In this episode, David Armstrong is joined by Eric Clarke, the CEO of Orion Advisor Solutions. David and Eric dive into their thoughts about the future of financial advice and how COVID-19 has changed the course of the industry.
In this episode, we discuss:
- How COVID-19 has changed the way that Orion does work
- What Marketer is and how it works
- Orion’s COVID-19 social media campaign
- What the future looks like for the financial management industry
- And more!
Tune in as we uncover what the future might hold for financial advising and changes are coming in the industry.