Creating a Frictionless Investor Experience with Noreen Beaman

In this episode, Jack talks with Noreen Beaman, President of Orion Advisor Solutions.

It’s been a year since the Brinker and Orion merger and Noreen is already harvesting the fruits of her efforts. The open-architecture experience she’s bringing to the table is creating an exciting ecosystem for engaging with advisors. She’s thrilled to be at the forefront of advisor empowerment and wants to advocate more for the human component of portfolio management.

Noreen talks with Jack about creating personalized engagement for investors, mastering the art of listening as financial leaders, and using a well-connected tech ecosystem for advisor empowerment.