The Fuse Show

Orion Advisor Technology · 48 episodes

Join Natalie Wolfsen, Orion CEO, and Brian McLaughlin, President of Advisor Tech, in this special takeover season of Orion’s The Fuse Show, where they’ll share compelling stories of innovation across the industry — including a few of their own. Along with a seriously awesome roster of inspiring guests, they’ll explore groundbreaking ideas — from fintech’s need for a data revolution, to how investo

The Fuse Show is produced by Milemarker Studio as part of the Milemarker Podcasting Network.

Listen on Apple Podcasts

Episodes

All 48, newest first.

Joe Duran and Terri Kallsen of Rise Growth Partners - 2025 Forecast
2024-12-04 · Joe Duran, Terri Kallsen
Stacy Havener of Havener Capital - Growth Through Storytelling
2024-10-02 · Stacy Havener
John Euart of McKinsey & Company - Buzzwords or Gamechangers?
2024-09-05 · John Euart
Innovation in Alternatives with Phil Huber of Cliffwater
2024-08-13 · Phil Huber
The Need for a Data Revolution with Christi Deakin and Chris McDonald of Amazon Web Services
2024-07-17 · Christi Deakin, Chris McDonald
Generative AI with Jason Pereira of Woodgate Financial
2024-05-30 · Jason Pereira
Regulation Innovation with Ian Meiksins of Key Bridge Compliance
2024-05-30 · Ian Meiksins
Innovation in BeFi with Dr. Daniel Crosby
2024-03-27 · Dr. Daniel Crosby
Tax Planning Made Easy with Torie Happe
2023-12-19 · Torie Happe
The Changing World of Wealth Management with Noreen Beaman
2023-11-14 · Noreen Beaman
Defined Duration Investing with Cullen Roche
2023-10-31 · Cullen Roche
Regulatory Compliance Strategies with Jeffrey Lang
2023-08-29 · Jeffrey Lang
The Rise of OCIO Services with Timothy Holland
2023-08-15 · Timothy Holland
Strategies for Financial Advisory Growth with J.D. Bruce
2023-08-01 · J.D. Bruce
Harnessing the Power of a Robust Tech Stack with Lori Hardwick
2023-06-27 · Lori Hardwick
Empowering Advisors in the Era of Alternative Investments with Matt Brown
2023-06-13 · Matt Brown
The Intersection of Marketing and Public Relations with Jimmy Moock
2023-05-02 · Jimmy Moock
The Principles of Highly Effective Marketing with Robert Sofia
2023-04-18 · Robert Sofia
A Digital Account Opening Solution with Megan Hausmann and McAllister Green
2023-04-04 · Megan Hausmann, McAllister Green
Helping Advisors Scale and Customize Their Businesses with Penny Phillips
2023-03-21 · Penny Phillips
Creating the Next Generation of Advisor Platforms with Jud Mackrill
2023-03-07 · Jud Mackrill
How Data Drives Better Business with Kyle Van Pelt
2023-02-21 · Kyle Van Pelt
Redefining Marketing Strategies for Financial Services with Kelly Waltrich
2023-02-07 · Kelly Waltrich
Unlocking the Power of Payroll with Hussain Zaidi
2023-01-24 · Hussain Zaidi
Harmonizing People, Culture, and Technology with Brian McLaughlin
2023-01-10 · Brian McLaughlin
Providing Strategic Support to Broker-Dealers and Asset Managers with Chip Kispert
2022-12-27 · Chip Kispert
Bringing the Best Technology and Solutions to Advisors with Joel Bruckenstein
2022-12-13 · Joel Bruckenstein
ESG: The GPS of Investing with Jeff Gitterman
2022-11-29 · Jeff Gitterman
Bringing Humanity Back to In-Person Networking with Matt Middleton
2022-11-15 · Matt Middleton, Chief Executive
Integrating Behavioral Finance and Wealthtech Solutions with Daniel Crosby
2022-11-01 · Daniel Crosby
The Fuse Show Is Back!
2022-10-06
The Fuse Show | Episode 19: Raj Udeshi & Praveen Ghanta go under the hood on portfolio stress-testing, risk analysis & business intelligence
2021-04-05
The Fuse Show | Episode 18: Tim Bello on what's driving the change in the RIA M&A landscape & how wealthtech is evolving
2021-02-09
The Fuse Show | Episode 17: Jon Dauphiné on providing pro-bono financial planning services for those in need
2020-12-15
The Fuse Show | Episode 16: Heather Fortner on executing a sustainable & profitable path for business growth
2020-11-12
The Fuse Show | Episode 15: Brian McLaughlin on building a successful fintech partnership
2020-10-12
The Fuse Show | Episode 14: Daniel Crosby, Ph.D on the power of fintech & behavioral finance working together
2020-09-17
The Fuse Show | Episode 13: Orion's CSO Hussain Zaidi talks One Client Portal, Bringing Together Financial Planning & Investments for Advisors
2020-08-26
The Fuse Show | Episode 11: Sam Ushio on the importance of purpose-driven change management in a post-COVID world
2020-06-03
The Fuse Show | Episode 10: Orion's CMO Kelly Waltrich on Market*r & Adding Product, Services to Drive Growth
2020-04-17
The Fuse Show | Episode 9: Manish Khatta on client service while working remotely
2020-03-26
The Fuse Show | Episode 8: Orion's CEO Eric Clarke on a New Home Experience and Capturing Wallet Share
2020-03-06
The Fuse Show | Episode 7: Tina Powell Talks Marketing in 2020
2020-02-20
The Fuse Show | Episode 6: Ryan Donovan & George Svagera Talk Orion in 2020
2020-01-29
The Fuse Show | Episode 5: At The MarketCounsel Summit with Brian Hamburger
2019-12-04 · Brian Hamburger
The Fuse Show | Episode 4: Schwab’s John Connor on working with Orion, what to expect at IMPACT 2019
2019-11-01
The Fuse Show | Episode 2: The Reformed Broker Josh Brown, Talks Tech, Wealth/Stack Event
2019-09-03
The Fuse Show | Episode 1: Orion + Advizr: Delivering the Next Generation of Client Experience
2019-07-23

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