Orion Ascent 2025

Ascent 2025


Hyatt Regency Orlando 
February 3 – 6, 2025 • Orlando, FL

 

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2025 Agenda

Ascent delivers content you won't just want to see — you'll crave it. From cutting-edge industry insights to practice management mastery, we serve up engaging, practical sessions led by advisors, for advisors. It's not just about learning; it's about fueling your professional growth in ways you didn't even know you needed.

View the full agenda below, including career-defining main stage keynotes, tailored agendas by role, pre-conference exclusives, personalized consultations, product demos, community meet-ups, and so much more.

View the Agenda
Find Your Match

Tailored Agendas

From peer-led roundtables and educational sessions to hands-on workshops, tactical breakouts, engaging panels, and more, there's something for everyone at Ascent 2025. Tailored by your role and needs, get ready to learn, grow, and go all in — together.

Not sure where to start? Take our quiz and we’ll help you find your match!

 
Choose Your Ascent Experience

All Tailored Agendas

Whether you’re driving growth, leading your firm’s strategy, enhancing operations, or managing client relationships, we’ve got a tailored agenda just for you. Choose yours to discover your personalized Ascent 2025 experience and start planning the sessions that will help you go all in on your goals.

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Enterprise, Home Office and RIA Leaders
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CTOs, COOs and Operations Leaders
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Wealth Management Advisors
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Growth-Driven Leaders
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Power Users: Orion or Redtail Tech
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Wealth Management Staff
Keynotes to Inspire

Main Stage Speakers

Get ready to go all in with the visionary leaders taking the main stage at Ascent 2025! Our keynote speakers are industry trailblazers, thought leaders, and innovators, ready to share their bold ideas and transformative insights.

These sessions will challenge you to think bigger, act bolder, and explore new strategies to elevate your business. Don’t miss the opportunity to hear from the best and leave Ascent energized for what’s next.

Natalie Wolfsen

Don't miss Orion CEO Natalie Wolfsen, recently named one of Barron's 100 Most Influential Women in U.S. Finance for 2024, as she kicks off Ascent 2025 with a strategic update on the state of Orion.

Natalie Wolfsen, Orion CEO, Ascent 2024

Will Guidara

Will Guidara, restaurateur and bestselling author of Unreasonable Hospitality, will share how he transformed Eleven Madison Park into the world's top restaurant, demonstrating how relentless dedication to exceptional service leads to unparalleled success.

Will Guidara

Tiffani Bova

Tiffani Bova, bestselling author and former Chief Growth Evangelist at Salesforce, will reveal how driving growth through sales transformation and exceptional customer experiences can elevate your business to new heights.

Tiffani Bova

Tim Holland, Dr. Daniel Crosby, and Steve Pavlick

Orion's Tim Holland, Dr. Daniel Crosby, and Steve Pavlick, Principal, Mindset will explore the critical intersections of behavior, markets, and policy to equip advisors with strategies to navigate today’s complexities.

The Mind and the Market

Dr. David Kelly

Dr. David Kelly, Chief Global Strategist at J.P. Morgan Asset Management, will break down key market trends in his keynote Investing in a Post-Cycle Expansion, offering timely insights on navigating economic shifts and inflation. With decades of expertise, Dr. Kelly will provide you with strategies to make informed, disciplined investment decisions.

David Kelly
Start Strong

Pre-Conference Workshops

Kickstart your Ascent 2025 experience with our pre-conference workshops! Dive deep into specialized topics and gain hands-on training from Orion subject matter experts, or attend exclusive briefings from Orion leadership.

These intensive sessions are designed to provide you with practical skills, innovative strategies, and valuable insights that you can immediately apply to your business.

Hands-On Training

New User Training Camp: Orion Advisor Technology

1:00 PM – 5:00 PM

Kickstart 2025 with our pre-conference training camp tailored specifically for new users of Orion Advisor Technology. This comprehensive, 4-hour workshop is designed to provide a hands-on deep dive into Orion's powerful technology suite.

Join our expert trainers as they guide you through the advanced features and functionalities of Orion Advisor Technology. Through practical exercises, interactive demonstrations, and detailed tutorials, you will gain a thorough understanding of how to leverage Orion's tools to enhance your business.  

This session will cover everything from how to get started to achieving power user status, ensuring you leave with the confidence and expertise to utilize Orion Advisor Technology to its fullest potential. Get the opportunity to ask questions and receive personalized guidance from our knowledgeable trainers.

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

Hands-On Training

New User Training Camp: RTU at Orion Ascent

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.

Hands-On Training

Orion Advisor Academy Live

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.

Hands-On Training

Deep Dive Workshop: Orion Trading

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!

Hands-On Training

Deep Dive Workshop: Winning Redtail Workflows

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.

Pre-Conference Exclusive

Briefing for Broker-Dealer, Home Office, Tech Leaders and Industry Consultants

11:30 PM – 12:30 PM

Join us for an exclusive meeting crafted for Broker-Dealer Home Office attendees, Tech leaders, and industry consultants. This specialized session is designed to ensure you navigate the conference with precision.

Dive into a curated overview of the agenda, identify essential sessions that align with your strategic initiatives and interests, and engage in a dynamic Q&A with our team to gain insights into Orion's strategic direction. Leave equipped with how to maximize your Ascent experience.

Pre-Conference Exclusive

Orion Wealth Management: Briefing with Chief Executive Officer, Natalie Wolfsen

12:00 PM – 12:30 PM

Join us for an exclusive pre-conference session with Orion CEO Natalie Wolfsen, designed for our top Brinker Capital, Orion Portfolio Solutions, and Orion OCIO advisors.

Natalie will highlight what to look forward to throughout the conference, providing a glimpse into the transformative content and experiences awaiting you. Don't miss this chance to get Natalie's unique perspective on how to get the most out of your conference experience.

Called a

“best conference for financial advisors”

by Michael Kitces¹ and Three Crowns Marketing.²
Get Guidance

Personalized Consultations

Take advantage of our consultation appointments to receive personalized guidance. Meet one-on-one with Orion subject matter authorities to get tailored advice and insights that address your unique challenges and opportunities.

First Look

Product Demos

Be among the first to see and experience Orion's newest technology, right there with the people who design and develop it to transform your business. Ask questions, explore the opportunities, and get excited for everything coming next.

Connect with the Community

Meet-Ups

Engage in meaningful conversations, exchange ideas, and build valuable relationships that can help you grow both personally and professionally with our specially curated meet-ups by role, special interests, and more.

Tailor Your Ascent Experience

Full Agenda

Register Now

Register today to secure your spot and experience the premier industry event for advisors and the firms that support them. You don’t want to miss it!

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Orion Portfolio Solutions, LLC d/b/a Brinker Capital Investments a registered investment advisor.
Custom Indexing offered through Orion Portfolio Solutions, LLC, a registered investment advisor.
Outsourced Chief Investment Officer (OCIO) services offered through TownSquare Capital, LLC, an Orion Company, a Registered Investment Advisor. TownSquare Capital, LLC, is an affiliated company of Orion Portfolio Solutions, LLC
Access to the Orion Compare tool (“Orion Compare”) is made available solely to customers of Orion Advisor Technology, LLC (“Orion”). Orion Compare does not make recommendations or determine the suitability of any security or strategy nor does past performance of a security or strategy guarantee future results. With respect to the data and information made available within Orion Compare, Orion does not guarantee its accuracy, completeness, or suitability for any purpose, and makes no warranties with respect to the results to be obtained from its use.
Access to the services presented is provided solely as a service to financial advisors. Orion Risk Intelligence does not make recommendations or determine the suitability of any security or strategy. Past performance of a security or strategy does not guarantee future results. Orion Risk Intelligence research and tools are provided for informational purposes only. While the information is deemed reliable, Orion Risk Intelligence does not guarantee its accuracy, completeness, or suitability for any purpose, and makes no warranties with respect to the results to be obtained from its use.
Orion Behavioral Finance ("Orion BeFi") is the branding name of various tools and services related to behavioral finance offered by Orion Advisor Solutions, Inc. and its subsidiaries. Orion BeFi tools are crafted to help investors and their financial advisors integrate behavioral psychology research into their investment decisions. Orion BeFi tools and services do not provide investment advice.
¹Source: The 10 Best Financial Advisor Conferences To Attend In 2024, Kitces.com, 2023.
²Source: Top 10 Conferences for Financial Advisors in 2024, Three Crowns Marketing, 2023.