Founder and CEO of Orion Advisor Services (@orionadvisor)
Omaha, NE
Joined May 2011
- Tweets262
- Following666
- Followers1.8K
- Likes3.6K
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Financial planners have the power to change lives through pro bono work. @PowerProBono is a great resource for anyone who is curious about volunteering! bit.ly/3y14wCk
Eric Clarke retweeted
#WarriorAdvisor Sponsor Spotlight on: the relentlessly innovative @Orion_OAS. Led by @EricRClarke, Orion is the perfect fit for an event designed to inspire, challenge and transform our Advisor community. Want to join the ranks? Become a partner here: bit.ly/3oKOTg7
Congrats @RicEdelman on the launch of your new book, The Truth About Crypto. Just received my signed copy, fantastic read!
amazon.com/Truth-About-Crypt…
Today’s news has been years in the making through the strong relationship we’ve built with @redtailtech. We can't wait to get started in making our partnership even stronger with the @RedtailCRM team and the advisors that we serve!
We're excited to announce our agreement to acquire @RedtailCRM, a web-based CRM serving the wealth management industry. Visit our resource center to learn more! orion.com/redtail/
CONGRATULATIONS @rchusker @CarsonGroupLLC on an incredible new headquarters building and awesome ribbon cutting ceremony today!
Hero father, inspiring example. R.I.P. to one half of the remarkable #TeamHoyt
We are tremendously saddened to learn of the passing of Boston Marathon icon Dick Hoyt. Dick personified what it means to be a Boston Marathoner, finishing 32 races with son Rick. We are keeping his many family & friends in our prayers. bit.ly/DickHoyt
Congrats to the team @HiddenLevers, we are excited to be partnered with you to better enable the Advisor - Client Journey! businesswire.com/news/home/2…
Celebrating our 24th anniversary and made it to the summit of Utah’s Mt. Timp - and yes, it’s great to know Elvis was here!
Proud of @orionadvisor's marketing team lead by @kdubs_waltrich digging deep to assist our advisors during this pandemic paradigm, investors need help and solid guidance now more than ever before. xitter.cf/orionadvisor/status/12…
Unlike other solutions that are too complicated, provide only 1 piece of the marketing equation or limit your creativity, Market＊r is built for maximum flexibility, no matter your level of marketing expertise. See it in action during our upcoming webinar: trst.in/VtMiSw
Eric Clarke retweeted
Market＊r provides advisors with a cost-effective marketing solution backed by the expertise of a full marketing team. @FAmagazine has the details on our newest platform: trst.in/jWknva
Eric Clarke retweeted
Market*r empowers you to tell your firm’s story with:
Turnkey, customizable, hyper-relevant content
Best-in-class marketing execution technology
A direct integration with Orion’s planning technology
Launching in 5 days.
bit.ly/347vRpm
I'm grateful to all the firms my team and I have had the pleasure of working with over the past 20 years. Together we've reached $1T in AUA.
A bit of rivalry fun @orionadvisor with the @pac12 championship tonight! @redtailtech sporting green today?
Solid insights from @MichaelKitces - Has there ever been a better time to recruit advisors to join your independent advisory firm?
investmentnews.com/section/v…
Congrats to @Schweiss_TDA and @fpassociation, could not have a finer person as FPA's President Elect!
Eric Clarke retweeted
@orionadvisor I love that Orion is always improving their technology, which allows me to be more efficient and provide a better experience to my clients! #OneOrion
Eric Clarke retweeted
It's quite interesting how this decision by TD could ripple through the fund industry. direct index replication at a flat fee allows a custom SMA with client specific constraints and continuous TLH for 1bp on a $500,000 account.
Looking forward to checking out Eclipse and ASTRO now that TD has commission-free trading @orionadvisor #OneOrion
We’ve had a devastating loss in our community today. My @OrionAdvisor team and I send our sincerest condolences and prayers to the entire Bergman family and @ENVIntel team.
I’m proud to say that today we are 1 step closer to delivering a connected advisor experience with best-in-class tech & investment flexibility with our official rebranding under the #Orion name. More on our exciting brand unification & TAMP Modernization: bwnews.pr/2n75kqR