2025 Strategic Planning Meetings

Set your path for success in 2025! Fill out the form to request a strategic planning meeting with our team — available to all advisors, whether or not you’re currently an Orion client. This opportunity is open through the end of January, so don’t miss out!

Financial Advisor and Client

2025 Planning Meetings

During the 30-60 minute planning meeting, we will do the following:

  • 2025 Goal Planning - We’ll start by discussing the specific goals and key initiatives you’ve set for your firm, ensuring we align on what you want to achieve in the coming year.
  • Process and Time Audit - based on these goals, let's talk about where you you need to focus your time in 2025, and what processes might need to change to allow for that.
  • Book of Business Review - we will look at what strategies you're using, including any major contributions or distributions from the last year.
  • Partner Review - from technologies to money managers, let's ensure your partners are still enabling your growth.

 

Capitalize on This Once-in-a-Lifetime Market

With financial advisors retiring faster than they can be replaced, and a huge transfer of wealth over the next two decades, advisors like you have a huge opportunity to expand your impact and build a lasting legacy. 

Orion Portfolio Solutions, LLC, an Orion Company, is a registered investment advisor.  For financial professional use only. Not intended for public distribution.