Fort Worth, TX — OIP announced today the appointment of Richard Backora as Director of Advisor Experience, joining the firm’s senior leadership team at its Fort Worth home office.
Backora brings more than 30 years of financial services leadership experience, focused on helping financial advisors enhance client outcomes through education, platform integration, and disciplined execution of holistic planning strategies. His career spans advisory firms, insurance distribution, and strategic consulting, providing a broad, end-to-end perspective on how advisors grow, serve clients, and scale sustainably.
In his new role, Backora will support OIP’s Race To Success, the firm’s disciplined, repeatable, and advisor-centric approach to growth. His responsibilities will include guiding advisor development, optimizing workflows, leveraging technology, and supporting advisors along their fiduciary journey in helping them deliver a more consistent, transparent, and Client-centered Experience.
A key focus of Backora’s leadership will be advancing the integration of insurance planning and risk management within the broader financial planning process. By aligning insurance solutions with wealth, estate, and retirement planning, he will help advisors move beyond fragmented strategies and deliver a more connected planning experience.
“Advisors today face rising client expectations, increased complexity, and rapid technological change,” said Richard Backora, Director of Advisor Experience. “The Race To Success provides a clear framework for aligning people, process, and technology. My focus at OIP is helping advisors execute within that framework while strengthening fiduciary discipline and elevating the client experience.”
Throughout his career, Backora has led initiatives to modernize advisory platforms, develop education programs, and improve advisor adoption of insurance and risk-based planning strategies.
“Richard’s leadership directly supports how we deliver the Race To Success,” said Scott Heinila. “His ability to enhance the advisor experience, strengthen fiduciary execution, and integrate insurance planning reinforces our commitment to helping advisors build stronger practices and deliver better Client Experience.
