This week, David Lau talks with Natalie Wolfsen, CEO of Orion Advisor Solutions. They discuss the evolving landscape of financial advice, the importance of providing technology solutions to financial advisors, and how Orion is committed to creating a comprehensive wealth management ecosystem. Learn more at www.dplfp.com/series/advisor-revelations-podcast.
Forging strategic partnerships between technology providers and industry experts transforms how advisors serve their clients. These partnerships enable advisors to leverage cutting-edge solutions and strategies to optimize workflows, increase client engagement, and provide meaningful, customized financial advice.
In this episode:
Intro: 00:00
01:28 - Natalie's journey and role at Orion
02:54 - How Orion serves advisors and investors
06:03 - The importance of personalization in financial advice
10:24 - Simplifying the investment process
11:24 - Behavioral finance and client engagement
16:52 - The advantage of fee-based annuities
18:56 - How Orion helps advisors communicate effectively
20:43 - Orion's technology integration process
24:11 - Orion's growth and future prospects
31:13 - Building long-term client relationships