Last week I attended the 2012 Gemini Orion Advisor Forum to get the latest scoop on developments to the Orion Advisor Services platfom. See tweets with the #goaf12 hashtag for some of the insight.
While at the event, I sat down with several Orion clients to get their feedback on how the portfolio service bureau has helped grow their business.
Here is Marty Kurtz, founder and president of The Planning Center, speaking with me about his firm’s success with Orion.
