Remove Certified Financial Planner Remove Compliance Remove Recruitment
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Transcript: Natalie Wolfsen, Orion CEO

The Big Picture

00:08:01 [Speaker Changed] And then from AssetMark, in October, 2023, you’re recruited to become CEO at Orion. 00:10:47 [Speaker Changed] So in the additive services that Orion offers now are financial planning, compliance, CRM services, risk and analysis portfolio construction and advisor portal and investor portal.

Clients 144
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Should the CFP Board police financial advisor “bad apples”? The debate continues! (Part Two)

Sara Grillo

You could also consider my financial advisor social media membership which teaches financial advisors how to get new clients and leads from LinkedIn. I hope you’ll at least join my newsletter about financial advisor lead generation. Certified Financial Planner Board of Standards, Inc. www.cfp.net.

CFP 59