Harmonizing People, Culture, and Technology with Brian McLaughlin

The integration of Redtail's industry-leading, next-generation CRM technology with Orion's open architecture wealthtech platform can serve as the foundation for advisors' tech stack via an end-to-end, seamlessly integrated platform built around a CRM hub. They aim to solve some of the advisors' tech integration challenges by bringing together the necessary technology pieces to succeed.

In this episode, George and Ryan talk with Brian McLaughlin, President of Orion Advisor Technology. Before Orion's acquisition in June 2022, Brian was the CEO and Co-Founder of Redtail Technology. He worked closely with advisors, broker-dealers, and industry partners for nearly two decades. Through innovation and cooperation, Brian's touchstone has always been to make the industry a better place for those who depend upon it.

As President of Orion Advisor Technology, Brian talks with George and Ryan about his goal for the company, among his many projects for Orion, and how Redtail and Orion integrate technology to drive growth for advisors and clients.

Key Takeaways