#fintech exec, husband, father of 3, stlcardinals|creighton|huskers fan
Joined April 2009
- Tweets 217
- Following 266
- Followers 208
- Likes 991
46 Photos and videos
29 Apr 2024
Thanks @Ford #F150Lightning powering our essentials in our home for the last 3 days. Thankfully we are safe, but so many others in our neighborhood and surrounding communities lost everything after the EF5 tornado. 🙏 for them. @jimfarley98 Thanks for your leadership with EV.
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8 Dec 2022
Get ready for amazing content, networking, & experiences from everyone at @OrionWealthTech.
Early bird registration ends December 31, so register now to save your seat! Ascent.orion.com
18 Nov 2022
Join us in Orlando for Ascent 2023!
Use this opportunity to expand your network, get inspired, and engage your target audience in a setting designed to spark fresh ideas and powerful connections. ✨ #OrionAscent
Who will we see there? 👇🏻
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10 May 2022
We’re excited to add @TownSquareCap to our wealth management business, creating more value for advisors seeking a highly integrated, most-in-one technology suite. businesswire.com/news/home/2…
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19 Apr 2022
Who let the dogs out?
Welcome to the @Orion_OAS @orionadvisor family @RickyRedtail @RedtailCRM @redtailtech @redtaildavid
businesswire.com/news/home/2…
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Kyle Hiatt retweeted
7 Jun 2021
#OrionAscent 2021 is bringing together the industry's most innovative firms & brightest advisors. Join us in AZ (Aug. 30 - Sept. 1) for 1:1 consultations & training w/ financial leaders to help guide your firm to growth & profitability.
Register now! ➡️ trst.in/cSGWaD
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10 May 2021
If anyone knows how to get their business big traction, it’s Josh Brown. On 5/18 at 3 p.m. CT the @ReformedBroker will be joining @Orion_OAS for a deep dive behind @RitholtzWealth, his fee-only fiduciary, & is answering all questions during a live Q&A! bit.ly/3h3yBwg
3 May 2021
Josh Brown, aka the @ReformedBroker, garnered national attention over the years w/ his fee-only fiduciary, social media tactics, & client loyalty program. On 5/18 at 3 PM CT, he’s joining our live panel to bring unique insights & practice management tips. trst.in/JcyyVn
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10 May 2021
The wealth management industry is undergoing a steady migration toward the independent RIA model. Join me at the #INRIASummit investmentnews.eventscase.co…
26 Mar 2021
The road to independence comes with challenges—but you’re not alone. Our Orion team is here to help, & on 4/7, we’re hosting our @Orion_OAS Breakaway Bootcamp. You’ll receive expert advice & guidance from leaders who’ve done the same, & go-to resources. bit.ly/2OG22IM
8 Mar 2021
Are you ready to grow your independent firms? Our virtual Bootcamp on 4/7 is dedicated to supporting your journey. Here’s what to expect:Â
🔹 Informative sessions
🔹 Candid case studies
🔹 Immense networking resourcesÂ
🔹 Anonymous Q&A
Learn more! trst.in/joF8A1
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Kyle Hiatt retweeted
9 Mar 2021
Congrats to the team @HiddenLevers, we are excited to be partnered with you to better enable the Advisor - Client Journey! businesswire.com/news/home/2…
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25 Sep 2020
What’s next for @Orion_OAS @Orion__OPS @orionadvisor and @BrinkerCapital? You won’t have to wait long to see how our combined strengths help advisors drive growth through client satisfaction businesswire.com/news/home/2…
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3 Sep 2020
Long weekend calls for a long list of exciting enhancements. @orion_ops @orionadvisor @orion_oas businesswire.com/news/home/2…
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4 Aug 2020
3 Aug 2020
If you’re wondering where else Orion falls within the @MichaelKitces #advisortech map: ✅advisory fee billing, ✅all-in-one, ✅financial planning, ✅digital marketing, ✅compliance, and ✅client portal!bit.ly/3k1w9FA
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30 Jun 2020
We are thankful to work with fiduciary minded advisors like you Josh @ReformedBroker thereformedbroker.com/2020/0…
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30 Jun 2020
Orion fam be rolling into Tuesday like… Future’s so bright gotta wear…
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29 Jun 2020
We’ve been making waves in the industry for over 20 years, and now we’re doing it again. Orion is thrilled to announce a merger with Brinker Capital Inc., backed by our investment partners TA Associates and Genstar Capital.
businesswire.com/news/home/2…
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25 May 2020
Rain or shine even if it’s virtual. Another great run with this girl. #BoysTownMemorialDayRun
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29 Apr 2020
The franchise @RandyLambertOAS! Thankful to work alongside him. 3 Questions With Randy Lambert Of Orion Advisor Solutions fa-mag.com/news/3-questions-…
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29 Apr 2020
Congratulations to a fantastic leader @ericrclarke The 2020 IA25: Eric Clarke at.law.com/6rTBnk?cmp=share_… via @ThinkAdvisor
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Kyle Hiatt retweeted
13 Apr 2020
Proud of @orionadvisor's marketing team lead by @kdubs_waltrich digging deep to assist our advisors during this pandemic paradigm, investors need help and solid guidance now more than ever before. x.com/orionadvisor/status/12…
10 Apr 2020
Unlike other solutions that are too complicated, provide only 1 piece of the marketing equation or limit your creativity, Market＊r is built for maximum flexibility, no matter your level of marketing expertise. See it in action during our upcoming webinar: trst.in/VtMiSw
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