Welcome to PRess Play: The StreetCred Podcast with Elena Krasnow and Jimmy Moock from StreetCred PR. In this podcast, Elena and Jimmy will welcome industry leaders, journalists, influencers, and friends of the firm. Our guests will shed some light on who they are–and the various twists and turns that led them to where they are today. We’re grateful to have you listening in and we hope you enjoy the show.

PRess Play: The StreetCred Podcast
Claim This Podcastby Elena Krasnow and Jimmy Moock
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Podcast Overview
Welcome to PRess Play: The StreetCred Podcast with Elena Krasnow and Jimmy Moock from StreetCred PR. In this podcast, Elena and Jimmy will welcome industry leaders, journalists, influencers, and friends of the firm. Our guests will shed some light on who they are–and the various twists and turns that led them to where they are today. We’re grateful to have you listening in and we hope you enjoy the show.
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Publishing Since
6/21/2023
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Recent Episodes

July 20, 2026
PRess Play Spotlight with Jordan Hutchison of RFG Advisory
<p>Introducing PRess Play Spotlight from StreetCred PR — a short-form show focused on the stories, moments and momentum driving our partners forward. In our inaugural episode, host Elena Krasnow sits down with Dr. Jordan Hutchison, VP of technology and operations at RFG Advisory, to discuss how the firm’s new ClickONE is transforming the advisor experience. ClickONE is giving advisors more than just time back, it’s increasing their mental capacity to focus on what matters. Listen into the full episode via the link in the comments and let’s get into it. ⬇️ 🎧</p>

July 20, 2026
PRess Play Spotlight with Nicole McMullin of Wealth.com
<p><span style="font-weight: 400;">✨🔦 On this episode of PRess Play Spotlight,</span><a href="https://www.linkedin.com/preload/?_bprMode=vanilla#"> <span style="font-weight: 400;">Elena Krasnow</span></a><span style="font-weight: 400;"> speaks with</span><a href="https://www.linkedin.com/preload/?_bprMode=vanilla#"> <span style="font-weight: 400;">Wealth.com</span></a><span style="font-weight: 400;">‘s Senior Vice President of Product</span><a href="https://www.linkedin.com/preload/?_bprMode=vanilla#"> <span style="font-weight: 400;">Nicole McMullin</span></a><span style="font-weight: 400;">.</span></p> <p><span style="font-weight: 400;">With Wealth.com building on a year marked by a Series B funding round and significant product enhancements, Nicole shares how her role helps bring the company’s vision to life.</span></p> <p><span style="font-weight: 400;">She also discusses the trends she’s paying attention to across estate planning and wealth management, and what excites her most about the work she is doing.</span></p> <p><span style="font-weight: 400;">🎧➡️ Tune in!</span></p> <p><span style="font-weight: 400;">#estateplanning #wealthmanagement #artificialintelligence #pressplayspotlight #streetcredpr</span></p> <p><b>Topics:</b></p> <p><span style="font-weight: 400;">(0:20) Welcome Nicole McMullin to PRess Play Spotlight!</span></p> <p><span style="font-weight: 400;">(0:58) A full circle moment</span></p> <p><span style="font-weight: 400;">(1:30) The trends Nicole is watching most closely in the wealth management industry</span></p> <p><span style="font-weight: 400;">(2:55) Client questions about estate planning and AI chatbots </span></p> <p><span style="font-weight: 400;">(3:50) Sorting through the noise to benefit financial advisors </span></p> <p><span style="font-weight: 400;">(4:35) What Nicole loves most about her job </span></p> <p><span style="font-weight: 400;">(5:02) Doing the unglamorous work to make AI advisors can trust </span></p> <p> </p> <p><b>Connect with StreetCred PR:</b></p> <p> </p> <ul> <li style="font-weight: 400;" aria-level="1"><span style="font-weight: 400;">Contact Us: </span><a href="https://streetcredpr.com/contact/"><span style="font-weight: 400;">https://streetcredpr.com/contact/</span></a><span style="font-weight: 400;"> </span></li> <li style="font-weight: 400;" aria-level="1"><span style="font-weight: 400;">StreetCred PR Website: </span><a href="https://streetcredpr.com/"><span style="font-weight: 400;">https://streetcredpr.com/</span></a><span style="font-weight: 400;"> </span></li> <li style="font-weight: 400;" aria-level="1"><span style="font-weight: 400;">Elena Krasnow on LinkedIn: </span><a href="https://www.linkedin.com/in/elena-krasnow/"><span style="font-weight: 400;">https://www.linkedin.com/in/elena-krasnow/</span></a><span style="font-weight: 400;"> </span></li> <li style="font-weight: 400;" aria-level="1"><span style="font-weight: 400;">StreetCred PR on LinkedIn: </span><a href="https://www.linkedin.com/company/streetcred-publicrelations/"><span style="font-weight: 400;">https://www.linkedin.com/company/streetcred-publicrelations/</span></a><span style="font-weight: 400;"> </span></li> <li style="font-weight: 400;" aria-level="1"><span style="font-weight: 400;">Subscribe to PRess Play on YouTube: </span><a href="https://www.youtube.com/@StreetCredPR"><span style="font-weight: 400;">https://www.youtube.com/@StreetCredPR</span></a><span style="font-weight: 400;"> </span></li> </ul> <p> </p> <p><b>Connect with Nicole McMullin:</b></p> <p> </p> <ul> <li style="font-weight: 400;" aria-level="1"><a href="http://wealth.com"><span style="font-weight: 400;">Wealth.com</span></a><span style="font-weight: 400;">: </span><a href="https://www.wealth.com/"><span style="font-weight: 400;">https://www.wealth.com/</span></a><span style="font-weight: 400;"> </span></li> <li style="font-weight: 400;" aria-level="1"><span style="font-weight: 400;">Nicole McMullin on LinkedIn: </span><a href="https://www.linkedin.com/in/nicolemcmullin1/"><span style="font-weight: 400;">https://www.linkedin.com/in/nicolemcmullin1/</span></a><span style="font-weight: 400;"> </span></li> </ul>

April 1, 2026
Why Human Connection Is the Real AI Strategy with Reed Colley (Ep. 31)
<p><b>Summary:</b></p> <p><span style="font-weight: 400;">In this special live episode of PRess Play: The StreetCred Podcast, Elena Krasnow sits down with Orion Advisory Technology President Reed Colley at Orion Ascent in gorgeous San Diego, California.</span></p> <p><span style="font-weight: 400;">Reed reflects on his more than 20-year journey in wealth technology, from building Black Diamond to helping scale Summit and guiding it through its merger with Orion. The conversation digs into what makes Orion Ascent a standout event, touching on real-time collaboration, community building and a genuine commitment to listening to advisors about what drives value. Reed speaks to the importance of empowering clients through technology while keeping the human element at the heart of financial advice. He also shares key announcements from Orion at Ascent, including an expanded collaboration with Anthropic and the rollout of the enterprise version of Denali AI.</span></p> <p><span style="font-weight: 400;">We cover:</span></p> <ul> <li style="font-weight: 400;" aria-level="1"><span style="font-weight: 400;">What makes Orion Ascent unique and the beauty of real-time collaboration</span></li> <li style="font-weight: 400;" aria-level="1"><span style="font-weight: 400;">The major inflection point advisor technology is facing today </span></li> <li style="font-weight: 400;" aria-level="1"><span style="font-weight: 400;">Centering human connection in building an AI strategy </span></li> <li style="font-weight: 400;" aria-level="1"><span style="font-weight: 400;">How advisors can use AI to create deeper, more powerful client relationships </span></li> <li style="font-weight: 400;" aria-level="1"><span style="font-weight: 400;">Reed’s personal passions and love of the outdoors</span></li> <li style="font-weight: 400;" aria-level="1"><span style="font-weight: 400;">…and much more!</span></li> </ul> <p><span style="font-weight: 400;">Don’t miss this conversation on how technology and human connection are coming together to shape the future of advice.</span></p> <p><b>Topics:</b></p> <p><span style="font-weight: 400;">(0:27) Welcome to this special episode of PRess Play, live from Orion Ascent</span></p> <p><span style="font-weight: 400;">(0:42) Sunny San Diego</span></p> <p><span style="font-weight: 400;">(1:32) Reed’s 20+ year career in wealth technology</span></p> <p><span style="font-weight: 400;">(1:57) Building Black Diamond</span></p> <p><span style="font-weight: 400;">(2:27) Summit’s growth and eventual merger with Orion</span></p> <p><span style="font-weight: 400;">(3:12) An almost baseball player turned wealthtech innovator</span></p> <p><span style="font-weight: 400;">(3:57) What makes Orion Ascent unique as an event?</span></p> <p><span style="font-weight: 400;">(4:02) The opportunity to collaborate in real time</span></p> <p><span style="font-weight: 400;">(4:47) How Orion is building real community</span></p> <p><span style="font-weight: 400;">(5:27) Understanding what drives value for financial advisors</span></p> <p><span style="font-weight: 400;">(5:52) Listening to clients in order to empower them</span></p> <p><span style="font-weight: 400;">(6:22) A major inflection point in the technology revolution and future of financial advice</span></p> <p><span style="font-weight: 400;">(6:32) “A little thing called AI”</span></p> <p><span style="font-weight: 400;">(6:47) How advisors can use AI to create deeper and more powerful relationships with clients</span></p> <p><span style="font-weight: 400;">(7:27) Focus on the human connection and lean into that as a strategy</span></p> <p><span style="font-weight: 400;">(7:57) “If you’re not already using AI, start using it”</span></p> <p><span style="font-weight: 400;">(8:15) Orion’s enterprise level Denali AI</span></p> <p><span style="font-weight: 400;">(8:35) AI is a very supportive companion, sometimes too supportive</span></p> <p><span style="font-weight: 400;">(9:20) Orion’s expanded collaboration with Anthropic, the core engine behind the Denali platform</span></p> <p><span style="font-weight: 400;">(10:12) Creating the right structure and compliance around data</span></p> <p><span style="font-weight: 400;">(10:47) Human-first, AI-powered</span></p> <p><span style="font-weight: 400;">(10:59) Time for our play segment!</span></p> <p><span style="font-weight: 400;">(11:07) What Reed would be doing right now if he wasn’t at Orion</span></p> <p><span style="font-weight: 400;">(11:49) Reed’s favorite things to do for fun: the importance of family and spending time outdoors</span></p> <p><span style="font-weight: 400;">(12:46) Moment of gratitude</span></p> <p><span style="font-weight: 400;">(13:47) There’s three versions of every scenario, your version, someone else’s version and the real version</span></p> <p> </p> <p><b>Connect with StreetCred PR:</b></p> <p> </p> <ul> <li style="font-weight: 400;" aria-level="1"><span style="font-weight: 400;">Contact Us: </span><a href="https://streetcredpr.com/contact/"><span style="font-weight: 400;">https://streetcredpr.com/contact/</span></a><span style="font-weight: 400;"> </span></li> <li style="font-weight: 400;" aria-level="1"><span style="font-weight: 400;">StreetCred PR Website: </span><a href="https://streetcredpr.com/"><span style="font-weight: 400;">https://streetcredpr.com/</span></a><span style="font-weight: 400;"> </span></li> <li style="font-weight: 400;" aria-level="1"><span style="font-weight: 400;">Elena Krasnow on LinkedIn: </span><a href="https://www.linkedin.com/in/elena-krasnow/"><span style="font-weight: 400;">https://www.linkedin.com/in/elena-krasnow/</span></a><span style="font-weight: 400;"> </span></li> <li style="font-weight: 400;" aria-level="1"><span style="font-weight: 400;">Jimmy Moock on LinkedIn: </span><a href="https://www.linkedin.com/in/jimmy-moock-3103162/"><span style="font-weight: 400;">https://www.linkedin.com/in/jimmy-moock-3103162/</span></a><span style="font-weight: 400;"> </span></li> <li style="font-weight: 400;" aria-level="1"><span style="font-weight: 400;">StreetCred PR on LinkedIn: </span><a href="https://www.linkedin.com/company/streetcred-publicrelations/"><span style="font-weight: 400;">https://www.linkedin.com/company/streetcred-publicrelations/</span></a><span style="font-weight: 400;"> </span></li> <li style="font-weight: 400;" aria-level="1"><span style="font-weight: 400;">Subscribe to PRess Play on YouTube: </span><a href="https://www.youtube.com/@StreetCredPR"><span style="font-weight: 400;">https://www.youtube.com/@StreetCredPR</span></a><span style="font-weight: 400;"> </span></li> </ul> <p> </p> <p><b>Connect with Reed Colley:</b></p> <p> </p> <ul> <li style="font-weight: 400;" aria-level="1"><span style="font-weight: 400;">Orion: </span><a href="https://orion.com/"><span style="font-weight: 400;">https://orion.com/</span></a><span style="font-weight: 400;"> </span></li> <li style="font-weight: 400;" aria-level="1"><span style="font-weight: 400;">Reed Colley on LinkedIn: </span><a href="https://www.linkedin.com/in/reedcolley/"><span style="font-weight: 400;">https://www.linkedin.com/in/reedcolley/</span></a><span style="font-weight: 400;"> </span></li> </ul> <p> </p> <p><b>About our Guest: </b></p> <p><span style="font-weight: 400;">Reed Colley joined Orion in January 2025 as President of Orion Advisor Technology following Orion’s acquisition of Summit Wealth Systems. As co-founder and CEO of Summit, Reed recognized the need to humanize wealth management by creating a modern, digital and mobile experience for advisors and their clients. Prior to Summit, Reed founded and served as CEO of Black Diamond Performance Reporting. He also founded calendar analytics platform Copilot, Do Something Great Today, and FlightPath Inc. Reed holds a Bachelor of Science with degrees in Engineering and Economics from Vanderbilt University, where he was a starting pitcher on the baseball team.</span></p> <p><b>Publishing Tags: </b><span style="font-weight: 400;">PRess Play, StreetCred PR, Podcast, Financial Journalism, Financial Media, Elena Krasnow, Wealth Management, WealthTech, Advisor Technology, Financial Advisors, RIA Industry, Artificial Intelligence, AI in Wealth Management, Financial Technology, Future of Advice, Innovation in Finance, Orion Ascent</span></p>
34 total episodes available
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