Leveraging Tech for Better Investor Outcomes with 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?

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

Subscribe and stay in touch

Apple Podcasts

Spotify

Google Podcasts

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

Subscribe and stay in touch

Apple Podcasts
Spotify
Google Podcasts