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?

Quotes

[07:18] - “The basis of all great relationships, at least I believe, are founded on trust. And being able to help the advisor understand the investor in at a more meaningful level is something that we think will set the relationship off to a good start and help the investor better respond to the coaching that they are receiving from all these great advisors that we work with.” - Eric Clarke

[17:29] - “Obviously, as an investor, every time you can have that long-term perspective and not panic and stick with your strategy, you’re rewarded for that. And I'm a believer that whether that's a strategic or tactical or even an alternative strategy, if you stick with it over the long-term, odds are you'll be rewarded for that and it'll be worth it.” - Eric Clarke

[28:49] - “What we're focused on here in 2022 is all about connecting that experience through technology integrations, through seamless user experience, helping our advisors connect with their client in a more meaningful, seamless way and using technology to efficiently make that happen.” - Eric Clarke

Links 

• Email Eric
• Eric on LinkedIn
• Orion Advisor Services
• Beautiful Day by U2
• Standard Deviations with Dr. Daniel Crosby Podcast: Eric Clarke - Driving Better Investor Behavior
• Orion’s 3D Risk Profile
• Workplace from Meta
• Noreen Beaman
• Marriott
• Ric Edelman’s The Truth About Crypto
• Manish Khatta
• Netflix

Connect with our hosts

• Rusty Vanneman
• Robyn Murray

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