New Year’s resolutions from top financial experts
As I’ve thought about my personal New Year’s resolutions, I came across the idea of setting a fresh 30-day goal for each month. I love the idea, because it lets me focus on what I can accomplish in a more immediate time frame, and it sets me up to succeed in the months to come. I'm starting January with a goal of getting in 100 miles of running!
From a professional standpoint, I resolve to focus our technology offering on equipping advisors to get the most out of the opportunities in front of them. Right now, one of the biggest advisor growth opportunities is to guide investors toward better outcomes. In 2021, I want to give advisors the tools and technology that their clients will find both engaging at the moment and invaluable over the long term.
Eric ClarkeCEOOrion Advisor Solutions