WealthTech on Deck Creating a Frictionless Investor Experience with Noreen Beaman
In this episode, Jack talks with Noreen Beaman, President of Orion Advisor Solutions.
It’s been a year since the Brinker and Orion merger and Noreen is already harvesting the fruits of her efforts. The open-architecture experience she’s bringing to the table is creating an exciting ecosystem for engaging with advisors. She's thrilled to be at the forefront of advisor empowerment and wants to advocate more for the human component of portfolio management.
Noreen talks with Jack about creating personalized engagement for investors, mastering the art of listening as financial leaders, and using a well-connected tech ecosystem for advisor empowerment.
“I think as we look towards the future, we need to create a frictionless experience for our end investors. The companies we run look like the clients that we have. As women become a larger part of how we buy, do we want to buy the old traditional ways? Do we want to engage in ways that make us feel comfortable? That’s why having the tools and multimedia, and knowing how our next-gen want to buy we have to stay focused on the consumer and investor, and help those financial advisors drive that experience.” ~ Noreen Beaman
- The four pillars of a successful financial firm, prospect, plan, invest and achieve, ensure that we empower advisor-client journeys. This creates a smooth onboarding process, gives them access to their money, and improves tax reporting.
- Every investor's risk tolerance, risk capacity, and risk composure will be different from one another. A well-connected ecosystem, with various tech tools, can be helpful for advisors to retain clients.
- Three key points leaders must take note of to excel: watch the market outside of your market, do due diligence, and grow your network.
- To be a great advisor and leader, you have to be a good listener. When you listen, it isn't just about verbal communication, it also involves paying attention to physical cues, too.
Links
- Noreen Beaman on LinkedIn
- Orion Advisor Solutions
- Brinker Capital
- Eric Clarke
- CLS Investments
- Dr. Daniel Crosby
- John Coyne
- Microsoft Excel
- Orion Billing
- Ernst & Young (formerly Ernst and Whinney and Arthur Young & Co)
- Chuck Widger
- Only the Paranoid Survive: How to Exploit the Crisis Points That Challenge Every Company by Andrew S. Grove
- SEC
- Cheryl Nash
- Lori Hardwick
- Authentic and Ethical Persuasion:: Achieving What’s Important in Life Through Committed Listening and Compelling Stories by Jack Sharry
- John Connors
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