Co-hosts Ryan Donovan and George Svagera of Orion Advisor Technology, discuss the trends and headlines in the fintech industry, and offer new insights for financial advisors looking to innovate beyond traditional ways of doing business, disrupt the status quo and win more business.
Episode 1
Orion + Advizr: Delivering the Next Generation of Client Experience
Episode 2
The Reformed Broker Josh Brown, Talks Tech, Wealth/Stack Event
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About the Hosts
Ryan Donovan
Ryan Donovan joined Orion Advisor Tech as a VP of Business Development in 2014 and has established a local presence in the Northeast region. Ryan is a New York native and self proclaimed gastronomist who enjoys golf, travel and relaxing at home with his wife and kids.
George Svagera
As Vice President of Business Development at Orion Advisor Tech, George Svagera is responsible for connecting with financial advisors across the southwestern United States. George is dedicated to truly understanding the unique needs of advisors and what they’re trying to accomplish with their technology.
Looking for Even More Insight From Orion?
1 in 3 Clients say they will walk away from a brand they love after one bad experience1
5x Faster growth rate of firms that focus on CX vs. those that don’t2
0692-OAS-7/10/2019
