The Fuse Show
By Orion Advisor Technology
If you enjoyed our podcast, please rate and review us on iTunes and Google Play. And, be sure to share your thoughts for future episodes by emailing us at thefuseshow@Orion.com
The Fuse ShowSep 17, 2020
The Fuse Show | Episode 19: Raj Udeshi & Praveen Ghanta go under the hood on portfolio stress-testing, risk analysis & business intelligence
Raj Udeshi & Praveen Ghanta go under the hood on portfolio stress-testing, risk analysis & business intelligence.
1140-OAS-04/05/2021
The Fuse Show | Episode 18: Tim Bello on what's driving the change in the RIA M&A landscape & how wealthtech is evolving
Tim Bello, managing partner at Merchant Investment Management, on what's driving the change in the RIA M&A landscape & how wealthtech is evolving.
Show notes:
Register here for Orion’s “Making the Break” Breakaway Bootcamp.
Register here for Orion’s 2021 Ascent Conference.
0455-OAS-02/09/2021
The Fuse Show | Episode 17: Jon Dauphiné on providing pro-bono financial planning services for those in need
The Fuse Show | Episode 17: Jon Dauphiné on providing pro-bono planning services for those in need
3340-OAS-12/14/2020
The Fuse Show | Episode 16: Heather Fortner on executing a sustainable & profitable path for business growth
The Fuse Show | Episode 16: Heather Fortner on executing a sustainable & profitable path for business growth
The Fuse Show | Episode 15: Brian McLaughlin on building a successful fintech partnership
The Fuse Show | Episode 15: Brian McLaughlin on building a successful fintech partnership
2590-OAS-10/12/2020
The Fuse Show | Episode 14: Daniel Crosby, Ph.D on the power of fintech & behavioral finance working together
The Fuse Show | Episode 14: Daniel Crosby, Ph.D on the power of fintech & behavioral finance working together
The Fuse Show | Episode 13: Orion's CSO Hussain Zaidi talks One Client Portal, Bringing Together Financial Planning & Investments for Advisors
The Fuse Show | Episode 13: Orion's CSO Hussain Zaidi talks One Client Portal, Bringing Together Financial Planning & Investments for Advisors
The Fuse Show | Episode 12: Ryan Donovan & George Svagera on Brinker Capital merger & the future of Orion
The Fuse Show | Episode 12: Ryan Donovan & George Svagera on Brinker Capital merger & the future of Orion
The Fuse Show | Episode 11: Sam Ushio on the importance of purpose-driven change management in a post-COVID world
The Fuse Show | Episode 11: Sam Ushio on the importance of purpose-driven change management in a post-COVID world
The Fuse Show | Episode 10: Orion's CMO Kelly Waltrich on Market*r & Adding Product, Services to Drive Growth
The Fuse Show | Episode 10: Orion's CMO Kelly Waltrich on Market*r & Adding Product, Services to Drive Growth
The Fuse Show | Episode 9: Manish Khatta on client service while working remotely
The Fuse Show | Episode 9: Manish Khatta on client service while working remotely
The Fuse Show | Episode 8: Orion's CEO Eric Clarke on a New Home Experience and Capturing Wallet Share
The Fuse Show | Episode 8: Orion's CEO Eric Clarke on a New Home Experience and Capturing Wallet Share
The Fuse Show | Episode 7: Tina Powell Talks Marketing in 2020
The Fuse Show | Episode 7: Tina Powell Talks Marketing in 2020
The Fuse Show | Episode 6: Ryan Donovan & George Svagera Talk Orion in 2020
Orion starts 2020 with a new look, a new client experience, and a faster development process to get upgrades into advisors’ hands even more quickly. Hosts Ryan Donovan and George Svagera have the details in episode 6 of The FUSE Show.
The Fuse Show | Episode 5: At The MarketCounsel Summit with Brian Hamburger
The Fuse Show | Episode 5: At The MarketCounsel Summit with Brian Hamburger
The Fuse Show | Episode 4: Schwab’s John Connor on working with Orion, what to expect at IMPACT 2019
In "The Fuse Show," co-hosts Co-hosts Ryan Donovan and George Svagera of Orion Advisor Technology, discuss the trends and headlines in the fintech industry and offer new insights for financial advisors looking to innovate beyond traditional ways of doing business, disrupt the status quo and win more business.
If you enjoyed our podcast, please rate and review us on iTunes and Google Play. And, be sure to share your thoughts for future episodes by emailing us at thefuseshow@Orion.com
The Fuse Show | Episode 3: Heron Wealth's David Edwards on Fintech's Role as a Catalyst for Growth
The Fuse Show | Episode 3: Heron Wealth's David Edwards on Fintech's Role as a Catalyst for Growth
The Fuse Show | Episode 2: The Reformed Broker Josh Brown, Talks Tech, Wealth/Stack Event
The Fuse Show | Episode 2: The Reformed Broker Josh Brown, Talks Tech, Wealth/Stack Event
The Fuse Show | Episode 1: Orion + Advizr: Delivering the Next Generation of Client Experience
If you enjoyed our podcast, please rate and review us on iTunes and Google Play. And, be sure to share your thoughts for future episodes by emailing us at thefuseshow@Orion.com