The integration of Redtail's industry-leading, next-generation CRM technology with Orion's open architecture wealthtech platform can serve as the foundation for advisors' tech stack via an end-to-end, seamlessly integrated platform built around a CRM hub. They aim to solve some of the advisors' tech integration challenges by bringing together the necessary technology pieces to succeed.
In this episode, George and Ryan talk with Brian McLaughlin, President of Orion Advisor Technology. Before Orion's acquisition in June 2022, Brian was the CEO and Co-Founder of Redtail Technology. He worked closely with advisors, broker-dealers, and industry partners for nearly two decades. Through innovation and cooperation, Brian's touchstone has always been to make the industry a better place for those who depend upon it.
As President of Orion Advisor Technology, Brian talks with George and Ryan about his goal for the company, among his many projects for Orion, and how Redtail and Orion integrate technology to drive growth for advisors and clients.
Key Takeaways
Quotes
[02:05] - "We're solving and trying to harmonize the people, the culture, and the technology. The people make the magic happen, the culture keeps us going and energized, and the technology improves advisors' experience." ~ Brian McLaughlin
[29:55] - "When I sold Redtail, I was looking for a partnership. I was looking for somebody I could commiserate during the bad times, celebrate the wins, do it together, be uniform, and have the same values. And that's a big reason why I sold it to Orion." ~ Brian McLaughlin
[30:24] - "When you have leadership aligned from a personal and work standpoint, from values and innovation, there's no stopping us. The sky's the limit when you have that bond and connection."~ Brian McLaughlin
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2066-OAT-10/31/2022
