Helping Every Client to Maximize Their Orion Experience with Greg Menefee

Nov 22, 2022

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Over the years, businesses have focused on providing the best products and services. While this is still important, it's no longer enough. Client experience is the new battleground in today's business environment and will only become more important in the years to come.

In this episode, Jack talks with Greg Menefee, Senior Vice President of Consulting & Implementation at Orion Advisor Tech. As a leader, Greg has built and led new, diverse teams by strategically establishing and cultivating a positive, productive, and inclusive cultural foundation. In his role, Greg leads a team that supports independent financial advisors in incorporating tech into their business, enhancing the practice management of their business and their client's experience.

As a leader of teams that excel at elevating the client experience, Greg talks with Jack about the importance of client experience in financial services and how he helps every client maximize their Orion experience.

Key Takeaways

[01:10] - What it's like to work at TD Ameritrade.
[06:34] - How Orion creates the best client experience.
[10:54] - How Greg and his team use technology to elevate client experiences.
[13:53] - Why client experience is important in financial services.
[17:40] - How Greg got into the fintech industry.
[21:18] - What client experience truly is.
[29:04] - What the future holds for the advisory industry.
[31:55] - Greg's key takeaways.
[35:59] - Greg's favorite things to do outside of work.

Quotes

[13:06] - "Client experience is the right competitive strategy for this industry, and more and more advisory firms are catching onto that. Client experience is going to be the big differentiator in the future." ~ Greg Menefee

[15:16] - "A world-class client experience starts with a world-class associate experience. An organization has to focus and invest time thinking about what their associate experience will look like to support their clients' experience and feel about their organization. If the advisor doesn't believe the client's experience is important, they will not make the connection." ~ Greg Menefee

[22:21] - "Client experience isn't an event. It's not a department, and it's not a person in your organization. It's a strategy. So, you will either compete based on your product, price, or experience. That's it."~ Greg Menefee

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