About the Episode:

In this episode, The Orion CEO, shares what inspires the creation of Orion’s many offerings, who has most impacted his leadership style and how trust played a pivotal role in a critical acquisition.

He goes on to discuss his views around the importance of AI and Behavioral Finance in wealth management and why he’s so bullish on direct indexing.

Plus, his heartfelt Big Reveal that is love letter to the industry.