This Week on The Fuse Show, Natalie and Brian are joined by Joe Duran and Terri Kallsen of Rise Growth Partners. Terri Kallsen is currently a managing partner at Rise Growth and Joe Duran is a Founder at Rise Growth. Tune in this week to learn more about emerging trends, challenges advisors face and how advisors can prepare for the opportunities in 2025 and beyond.

This Week on The Fuse Show, Natalie and Brian are joined by Stacy Havener, Founder and CEO of Havener Capital and host of the Billion Dollar Backstory Podcast. Tune in this week to learn more about how telling stories can transform your life and the trajectory of your business.

This Week on The Fuse Show, Natalie and Brian are joined by John Euart, Associate Partner at McKinsey & Company. Tune in this week to learn more about industry trends and whether or not they are having as much of an impact as headlines indicate. We try to separate signal from noise and determine whether these trends are mere buzzwords or true industry gamechangers.

This Week on The Fuse Show, Natalie and Brian are joined by Phil Huber, Managing Director and Head of Portfolio Solutions at Cliffwater. Tune in this week to learn about the ins and outs of investing in alternatives. In particular, we will discuss the growth of alternatives in recent years, how technology is making alts more accessible, how to size a position in alts and opportunities you may be overlooking in the space.

This Week on The Fuse Show, Natalie and Brian are joined by Christi Deakin and Chris McDonald, the US Fintech Leader and The Capital Markets Industry Specialist, at Amazon Web Services respectively. Tune in this week to learn more about our industry’s need for a data revolution. In particular, we will discuss innovation as it relates to one of our industry's biggest pain points – disconnected technology and data, and the inability to access and use data for the benefit of clients and the firms that our advisors work for. We take a closer look at how we might begin to untangle and overcome these challenges as an industry.

This Week on The Fuse Show, Natalie and Brian are joined by Ian Meiksins, President and Co-Founder of Key Bridge Compliance. Prior to launching Key Bridge Compliance, Mr. Meiksins worked at Graydon Compliance Solutions, LLC, where he served as a Compliance Officer, Senior Compliance Officer and Chief Compliance Officer.  In his role as an outsourced Chief Compliance Officer, Mr. Meiksins served Registered Investment Advisers across the country, working with institutional asset managers, wealth managers and Private Funds. Prior to joining Graydon Compliance Solutions, Mr. Meiksins worked for the Human Capital Institute, an HR education and consulting Firm.  Mr. Meiksins earned his IACCP® (Investment Adviser Certified Compliance Professional) certification from the National Regulatory Service and is a two-time graduate from Xavier University in Cincinnati, OH earning both a bachelor’s degree and a Masters of Business Administration. Mr. Meiksins resides in Cincinnati, OH with his wife, daughter and dog, Sally.

This Week on The Fuse Show, Natalie and Brian are joined by Jason Pereira, Partner and Senior Financial Consultant at Woodgate Financial. Jason began his career in the financial industry in 1997, in the brokerage business, and has been with Woodgate Financial since 2007. Committed to the betterment of the industry, he volunteers with the Financial Planning Standards Council and mentors several entrepreneurs. In addition, he is also a Lecturer at the Schulich School of Business at York University where he teaches financial planning. He contributes regularly to the Globe & Mail's 'Financial Facelift' section and he hosts his own podcast on Financial Technology called 'Fintech Impact.' Lastly, he writes 'The Wisdom of Wealth Management' blog and is a prolific podcaster and public speaker. Over the course of his career, he has received: • Masters of Business Administration (MBA) • CFA Charterholder (Chartered Financial Analyst) • Certified Financial Planner (CFP) designation in both Canada & the US • Registered Financial Planner (RFP) designation • Trust & Estate Practitioner (TEP) designation • Financial Management Advisor (FMA) designation • Certified International Wealth Manager (CIWM) certification • The Personal Financial Planner (PFP) designation • Fellow of the Canadian Securities Institute (FCSI)

This Week on The Fuse Show, Natalie and Brian kick off the 2024 season with an interview of Dr. Daniel Crosby, Chief Behavioral Officer at Orion Advisor Solutions. Educated at Brigham Young and Emory Universities, Dr. Daniel Crosby is a psychologist and behavioral finance expert who helps organizations understand the intersection of mind and markets. Dr. Crosby's first book, Personal Benchmark: Integrating Behavioral Finance and Investment Management, was a New York Times bestseller. His second book, The Laws of Wealth, was named the best investment book of 2017 by the Axiom Business Book Awards and has been translated into Japanese, Chinese, Vietnamese and German. His latest work, The Behavioral Investor, is an in-depth look at how sociology, psychology and neurology all impact investment decision-making. Daniel was named one of the “12 Thinkers to Watch” by Monster.com, a “Financial Blogger You Should Be Reading” by AARP and a member of InvestmentNews prestigious "40 Under 40". When he is not consulting around market psychology, Daniel enjoys independent films, fanatically following St. Louis Cardinals baseball, and spending time with his wife and three children.

Many people increasingly recognize the importance of understanding their taxes thoroughly, not merely as an annual obligation but as a strategic tool for shaping their financial future. While tax planning is not intended to replace the comprehensive financial plan, it is a strategic piece to empower advisors to optimize their financial plan and fiscal outcomes.  In this episode, Ryan Donovan and George Svagera talk with Torie Happe, Head of Partnerships at Holistiplan, a tax planning software solution that helps financial planners drastically reduce the time it takes to provide tax planning for clients. With diverse work experience spanning multiple industries, Torie has extensive experience in the industry and is passionate about helping advisors leverage technology to provide better service to their clients. Torie talks with George and Ryan about the future of financial planning and the role of tax planning in the overall planning process. Torie explains how Holistiplan empowers advisors and highlights the importance of tax planning in helping clients understand their taxes. She also emphasizes the need for advisors to choose technology strategically and not overwhelm themselves with too many options. Key Takeaways [01:27] - Torie's background and journey in the financial planning industry. [08:02] - How Holistiplan empowers advisors in tax planning. [11:18] - How Holistiplan's tax planning process simplifies advisors' lives. [14:02] - Use cases of how tax planning adds value to advisors. [19:01] - How Holistiplan complements other financial technology firms. [20:03] - What advisors do wrong when it comes to technology. [25:28] - How Holistiplan integrates with other fintech companies. [31:07] - Torie's expectations for the coming year. Quotes [08:39] - "Tax planning is becoming really important for clients. They want to understand their taxes more, what they are paying for, why they are paying that, and what's going to happen with the following year." ~ Torie Happe [10:29] - "Tax planning isn't going to replace your overall financial plan. It's just a tactical piece to add to that financial plan." ~ Torie Happe [20:53] - "Advisors make huge mistakes when they feel they need to boil the ocean. Instead of looking inward and saying, 'This is my book of business, these are the clientele that I want to go after, and this is my goal at the end of the day, how does technology help me get there?' They are just like shiny new objects and pick every one item from each section. They pick too many." ~ Torie Happe Links  Torie Happe on LinkedIn Torie Happe on Twitter Holistiplan LPL Financial AXA Nitrogen Wealth Flyer Financial Technologies Onramp Invest eMoney Advisor MoneyGuidePro Asset-Map Michael Kitces Alison Susko Connect with Us Meet Ryan Donovan and George Svagera Check Out All of Orion's Podcasts Power Your Growth with Orion 3312-OAT-12/15/2023

The wealth management industry is at an exciting crossroads, where technology and innovation are reshaping the way advisors serve their clients. By embracing these changes and leveraging technology to its full potential, advisors can deliver a more personalized and comprehensive wealth management experience, ultimately driving better client outcomes. In this episode, George and Ryan talk with Noreen Beaman, Head of Leadership Development and Executive Coach at East Bay Merchant Partners as well as Vice Chair Board of Directors at Orion Advisor Solutions. In her role, Noreen leads the coaching and consulting division of East Bay Merchant Partners to develop their leadership and help their executives accelerate the personal growth necessary to unlock new levels of possibility, performance, and success. A seasoned executive with a proven track record of building and scaling successful organizations from the ground up, Noreen shares her perspective on the history of Orion and its future as the year comes to a close. She also shares her experience in building one of the largest asset management firms in the country and provides insights into the evolving landscape of wealth management and the role of technology in shaping the future of the industry. Key Takeaways [03:28] - Noreen's professional background and role at Orion. [07:46] - Why Noreen wants to learn organizational, coaching, and consulting skills. [09:04] - The purpose of Noreen's coaching and consulting business. [14:50] - The differences between broker-dealers and RIAs. [16:49] - Noreen's thoughts on the traditional fee-based advisory model. [20:47] - What Noreen thinks makes a great financial advisor. [23:36] - The importance of optionality for independent business owners. [25:32] - The role of technology in helping advisors financially. [31:33] - How technology can improve engagement and productivity. [34:45] - Reflection on the benefits of the Orion and Brinker partnership. [37:21] - An introduction to Natalie Wolfsen, the new CEO of Orion. Quotes [11:06] - "Financial advice in today's world has never been more important. It's always been important, but it's much more complicated, especially as people don't have pension plans anymore." ~ Noreen Beaman [16:17] - "Having as many ways to serve your clients, the end consumer, being that end investor, is the best way to deliver a holistic wealth management experience." ~ Noreen Beaman [30:26] - "Technology doesn't disrupt things as unhappy clients do. At the very end of the day, it's about how you are putting together a service offering that fits with what the investor is looking for." ~ Noreen Beaman Links  Brinker Capital Investments Orion Advisor Solutions East Bay Merchant Partners Money Management Institute Envestnet Institute Saint Peters University Commonwealth Financial Network AssetMark Redtail Technology Jud Mackrill Connect with Us Meet Ryan Donovan and George Svagera Check Out All of Orion's Podcasts Power Your Growth with Orion 3083-OAT-11/10/2023