Rethink. Financial Advice30 Huhti 2025

Is the tail wagging the dog? (Tech <> Advisor) Featuring Brian McLaughlin

Is the tail wagging the dog in the advice business? Tech over Advisor? Advisor over Tech?

In this episode, Adam Holt & Derek Notman chat with fintech icon Brian McLaughlin, former founder and CEO of Redtail CRM, Orion Tech Board Member, and fellow REBL Dad. Join us as we discuss the massive opportunity advisors and fintechs have to make people live better, the AI and rapid consolidation advisors don’t see coming, and the importance of leaning into tech.

Brian discusses:

How advisors need to ask questions about integrations
The perception that integration is a requirement
The importance of training on tech for the entire team
Selling through education and problem solving
The failure to serve the average American customer in a profitable manner
And much more!

Resources:

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About Our Guest:

Brian McLaughlin is the nicest fintech founder! Recently retired possibly the most influential fintech executive with Redtail’s 130K advisors and then Orion Tech. Two plus decades of experience and insights and a dog lover, what else can you ask for?

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