Fintech Impact

In this episode of Fintech Impact, Jason interviews Brian McLaughlin, President of Orion Advisor Technologies, as he discusses the evolution of Orion and its impact on the FinTech space. Brian shares insights into the challenges of harmonizing technology and teams following acquisitions, and his personal mission to innovate within the industry. He emphasizes the significance of householding in financial planning and the potential of AI to revolutionize the field. Additionally, Brian highlights his aspiration to make financial services accessible to the middle class, underscoring technology's role in reducing delivery costs and improving service.Episode Highlights: 00:09: Introduction of Brian McLaughlin and his role at Orion Advisor Technologies, alongside his significant contributions to the advisor technology industry.00:32: Brian expresses excitement over finally connecting for the podcast episode, humorously acknowledging the previous push and pull.00:36: Discussion on the reciprocal podcast guest appeara