Brian McLaughlin of Orion - How People, Culture, and Technology Drive Business Success

Mar 28, 2023

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In today's business landscape, success is not solely dependent on products or services. Instead, the combination of people, culture, and technology drives business success. This trifecta of factors plays a crucial role in shaping the trajectory of any organization, influencing everything from employee productivity and customer satisfaction to innovation and long-term growth.

In this episode, Rusty and Robyn talk with Brian McLaughlin, President at Orion Advisor Tech. Prior to Orion's acquisition in June 2022, Brian was the CEO and Co-Founder of Redtail Technology, where he worked closely with advisors, broker-dealers, and industry partners for nearly two decades. Through innovation and cooperation, Brian's touchstone has always been to make the industry a better place for those who depend upon it. He is passionate about the CRM-driven solutions Redtail Technology provides to the financial services community and enjoys getting his hands dirty to pursue continuous innovation.

Having the desire to improve CRM-driven solutions, Brian talks about culture and technology. He explores how advisors can use technology to enhance and support their businesses, select the best investment solutions, and increase engagement in client satisfaction.

Key Takeaways

[03:25] - How Redtail Technology came to be.
[08:05] - How the merging of Orion and Redtail Technology came about.
[11:57] - Brian's definition of culture and why it's so important to an organization.
[14:17] - How Brian adapted to the merging of Orion and Redtail's cultures.
[16:46] - Brian's goals and objectives for building a fintech ecosystem.
[19:20] - The qualities Brian looks for in teammates and creators.
[21:17] - The power of integration and connected technology.
[23:30] - What the Redtail Campaigns is all about.
[25:36] - What Redtail Speak is and how it works.
[29:05] - How advisors can best serve their clients in the current market environment.
[30:49] - The most vital piece of fintech in 2023.
[33:17] - How technology can increase client engagement and satisfaction.
[39:25] - The cool stuff Brian does as a tech nerd.
[41:46] - How financial advisors can use technology to identify and select investment opportunities.
[43:40] - Brian's favorite investment idea.
[45:51] - How Brian keeps his energy up to perform at his best.
[47:43] - The people Brian is professionally thankful for.
[49:04] - Brian's recommendations for content.

Quotes

[12:01] - "Culture is the foundational element of any successful business. We have to have core values that everybody can relate to in the organization to help drive us when times are challenging or even when times are good." ~ Brian McLaughlin

[22:36] - "The power of integration is simplification, so you get back to what's really the most important thing. For an advisor, that's the client relationship and spending all their money and time there." ~ Brian McLaughlin

[33:40] - "Technology is designed to make the advisor's life easier. It's meant to make their business operate easier." ~ Brian McLaughlin

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