Eric Clarke - Leading with Purpose: Building and Letting Go

Tune in to hear:

In this episode, we discuss Eric’s career, the importance of servant leadership, the future of Fintech and how to maintain perspective and resilience during life’s most challenging times.

• What originally inspired Eric to create the Orion platform and how did his personal values shape the company’s mission?
• As Orion grew, how did Eric maintain a company culture centered around purpose and service in such a fast moving and tech-driven industry?
• How does Eric see the role of the financial advisor evolving over the next decade? What skills or tools will be most critical for them moving forward?
• Which areas of fintech, or wealth tech, is Eric most excited about right now and how does he separate enduring innovation from hype?
• What has stepping back and leaving Orion taught Eric about leadership, identity and reinvention?
• How did Eric maintain perspective and resilience during difficult times in his leadership?
• Who were some mentors that really shaped Eric’s thinking and what advice does he now find himself passing on most often to the next generation of leaders?
• Did Eric have wellness practice or routines that really helped him through difficult moments throughout his leadership of Orion?
• Now that Eric has transitioned out of day-to-day leadership how does he define success? What is he investing in spiritually, mentally or physically to elevate his own life?
• What is a book that has influenced Eric’s life deeply?

Quotes

“One of the things that my father used to tell us when we were growing up and involved with different businesses, even outside the family RIA business, is he would tell us: ‘don’t ever ask someone to do something that you’re not willing to do yourself.’ In essence he installed a servant leadership value inside of us, as well as our family business, right away…When my father was running the business, it never really felt like we were working for him as much as he was there to be supportive of us.” - Eric Clarke

“All of the things that were difficult, as we were building and growing the Orion business, were also opportunities…When you solve those challenges, those challenges your competitors will face as well, hopefully you and your team are coming up with ways to innovate and create some opportunities to win [and to create] some additional competitive moats around the business.” - Eric Clarke

Links

• Eric Clarke on LinkedIn
• “Beautiful Day” by U2
• The Soul of Wealth by Dr. Daniel Crosby

Connect with Us

• Rusty Vanneman on LinkedIn
• Robyn Murray on LinkedIn