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. 

What's been said:

Discussions found on the web
  1. eatverts.com commented on Sep 21

    … [Trackback]

    […] Information on that Topic: thereformedbroker.com/2019/08/28/no-choice-but-to-use-cutting-edge-technology/ […]

  2. love doll commented on Sep 25

    … [Trackback]

    […] Read More Info here on that Topic: thereformedbroker.com/2019/08/28/no-choice-but-to-use-cutting-edge-technology/ […]

  3. kid commented on Sep 25

    … [Trackback]

    […] Find More Information here to that Topic: thereformedbroker.com/2019/08/28/no-choice-but-to-use-cutting-edge-technology/ […]

  4. Best Mortgage Brokers Melbourne commented on Oct 04

    … [Trackback]

    […] Read More Information here on that Topic: thereformedbroker.com/2019/08/28/no-choice-but-to-use-cutting-edge-technology/ […]

  5. servicenow grc commented on Oct 17

    … [Trackback]

    […] Find More Information here on that Topic: thereformedbroker.com/2019/08/28/no-choice-but-to-use-cutting-edge-technology/ […]

  6. 메이저놀이터 commented on Oct 19

    … [Trackback]

    […] Read More to that Topic: thereformedbroker.com/2019/08/28/no-choice-but-to-use-cutting-edge-technology/ […]

  7. DevOps commented on Nov 19

    … [Trackback]

    […] Find More Info here on that Topic: thereformedbroker.com/2019/08/28/no-choice-but-to-use-cutting-edge-technology/ […]

  8. scotia online commented on Dec 05

    … [Trackback]

    […] Read More here to that Topic: thereformedbroker.com/2019/08/28/no-choice-but-to-use-cutting-edge-technology/ […]

  9. avielen.net commented on Dec 05

    … [Trackback]

    […] Info to that Topic: thereformedbroker.com/2019/08/28/no-choice-but-to-use-cutting-edge-technology/ […]

  10. 프로툰 commented on Dec 28

    … [Trackback]

    […] Here you can find 86979 additional Information on that Topic: thereformedbroker.com/2019/08/28/no-choice-but-to-use-cutting-edge-technology/ […]