Creating Community through Partnerships

08/10/2024 33 min Temporada 4 Episodio 20
Creating Community through Partnerships

Listen "Creating Community through Partnerships"

Episode Synopsis

This week, David Lau talks with Natalie Wolfsen, CEO of Orion Advisor Solutions. They discuss the evolving landscape of financial advice, the importance of providing technology solutions to financial advisors, and how Orion is committed to creating a comprehensive wealth management ecosystem. Learn more at https://www.dplfp.com/series/advisor-revelations-podcast.