Eric Clarke has been CEO of Orion Advisor Solutions, which includes Orion Advisor Tech and Orion Portfolio Solutions, since 1999.
Top advice
We should ask ourselves, “What can we do to help?” Not just our clients, but the communities around us. What services can you offer?
We see this happening right now in other industries, like the distilleries that have adapted their equipment to produce hand sanitizer. Our industry should be no different.
There are a lot of people hurting right now. Unemployment is spiking, and millions of people are financially adrift. There’s never been a greater time to help our communities focus on their financial goals.
We aren’t medical professionals, but we can provide a lot of clarity and peace of mind to the communities that are most impacted by the crisis.