Tag: Strategic Partnerships
Growth Through Strategic Partnerships with Dan O’Brien (Ep. 33 | Pt. 2)

Growth Through Strategic Partnerships with Dan O’Brien (Ep. 33 | Pt. 2)

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​​Growth is on every trust leader’s mind, but for many firms, scaling creates operational drag that pulls their best people away from client relationships.

How do you build capacity for growth without sacrificing the service quality that defines your firm? How do you compete when talent constraints and market complexity make it harder to do everything in-house?

In our third conversation from the Association of Trust Organizations annual conference, Rusty Sommer speaks with Dan O’Brien, Business Development Officer, Financial Institutions, at AssetMark, about the paradox facing today’s trust companies. Dan shares strategies for leveraging partnerships to unlock operational efficiency, explaining how firms can access institutional-grade investment solutions, reduce time spent executing business, and create capacity for advisors to focus on what matters most: building relationships and serving clients effectively.

Dan discusses:

  • Why trust companies struggle with growth despite strong markets and how operational complexity holds them back
  • The power of client segmentation and why 70-80% of next-generation beneficiaries change advisors
  • How integrated technology platforms with CRM, planning, and investment tools create workflows that scale
  • What outsourced investment models actually look like and why they don’t mean losing control or client trust
  • Why community banks face unique talent challenges and how variable cost partnerships solve location constraints
  • And more!

Connect with Dan O’Brien:

Connect with Rusty Sommer:

About our Guest: 

Dan O’Brien is a dynamic financial services sales executive with extensive leadership experience, specializing in consultative sales strategies that create win-win scenarios for buyers and sellers. He is adept at strategic thinking, creative solutions, and effective communication, with a deep understanding of the financial intermediary, M&A, bank trust and retirement marketplace. Dan possesses a proven track record managing complex sales cycles, interfacing with C-suite executives, and leading cross-functional, geographically dispersed teams. His exceptional presentation and negotiation skills, coupled with a strong work ethic and entrepreneurial spirit, have consistently delivered solutions that achieve results.

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The Winning Edge: Private Equity’s Influence in Wealth Strategies (Ep. 14)

The Winning Edge: Private Equity’s Influence in Wealth Strategies (Ep. 14)

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What factors are driving the continuing evolution of wealth management? 

In this episode, we dive into the world of private equity with industry insiders!

Explore the impactful role of private equity in the wealth management sector in this engaging episode of ‘In the Money,’ sponsored by Flyer Financial Technologies. Host Rusty Sommer sits down with Lori Hardwick, Strategic Advisor at Genstar Capital, and Noreen Beaman, Head of Leadership Development at East Bay Executive Coaching. They explore how private equity is reshaping the industry, enhancing business strategies to drive growth and efficiency.

Key Highlights:

  • Strategic Infusion: Lori Hardwick discusses how private equity boosts financial metrics like EBITDA and encourages firms to outsource, sharpening their focus on core competencies
  • Capital for Innovation: Noreen sheds light on the essential support from private equity, providing capital and strategic partnerships that enhance adaptability in a volatile market
  • Impact of Executive Coaching: Explore the critical role of leadership development in adapting to rapid changes in the wealth management field, facilitated by executive coaching
  • Outsourcing for Efficiency: Gain insights into the growing trend of outsourcing backend operations to improve operational efficiency
  • Leadership in Transformation: Learn about the importance of effective communication and robust partnerships in managing global teams and maintaining a competitive edge.
  • And much more!

 

Connect with Lori Hardwick:

Connect with Noreen Beaman

Connect with Rusty Sommer:

 

About Lori Hardwick:

Lori is a member of Genstar Capital’s Strategic Advisory Board and advises the firm in the financial services industry. She brings more than 25 years of experience of working in the financial industry as a prominent voice and is known for her intense passion for continuous improvement in the financial advisory industry. As CEO of WealthTech at RedRock Strategic Partners LLC, Lori works directly with C-suite level executives at some of the largest financial services companies, to help them create, and execute against, winning growth strategies and to improve the overall experiences for advisors and their clients. She has expertise in investment, technology, distribution and advisory solutions and is a regular speaker at industry events. Lori received a BA from The Ohio State University and graduated from the Executive MBA Program at the University of Chicago Booth School of Business.

 

About Noreen Beaman:

Noreen D. Beaman is the Vice Chair of Orion’s Board of Directors. She most recently served as President of Orion Advisor Solutions following Orion’s 2020 merger with Brinker Capital. Prior to the merger, Noreen was CEO at Brinker Capital where she helped advisors and their clients build better outcomes for over 30 years. Noreen has received numerous accolades for her lasting impact on the financial advice industry including Philadelphia Business Journal’s Most Admired CEO, InvestmentNews’ 2017 Women to Watch, and Greater Philadelphia’s Entrepreneur of the Year, alongside Chuck Widger in the financial services category by EY.

Noreen received her Bachelor of Science from Saint Peter’s University. She earned the CPA designation in New Jersey and is a member of the American Institute of Certified Public Accountants. As an industry leader, Noreen is passionate about supporting culture, women, and diversity in the workplace. She is a mentor for the Money Management Institute’s Leadership Pathway, which connects members of the next generation with industry veterans to further enhance the mentee’s knowledge and insights surrounding the investment advisory industry. Noreen is an active contributor and frequently participates in panels to discuss the importance of women and greater diversity, equity, and inclusion in wealth management.

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