Episode 47: The Technology That Takes Care of Advisors So They Can Take Care Of You

In this episode, Wade and Alex welcome Ryan Beach. Ryan is President of Orion Wealth Management and helps lead their overall efforts. Orion is the leading wealth management software for advisors. They discuss how consumers who engage with an advisor should be aware of the partnerships that the advisor has with various service providers to make they can successfully provide for your needs. They also discuss how the evolution of the wealth management relationship and value-add between an advisor and a client has shifted from an investment accumulation focused to a more goals-based, retirement income, and relationship driven dynamic. Find out what Orion has in store to make sure they remain at the forefront. Oh, and did we mention, we also welcome Ryan to the RISA® Advisory Board. Listen to this episode to learn more!

 

Links:

Retirement Income Master Class for Advisors Registration Page: www.risaprofile.com/masterclass

 

This episode is sponsored by Retirement Researcher https://retirementresearcher.com/. Download their free eBook, 8 Tips to Becoming A Retirement Income Investor at retirementresearcher.com/8tips