Tue Nov 14 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 futur...