Blog Entries by Jud Mackrill, Orion Advisor Services

What Advisors Need to Know About the New Age of Marketing

By Jud Mackrill, Orion Advisor Services on Tuesday, March 10th, 2015

Jud Mackrill, Orion Advisor Services

Once upon a time, marketing meant taking actions like passing out business cards making connections through social circles. While those techniques still have their place, they don’t tend to attract the next generation of clients. The proliferation of online shopping, not only by consumers looking to purchase entertainment but also goods and services, means that the idea of marketing a company or service has been constantly changing over the past decade...Read More »

Trends in 2015 All Advisors Should Know

By Jud Mackrill, Orion Advisor Services on Thursday, January 8th, 2015

Jud Mackrill, Orion Advisor Services

Portfolio accounting software moved forward in 2014 in putting a larger emphasis on the user experience and design. This portion of the industry has typically been focused on the function of software and not on its form, but as business becomes increasingly aware that good design yields better experience, portfolio accounting software providers have followed suit...Read More »