Today we talk with Natalie Wolfsen, CEO of Orion, about how advisors can future-proof their practices through smarter tech adoption, AI, and personalized client experiences. Drawing from Orion’s 2025 Wealthtech and Investor Surveys, Natalie highlights that most advisors use just 60% of their tech stack, but many are prioritizing better integration and personalization to drive growth.
Natalie positions AI as a “force multiplier” that deepens advisor-client relationships rather than replacing them. She explains how Orion’s unified ecosystem—including behavioral finance tools, OCIO services, and scalable investment solutions—helps advisors eliminate complexity and focus on what they do best. With a massive generational wealth transfer underway, advisors who embrace technology now will be best positioned to grow and lead.
Resources: Orion
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