More advisors are going independent, and Orion’s Breaking Away Resource Center offers helpful best-practice, advice and resources for advisors looking to make a leap in their career.
As a breakaway advisor, one of the biggest decisions you’re likely facing is evaluating and choosing the best advisor technology to suit your needs. This process doesn’t have to be difficult—and you don’t have to do it alone. Check out our 5 tips for getting started in today’s blog post:
Orion’s CEO, Eric Clarke, writes in Financial Planning Magazine, that advisors will struggle to stand out if they all use the same bundled tech stacks with the same reporting and portfolios. Read more of Eric’s advice on choosing technology to best fit your business model.
Choosing technology for breakaway advisors is an important consideration when starting up a new RIA. In today’s post, we look at the questions to ask when vetting options.