Eric Clarke of Orion - Leveraging Tech for Better Investor Outcomes
· Orion's The Weighing Machine
Guest:Eric Clarke
In this episode, Rusty talks with Eric Clarke, CEO of Orion Advisor Services. Eric is a high-profile industry speaker and advocate, and has won numerous industry awards. As Orion’s CEO, he’s focused on creating a suite of technology that can fully transform every client-advisor journey for the better.
Eric talks with Rusty about how tech integrations can help build meaningful and seamless client-investor connections, and what the coming months and years look like for Orion and the industry.
Key Takeaways
[03:46] - Fintech in 2022, according to Eric Clarke. [05:23] - Exploring new dimensions after the merger with Brinker Capital. [06:41] - Implementing tools to build better relationships between advisors and investors. [08:43] - Evolving value propositions in the fintech industry. [10:53] - How does a firm keep productivity high in a remote-working world? [13:41] - Orion’s acquisition of Brinker Capital. [15:52] - Why is pays to stick with your long-term investing strategy. [19:35] - Eric's first investment story. [20:56] - Eric's insights on digital assets and cryptocurrency. [23:58] - A CEO's morning routine. [27:59] - What’s in store for Orion Advisor Services in 2022?