Orion Advisor Tech President Brian McLaughlin excited for his 'first promotion in 20 years'

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Kick off the new year with a special look at the Future Proof Festival through a series of interviews with insiders and newsmakers conducted by the Financial Planning editorial team.

In this clip, Wealthtech Reporter Justin L. Mack caught up with Brian McLaughlin, the new president of Orion Advisor Technology and one of Financial Planning's 23 people to watch in wealth management in 2023.

After Orion announced its acquisition of Redtail early last year, the man who founded the popular client relationship management programs was named president of Orion Advisor Tech a few months later as the company announced a new strategic operating model that splits the organization into three business lines.

And McLaughlin, who still proudly reps Redtail as evidenced by the CRM's T-shirt he wore during Future Proof, is more than ready to shake things up at Orion in 2023.

"I kind of joke that this is my first promotion in 20 years," said McLaughlin who founded Redtail back in 2003. "It's pretty awesome that we're now unifying those business lines to focus on our strengths as a company. My strength has always been very much the technology aspect. The expertise around technical excellence and building amazing customer products. That's my goal ... look at the big picture and not just a CRM only picture, and that's what is so exciting for me.

"If anybody knows me ... I'm a total nerd and I just want to get in there and innovate."

Check out the full interview below.

Future Proof, an event billed as the first wealth festival, attracted more than 2,200 people to Huntington Beach, California, last year. Financial Planning was a sponsor of the event. Dates for Future Proof 2023 have already been announced. The event is slated to return to the beach Sept. 10-13, 2023.