The Simple Guide to Disrupting an Industry with Eric Clarke

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

Links

Connect with our hosts

Subscribe and stay in touch

The contents of any report published herein are for informational and educational purposes only. The articles are not to be construed as investment, tax, financial, accounting, or legal advice. Individuals should seek independent advice from a tax professional based on his or her individual circumstances.

The analysis contained in any publication published or otherwise disseminated by Buckingham Strategic Partners (BSP) on this site is based on the data available at the time of publication which may become outdated or otherwise superseded at any time without notice, and the opinions of BSP. Certain information contained therein is based upon third-party sources, which BSP believes to be reliable, but is not guaranteed for accuracy or completeness. Neither the SEC nor any other federal or state agency or non-U.S. commission has confirmed the accuracy or determined the adequacy of information published or disseminated by BSP. Any publication or dissemination of information to the contrary is unlawful. Each reader acknowledges the contents published or otherwise disseminated by BSP is the sole property of BSP and any reproduction or distribution of such information, in whole or in part, other than for its intended purpose with credit provided to BSP, is prohibited. BSP reserves the right to remove, alter, edit, or adapt any third-party content published, contributed, or subject to applicable law.

By clicking on any of the links within the articles on this site you acknowledge that they are solely for your convenience, and do not necessarily imply any affiliations, sponsorships, endorsements or representations whatsoever by us regarding third-party Web sites. We are not responsible for the content, availability or privacy policies of these sites, and shall not be responsible or liable for any information, opinions, advice, products or services available on or through them.