The Big Reveal

Author: FA Magazine

Suzanne Siracuse asks the questions nobody else asks, as expert guest and expert interviewer collide in her truly unique podcast series, The Big Reveal. Get an exclusive view into the human side of some of the financial services industry influencers and thought leaders and listen and learn as they discuss the latest news and industry trends and at the end, find out why the series is called, The Big Reveal.
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Language: en-us

Genres: Business, Investing, Management

Contact email: Get it

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TBR-S3-Ep6-Eric-Clarke: How “Growing Up” in this Industry Impacted his Life, What Inspires Most Orion Offerings and Where AI fits into Wealth Management
Monday, 13 March, 2023

About the Episode:In this episode, The Orion CEO, shares what inspires the creation of Orion’s many offerings, who has most impacted his leadership style and how trust played a pivotal role in a critical acquisition.He goes on to discuss his views around the importance of AI and Behavioral Finance in wealth management and why he’s so bullish on direct indexing.Plus, his heartfelt Big Reveal that is love letter to the industry.