The first event of its kind held by advisors, for advisors, the Wealth/Stack Conference celebrates the future of the fintech industry by bringing its stakeholders together to bridge the gap between technology, investment management, and practice management. As advisor advocates — dedicated to driving the growth of advisory firms with innovative technology solutions — Orion is honored to be part of this event.
Our own Eric Clarke, CEO of Orion Advisor Solutions, caught up with Julie Parise of Gregory FCA at Orion’s tailgate party, directly following his much-anticipated Wealth/Stack keynote address, during which he explored the new ways in which technology is changing the financial industry.
- What are the two critical questions advisors need to be asking of their technology today?
- How do you use technology to turn clients into advocates?
- And what’s the deal with Orion’s brand new podcast, The Fuse Show?
For answers to all of these questions and more, check out Clarke’s interview below!
Want to make sure you never miss an episode of The Fuse Show? Subscribe today to make sure you catch the latest fintech insights and best practices, all delivered with a serious dose of humor by Orion’s own Ryan Donovan and George Svagera.
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