Licensee Podcast Series #8 - Oreana Partnerships

In this episode, Rocksy speaks with Jonathan Christie, Managing Director at Oreana Partnerships. They explore how Oreana Partnerships has evolved as a specialist, technology‑led, advice‑focused licensee and capital partner, which supports mature, predominantly pre‑retiree/retiree advice practices with governance, AI-enabled efficiency, succession and growth/acquisition strategies while maintaining a tightly curated, profitable national network.