Cls's The Weighing Machine

Firms and investment professionals must keep up. Tech innovations, demographic shifts, redefined client-advisor engagement—you name it. The future of the investment management industry is promising. But, how can the industry keep its vision to provide continuous better outcomes for clients?In this episode, Rusty and Robyn talk with Noreen Beaman, President at Orion Advisor Solutions. Aside from oversight of the firm’s operations, Noreen serves as a leader and a mentor to almost 1200 investment professionals at Orion. Her focus is mainly on the firm’s investments and sales and marketing operations. Prior to that, Noreen was the Founding Partner and CEO at Brinker Capital where she offered her expertise for 29 yearsNoreen talks with Rusty and Robyn about the importance of behavioral finance, the strategies of being a successful professional, and the future of Orion and the entire investment industry.Key Takeaways [04:28] -  What is the secret to being a successful investment firm? [05:45] - Noreen’s industry fo