Ascent 2025

1:00 PM – 5:00 PM

Level up your business early in 2025 with our pre-conference training camp, designed specifically for new users of Redtail CRM. A concentrated version of the popular Redtail University, this comprehensive, 4-hour workshop provides an in-depth, hands-on exploration of all things Redtail.  

Join our expert trainers as they lead you through the advanced features and functionalities of Redtail CRM. Through practical exercises, interactive demonstrations, and detailed tutorials, you will gain a thorough understanding of how to leverage Redtail's tools to enhance client relationships and streamline your practice.

This session will cover everything from basic setup and navigation to advanced customization and automation options, ensuring you leave with the confidence and expertise to utilize Redtail CRM to its fullest potential. Plus! Get your questions answered and receive personalized guidance from our knowledgeable trainers.

Don't miss this chance to significantly enhance your proficiency with Redtail CRM and set yourself up for success at Ascent 2025 and beyond.

1:00 PM – 5:00 PM

Join us for an in-depth pre-conference program designed to provide you with actionable strategies for incorporating behavioral finance into their practice. This comprehensive program includes multiple sessions that qualify for continuing education (CE) credit, ensuring you gain valuable insights while fulfilling your professional requirements.

Led by Orion Chief Behavioral Officer Dr. Daniel Crosby and Behavioral Analyst Dr. Naomi Win, you’ll learn the importance of behavioral finance and discover practical ways to integrate these principles into your business. Explore the psychological factors that influence client decisions and how to effectively address these behaviors to enhance client relationships and outcomes.

Additionally, you’ll receive hands-on training on how to leverage Orion's BeFi tools. Our trainers will demonstrate how to use this powerful technology suite to apply behavioral finance concepts in your daily operations, helping you provide more personalized and effective advice to your clients.

Don’t miss this opportunity to deepen your understanding of behavioral finance, earn CE credits, and enhance your practice with Orion's innovative BeFi tools.

1:00 PM – 5:00 PM

Discover how to efficiently manage cash needs, quickly harvest losses across your book of business, take advantage of high-yielding money market funds, track internal notes across your trading team, send trade orders directly to custodians, and leverage custom dashboards and views to streamline your workflows. Plus: get a sneak peek at what’s coming next!

1:00 PM – 5:00 PM

It’s time to truly maximize your client data. In this interactive, comprehensive workshop, you’ll learn how to build and manage automated workflows designed to help you banish manual work and seamlessly integrate data-driven strategies into your client management, boosting efficiency and enhancing personalized service.