Orion Client Stories: Andina Anderson

Andina Anderson, Head of RIA Blueprint for Cetera, talks about what it takes to build a seamless, consistent technology experience for advisors — so they can focus on the clients in front of them. In this Client Stories feature, Andina talks about: Why advisor experience is the foundation of client experience How to set the standard for advisor experience first, then choose technology partners to meet it Why designing for the range of clients advisors serve beats designing for the average Where she thinks AI can, and can't, support advisors Who this is for: RIA leaders and advisors evaluating technology partners and platform strategy.