Episode #4 – Eric Clarke, CEO at Orion Advisor Services

Can You Hold My Attention? The Derek Bruton Podcast

Episode #4 – Eric Clarke, CEO at Orion Advisor Services

January 19, 2021

Orion Advisor Services CEO, Eric Clarke, and I covered a lot of ground in this conversation. As one of the most innovative leaders in both FinTech and financial services, Eric has tremendous insight into how technology drove our industry in 2020 – “A year of Darwinian evolution…” – and how our landscape has been permanently changed as a result.

The importance of leading by listening
What Eric sees as the next phase in the evolution of our industry
How Orion’s merger with Brinker Capital led to a new mission: “Power The Advisor/Client Journey”
How the American investor benefitted from the evolution of the financial services industry
How close are we to “Alexa…” for financial services?

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San Diego, CA

Welcome to “Can You Hold My Attention?”. In this podcast, financial services industry veteran Derek Bruton invites his guests to discuss and debate the latest trends and hottest topics facing financial advisors today.