Show Notes

In the late 90s, Eric Clarke was running an RIA firm and needed a reliable tech solution to increase efficiencies and improve the client experience. Unfortunately, nothing available to Eric worked at the level his firm required. Fiduciary RIAs were still an emerging trend and the tech world was slow to catch on. So Eric decided to develop solutions himself. In December 1999, Orion Advisor Services was born.

Eric believes that Orion’s growth is largely a testament to the success of independent advisors over the years. But it’s not just the rise of the independent fiduciary that accounts for Orion’s tremendous success. It’s also the way Eric approaches decision-making and the values that lead Eric to industry-disrupting solutions.

In this episode, Steve and Eric discuss Eric’s vision for starting Orion, how Eric consistently makes decisions that disrupt the industry, the frameworks he follows in business and in life, and where every great idea should originate.

“Allowing our advisors to truly understand their clients at a deeper level, understand what they’re trying to accomplish, understand what they value, will allow us to then not only have a better connection with that investor, but it will put the advisor in position to provide better coaching advice during volatile periods.” ~ Eric Clarke


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