Next Mile · Episode 135

Relentless, Relevant, and Ready: Orion Ascent Recap

with Jessica Perez  ·  March 10, 2026

About This Episode

Next Mile Episode 135: Relentless, Relevant, and Ready: Orion Ascent Recap with Jessica Perez. A conversation about wealth management, fintech, and the future of financial advisory firms.

Highlights

Episode Highlights

Full Transcript

Full Transcript

I know it's still hard to move technology today. However, we do have a way to make it a little bit easier. There are partners out there that will help you get in there, get dirty with it, and move your data alongside of us. Right?

Related Resources
MILEMARKER RESOURCE RIA Growth Analytics MILEMARKER RESOURCE Business Intelligence for Wealth Management MILEMARKER RESOURCE WealthTech Stack Guide

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