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Orion wins a $2-billion RIA account from Advent after two very long drives across the prairie

The second round-trip Omaha-to-Kansas City drive -- three years after the first -- led to the win of Mariner Wealth Advisors' private client assets

Author Brooke Southall December 13, 2011 at 5:03 AM
Admin:
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Erik Clarke: We went through quite a process with them.

Elmer Rich III

Elmer Rich III

December 13, 2011 — 4:28 PM

Good story. We too take those long drives across very flat terrain.


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