The Fuse Show

The need for strategic support is critical for broker-dealers and asset managers. In particular, the competitive pressures of the changing market landscape, digital transformation, and the need to continuously meet clients' evolving needs require an ongoing and robust dialogue between service providers and their clients. In this episode, George and Ryan talk with Chip Kispert, Managing Partner at...

With the financial services industry going through a digital transformation, it's becoming increasingly difficult for smaller firms to keep up with the latest technology and practice management tools. As a result, they are struggling to keep up with the pace of change or need more resources or expertise in-house to keep up with the latest developments. What can financial professionals do to meet n...

ESG investing has become one of the most popular and fastest-growing areas in the financial world, with more and more investors looking to put their money into companies that align with their values. Despite its popularity, there still needs to be more clarity about what ESG investing is and how it works.  In this episode, Ryan and George are joined by Jeff Gitterman, CEO and Partner at Gitterman...

The financial services industry has historically relied on in-person events to drive revenue, but the global pandemic forced professionals to rethink their approach to networking. While the in-person conference is fundamental to building a business, it can also feel transactional, overly formal, and awkward. In this episode, Ryan Donovan and George Svagera speak with Matt Middleton, Chief Executiv...

Advisor-client relationships are multifaceted, influenced by various factors ranging from market conditions to the client’s circumstances. The ability to provide holistic financial advice requires an understanding of psychological influences that affect decision-making.  In this episode, George and Ryan talk with Daniel Crosby, Ph. D., Chief Behavioral Officer at Orion Advisor Solutions. Daniel is...

The Fuse Show is back! In each episode, Ryan Donovan and George Svagera will bring you insightful and entertaining dialogue from some of the greatest thought leaders in the industry. They will also dig into the specifics of how you can implement the best solutions, workflows, and processes into your business.  A lot has changed and there’s a lot to talk about. Our first episode will be dropping so...

Raj Udeshi & Praveen Ghanta go under the hood on portfolio stress-testing, risk analysis & business intelligence. 1140-OAS-04/05/2021

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 planning services for those in need Donate here . 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 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 13: Orion's CSO Hussain Zaidi talks One Client Portal, Bringing Together Financial Planning & Investments for Advisors 

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 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 7: Tina Powell Talks Marketing 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

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...

The Fuse Show | Episode 2: The Reformed Broker Josh Brown, Talks Tech, Wealth/Stack Event

The future of wealth management is shifting. Learn more about why Orion + Advizr came together and how we’re empowering advisors to showcase their value, enhance their client relationships, and redefine their own 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@O...