Harmonizing People, Culture, and Technology with Brian McLaughlin

The integration of Redtail's industry-leading, next-generation CRM technology with Orion's open architecture wealthtech platform can serve as the foundation for advisors' tech stack via an end-to-end, seamlessly integrated platform built around a CRM hub. They aim to solve some of the advisors' tech integration challenges by bringing together the necessary technology pieces to succeed. In this episode, George and Ryan talk with Brian McLaughlin, President of Orion Advisor Technology. Before Orion's acquisition in June 2022, Brian was the CEO and Co-Founder of Redtail Technology. He worked closely with advisors, broker-dealers, and industry partners for nearly two decades. Through innovation and cooperation, Brian's touchstone has always been to make the industry a better place for those who depend upon it.  As President of Orion Advisor Technology, Brian talks with George and Ryan about his goal for the company, among his many projects for Orion, and how Redtail and Orion integrate technology to drive growth for advisors and clients. Key Takeaways [01:37] - Brian's goal as the President of Orion Advisor Technology. [05:59] - Brian's many projects for Orion. [08:37] - How Brian plans to eliminate redundant data across the company's systems. [11:23] - A look at how Redtail and Orion integrate technology. [17:53] - How Redtail Campaigns can help clients grow. [21:15] - The integration of behavioral principles across platforms. [26:26] - What the technology leadership team looks like. [31:49] - How Redtail Speak works. Quotes [02:05] - "We're solving and trying to harmonize the people, the culture, and the technology. The people make the magic happen, the culture keeps us going and energized, and the technology improves advisors' experience." ~ Brian McLaughlin [29:55] - "When I sold Redtail, I was looking for a partnership. I was looking for somebody I could commiserate during the bad times, celebrate the wins, do it together, be uniform, and have the same values. And that's a big reason why I sold it to Orion." ~ Brian McLaughlin [30:24] - "When you have leadership aligned from a personal and work standpoint, from values and innovation, there's no stopping us. The sky's the limit when you have that bond and connection."~ Brian McLaughlin  Links  Brian McLaughlin on LinkedIn Brian McLaughlin on Twitter Orion Advisor Technology Redtail Technology Michael Wilson Advisors Excel Carson Group Redtail Campaigns Orion Marketing Solutions Snappy Kraken Joel Bruckenstein Daniel Crosby Protect, Live, Dream: A Proven Psychological Approach to Planning Charles Schwab Eric Clarke Ryan Beach Kurt Brown Speak - RedTail Technology Ascent Conference Redtail University Connect with our hosts Ryan Donovan George Svagera Subscribe and stay in touch Apple Podcasts Spotify Google Podcasts 2066-OAT-10/31/2022