O TYM PODKAŚCIE 🔗
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 investors are demanding more from you than ever and how you can deliver, to how your tech stack can help you create raving fans out of your clients, to so much more.
Tune in for actionable tips, tricks, strategies, and thought-provoking ideas from across our industry (and outside of it). Together, we’ll light the fuse for your growth! Brought to you by Orion Advisor Solutions.
0744-OAT-3/27/2024
Tune in for actionable tips, tricks, strategies, and thought-provoking ideas from across our industry (and outside of it). Together, we’ll light the fuse for your growth! Brought to you by Orion Advisor Solutions.
0744-OAT-3/27/2024
Częstotliwość aktualizacji:
every 36 days
Średnia długość dźwięku:
34 minutes
Wywiady gościnne
Ma sponsorów
Język angielski
Stany Zjednoczone
49 odcinków
od 23 lipca 2019
episodic
NAJNOWSZY ODCINEK 🔗
This Week on The Fuse Show, Natalie and Brian talk with Joe Duran and Terri Kallsen of Rise Growth Partners. Joe is a serial entrepreneur and an industry visionary in wealth management and wealth tech. Most recently Joe was a Partner at Goldman Sachs as Co-Head of the Workplace and Personal Wealth …
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POPRZEDNIE ODCINKI 🔗
This Week on The Fuse Show, Natalie and Brian talk with Stacy Havener, Founder and CEO of Havener Capital. Stacy Havener has made a career raising $8B+ for new/undiscovered funds that led to $30B+ in follow-on AUM. Prior to finding her niche in raising capital, she was an award-winning writer who d…
This Week on The Fuse Show, Natalie and Brian talk with John Euart, Associate Partner at McKinsey & Company.
Key Takeaways
[04:11] - John’s professional background and what led him to McKinsey and to specialize in industry trends?
[07:09] - As an industry, we have talked extensively about the …
This Week on The Fuse Show, Natalie and Brian talk with Phil Huber. Phil is a Managing Director and Head of Portfolio Solutions for Cliffwater, based in their Chicago office. Prior to joining Cliffwater, Phil was the Chief Investment Officer for Savant Wealth Management. He earned a bachelor’s degr…
This Week on The Fuse Show, Natalie and Brian are joined by Christi Deakin and Chris McDonald from Amazon Web Services. Christi Deakin, based in Sarasota, FL, is currently a US Fintech Leader at Amazon Web Services (AWS), bringing experience from previous roles at Nyca Partners, Wells Fargo and Bea…
Tune in this week to learn more about innovations in regulation from Ian Meiksins of Key Bridge Compliance. In particular, we will discuss what innovations are taking place at the SEC and what our clients can do about it.
Key Takeaways
[02:00] - What makes Cincinnati unique and what are some fun t…
Tune in this week to learn more about Generative AI from Jason Pereira of Woodgate Financial. In particular, we will discuss how to counsel advisors on how to not let fear takeover when it comes to AI and how they can best implement AI-powered tools in their practice. In addition, we take a look at…
Tune in this week to learn more about innovations in regulation from Ian Meiksins of Key Bridge Compliance. In particular, we will discuss what innovations are taking place at the SEC and what our clients can do about it.
how to council advisors on how to not let fear take over when it comes to AI …
Tune in this week to learn more about innovation in BeFi from Orion's Chief Behavioral Officer, Dr. Daniel Crosby. In particular, learn why clients often overlook the value add of BeFi, how Orion integrates and embeds BeFi into the DNA of their tech, about Orion’s new tool “Pulse Check” and what th…
Many people increasingly recognize the importance of understanding their taxes thoroughly, not merely as an annual obligation but as a strategic tool for shaping their financial future. While tax planning is not intended to replace the comprehensive financial plan, it is a strategic piece to empowe…
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‐ Isaac "Llamacorn" Newton
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