3. Brian McLaughlin

On the Circuit

In this week’s episode, Three Crowns CEO Johnny Sandquist chats with Brian McLaughlin, President of Orion Advisor Technology. This podcast is sponsored by Halo Investing and was recorded at the MarketCounsel Summit 2022.

When Redtail was acquired by Orion last year, Brian McLaughlin knew he was in for more than a few changes.

For starters, going from CEO of a 130-person team at Redtail to President of a 1,000-person team at Orion was a huge shift. But regardless of the size or location of the team he’s leading, McLaughlin believes transparency is key.

To ensure the transition went smoothly, McLaughlin dedicated his first months on the job to observing and learning about the company, employees and culture. He also made a point to be available to other employees as needed in the event that they need to discuss work or life-related topics.

“Go talk to people that you've never talked to before and ask them what they do, what they like, how they like their jobs – just gather data,” he explains.

In this episode, McLaughlin also reflects on his time first coding what would become Redtail over 20 years ago and how that experience informs his new role at Orion. One thing that hasn’t changed is McLaughlin’s openness to change and growth. His time spent with other individuals in leadership at both Redtail and Orion has impacted his management style as he continues to learn new, more effective ways to work and lead others.

Listen in to learn more about this inspiring journey from McLaughlin, and tune in again next week for more conversations with fintech icons you know and love.