No choice but to use cutting edge technology

I spoke with George Svegara and Ryan Donovan for Orion’s new podcast, The Fuse Show. My firm was built backwards from the way virtually every other RIA in the country was built – we began onboarding clients in Texas, California and Washington State before we really built up much of a local presence near our headquarters. All of the other firms in our industry start locally with close, personal relationships and then try to radiate outward, first into a wider metropolitan area, then a whole state and then, if they’re lucky, a whole region or even national presence.

But because we were national first – in terms of both clientele and advisor employees – we had no choice but to use the best technology available. I discuss that below, hope you like it!


Thanks to George and Ryan, good luck with the new podcast. 

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