On The Circuit Episode 3: Featuring Brian McLaughlin

In this week’s episode, Three Crowns CEO Johnny Sandquist chats with Brian McLaughlin, President of Orion Advisor Technology. This podcast is sponsored by Halo Investing and was recorded at the MarketCounsel Summit 2022.

When Redtail was acquired by Orion last year, Brian McLaughlin knew he was in for more than a few changes.

For starters, going from CEO of a 130-person team at Redtail to President of a 1,000-person team at Orion was a huge shift. But regardless of the size or location of the team he’s leading, McLaughlin believes transparency is key.

To ensure the transition went smoothly, McLaughlin dedicated his first months on the job to observing and learning about the company, employees and culture. He also made a point to be available to other employees as needed in the event that they need to discuss work or life-related topics.

“Go talk to people that you’ve never talked to before and ask them what they do, what they like, how they like their jobs – just gather data,” he explains.

In this episode, McLaughlin also reflects on his time first coding what would become Redtail over 20 years ago and how that experience informs his new role at Orion. One thing that hasn’t changed is McLaughlin’s openness to change and growth. His time spent with other individuals in leadership at both Redtail and Orion has impacted his management style as he continues to learn new, more effective ways to work and lead others.

Listen in to learn more about this inspiring journey from McLaughlin, and tune in again next week for more conversations with fintech icons you know and love.

Key Takeaways

1. Redtail Technologies was recently acquired by Orion Advisor Technology, with Brian McLaughlin taking over as the new President of Orion.

2. Company culture starts from the top – so it’s important to know and hear our team members at every level of your operation.

3. Mergers can be tough for everyone involved, and the best way to ensure things go smoothly is to remain honest at every step.

KEY TIMESTAMPS AND TOPICS

[3:16] The importance of building relationships in a large company.

• [7:28] McLaughlin’s journey from the earliest days of Redtail to today.

• [10:14] Navigating large-scale change amidst a merger.

• [16:30] The future for Redtail and Orion.

• [21:37] Merging the technical aspects of Redtail and Orion.

Relevant Links

1. Redtail Technologies

2. Orion Advisor Technology

3. Brian McLaughlin’s LinkedIn

Ready to Tell Your Story? Let’s Connect

We’re on a mission to bring you conversations that spark innovation with industry leaders and fintech disruptors. Interested in being a guest on a future episode, or launching a podcast of your own? Let’s talk.

About the Podcast Station Sponsor: Halo Investing

Halo Investing is an award-winning technology platform that disrupts how protective investment solutions are used worldwide. Headquartered in Chicago, with offices in Abu Dhabi and Zurich, Halo is democratizing access to investment solutions that were previously unavailable to most investors.

Halo’s two-sided marketplace connects financial advisors and investors to protective investment products – including structured notes, buffered ETFs, and annuities – offered by leading global financial institutions.

Halo is on a mission to change the world of investing by democratizing access to protective investment solutions through transparency and efficiency with the help of technology.

Important Disclosures: https://haloinvesting.com/disclaimer/.