Скачать или смотреть A Lesson On Scaling Up ft. Eric Clarke, Founder of Orion | Disruption Blueprint Podcast Shorts | RFG

Could this saying be true with businesses as well, that oftentimes we receive a lot more than we seek?

Join Shannon Spotswood from RFG Advisory as she and Eric Clarke, the visionary Founder and CEO of Orion, discuss the rapidly evolving landscape of wealth management and the partnership between Orion Advisor Solutions and RFG Advisory. Listen in as the conversation contrasts traditional Wall Street methods with innovative financial strategies.

Throughout the discussion, Shannon and Eric explore:

How Eric’s leadership style evolved over the years
Three key takeaways for leaders who are looking to scale
The importance of being willing to disrupt the status quo and traditional ways of thinking in a technology business
What hurdles come with scaling a business
The concerns and benefits of bringing in a capital partner
Why KPIs are essential for businesses today
How real success is built on genuine relationships
Why every client interaction matters and where behavioral finance changes the game
And much more!


Please reach out to your advisor or visit our website if you have any questions!

RFG Advisory is an innovator in the wealth management industry that serves independent financial advisors and their clients. Founded in 2003, RFG Advisory provides advisors with a turn-key platform to maximize independence, including innovative technology, institutional-caliber investment management, marketing, compliance, business consulting, and operational support. We strive for excellence because Your Future is Our Priority!

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This commentary reflects the personal opinions, viewpoints and analyses of RFG Advisory, LLC employees and should not be regarded as a description of advisory services provided by RFG Advisory, LLC or performance returns of any client. The views reflected in the commentary are subject to change at any time without notice. Nothing herein constitutes investment advice, performance data or any recommendation that any particular security, portfolio of securities, transaction or investment strategy is suitable for any specific person. Any mention of a particular security and related performance data is not a recommendation to buy or sell that security. RFG Advisory, LLC manages its clients’ accounts using a variety of investment techniques and strategies, which are not necessarily discussed in the commentary. Investments in securities involve the risk of loss. Past performance is no guarantee of future results.

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