Eric Clarke
@EricRClarke
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Founder and CEO of Orion Advisor Services (@orionadvisor)
Omaha, NE
Joined May 2011
Financial planners have the power to change lives through pro bono work. @PowerProBono is a great resource for anyone who is curious about volunteering!
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#WarriorAdvisor Sponsor Spotlight on: the relentlessly innovative @Orion_OAS. Led by @EricRClarke, Orion is the perfect fit for an event designed to inspire, challenge and transform our Advisor community. Want to join the ranks? Become a partner here: https://t.co/NjyJWU8Ep6
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Congrats @RicEdelman on the launch of your new book, The Truth About Crypto. Just received my signed copy, fantastic read! https://t.co/UiPXi4ANNu
amazon.com
Blockchain and bitcoin are here to stay—and as the Bank of England stated, this new technology could “transform the global financial system.” No wonder PWC says blockchain technology will add $2...
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Today’s news has been years in the making through the strong relationship we’ve built with @redtailtech. We can't wait to get started in making our partnership even stronger with the @RedtailCRM team and the advisors that we serve!
We're excited to announce our agreement to acquire @RedtailCRM, a web-based CRM serving the wealth management industry. Visit our resource center to learn more! https://t.co/1yA9NgCG4q
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CONGRATULATIONS @rchusker @CarsonGroupLLC on an incredible new headquarters building and awesome ribbon cutting ceremony today!
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Hero father, inspiring example. R.I.P. to one half of the remarkable #TeamHoyt
We are tremendously saddened to learn of the passing of Boston Marathon icon Dick Hoyt. Dick personified what it means to be a Boston Marathoner, finishing 32 races with son Rick. We are keeping his many family & friends in our prayers. https://t.co/glau0ryh4R
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Congrats to the team @HiddenLevers, we are excited to be partnered with you to better enable the Advisor - Client Journey! https://t.co/1u6nqZFByX
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Celebrating our 24th anniversary and made it to the summit of Utah’s Mt. Timp - and yes, it’s great to know Elvis was here!
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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.
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:
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Market＊r provides advisors with a cost-effective marketing solution backed by the expertise of a full marketing team. @FAmagazine has the details on our newest platform:
trst.in
Financial Advisor Magazine created exclusively for advisors by highly experienced editorial and publishing teams. We provide an interactive community for the Financial Advisor, Investment Advisor,...
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Market*r empowers you to tell your firm’s story with: Turnkey, customizable, hyper-relevant content Best-in-class marketing execution technology A direct integration with Orion’s planning technology Launching in 5 days. https://t.co/IbKL4um7bH
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I'm grateful to all the firms my team and I have had the pleasure of working with over the past 20 years. Together we've reached $1T in AUA.
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Wishing everyone a Merry Christmas and Happy New Year from The Clarke Family!
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A bit of rivalry fun @orionadvisor with the @pac12 championship tonight! @redtailtech sporting green today?
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Solid insights from @MichaelKitces - Has there ever been a better time to recruit advisors to join your independent advisory firm? https://t.co/BoINfWHcEO
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Congrats to @Schweiss_TDA and @fpassociation, could not have a finer person as FPA's President Elect!
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@orionadvisor I love that Orion is always improving their technology, which allows me to be more efficient and provide a better experience to my clients! #OneOrion
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It's quite interesting how this decision by TD could ripple through the fund industry. direct index replication at a flat fee allows a custom SMA with client specific constraints and continuous TLH for 1bp on a $500,000 account.
Looking forward to checking out Eclipse and ASTRO now that TD has commission-free trading @orionadvisor #OneOrion
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We’ve had a devastating loss in our community today. My @OrionAdvisor team and I send our sincerest condolences and prayers to the entire Bergman family and @ENVIntel team.
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I’m proud to say that today we are 1 step closer to delivering a connected advisor experience with best-in-class tech & investment flexibility with our official rebranding under the #Orion name. More on our exciting brand unification & TAMP Modernization:
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