Ep. 138: Orion Advisor Buys Redtail Technology with Kristen Schmidt
This is a bonus episode that we recorded after the news dropped today about Orion Advisor buying Redtail Technology. With no preparation and at great personal expense, Kristen Schmidt and I had a discussion about the ramifications of this deal for customers, partners and competitors. We also covered messaging from Redtail, current CRM market share, […]
Ep. 113: Building a Seamless Tech Stack with Jeff Haines, Thrivent Advisor Network
“In the independent RIA space, there’s a great opportunity to provide a community for advisors. I know a lot of advisors that go independent miss the community that goes along with being part of a larger organization. And I know there’s been a lot of platforms over the years that have built and strengthened their […]
