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.
with Jessica Perez · March 10, 2026
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.
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?
See the platform that powers the conversations on Next Mile.