In this week’s episode, Three Crowns CEO Johnny Sandquist chats with Brian McLaughlin, President of Orion Advisor Technology. This podcast is sponsored by Halo Investing and was recorded at the MarketCounsel Summit 2022.When Redtail was acquired by Orion last year, Brian McLaughlin knew he was in for more than a few changes.For starters, going from CEO of a 130-person team at Redtail to President of a 1,000-person team at Orion was a huge shift. But regardless of the size or location of the t...
