goals." ~ Eric Clarke

[26:56] - "There's an incredible opportunity to build active indexed strategies at scale, leveraging the optimization algorithm technology." ~ Eric Clarke

Links 

Eric Clarke on LinkedIn

Eric Clarke on Twitter

Cold Heart by Elton John and Dua Lipa

Redtail Technology

Brian McLaughlin

Orion Advisor Technology

TownSquare Capital

Orion Risk Intelligence

BasisCode Compliance

Orion Ascent

Skip Schweiss

Chip Roame

Standard Deviations with Dr. Daniel Crosby

Eric Clarke Email

Connect with our hosts

Rusty Vanneman

Robyn Murray

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0074-OPS-1/11/2023