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, David Lau talks with Natalie Wolfsen. Natalie joined Orion Advisor Solutions as CEO in October 2023 and is a member of the firm's Board of Directors. David and Natalie talk about the evolving landscape of financial advice and the role of technology in empowering advisors and investors. They discuss the importance of providing technology solutions to financial advisors and how Orion is committed to creating a comprehensive wealth management ecosystem.
In this episode:
- [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
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