Advisors
IFG x Orion logo

Welcome to the IFG & Orion Community

This exclusive community is designed to support IFG Advisors with timely education, practical training, and on-demand resources powered by Orion. Explore live and recorded sessions, hands-on training, and curated learning programs to help you grow your practice, streamline workflows, and elevate client conversations.​
 

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How to Talk to Clients - With Confidence

Live Webinars

Recurring series hosted within the Orion/IFG Community format - practical, peer-driven education designed around real advisor-client conversations.

Live webinars feature Orion subject-matter experts covering market insights, platform capabilities, investment strategies, and real-world advisor use cases. Each session is interactive and designed to deliver practical takeaways you can apply immediately. The community format means advisors benefit from peer insights, not just top-down training, and are collaborative and relatable. 

The list of 2026 webinars and links to register are below. Can't attend live? Every session is recorded and added to the on-demand library.

  • BlackRock Logo
  • 3Edge
  • Goldman Sachs
  • Capital Group
  • Charles Schwab
  • Vanguard
  • Ocean Park Investments
  • Fidelity Investments
  • Dimensional
  • Engine No. 1
  • Main Management, LLC
  • Meeder
  • Northern Trust
  • Clark Capital Management Group
  • Buckingham Strategic Partners
  • Wilshire
  • PIMCO
  • Toews Asset Management
  • Janus Henderson
  • Potomac
Advisor
Support and Training

Real Support. Real People.

Orion isn't just a platform — it's a support system built around how you work.

Through the relationship with Independent Financial Group and Orion, you’ll have access to hands-on support designed to help you get up and running quickly, streamline workflows, and confidently expand your wealth offering — including:

  • 1:1 Training: Get a personalized walkthrough for you and your team.
  • Ongoing Consults: Get hands-on support for proposals, workflows, platform resources, and more.
  • Onboarding Made Easy: We’ll help you get started with confidence.

See the On-Demand Training Library

Territory Team Map

Find Your Team

Click on a region or select from the dropdown to find your Orion team for questions and support.

 
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Your Questions, Answered

Frequently Asked Questions

What is the IFG-Orion Community?

A curated group of IFG advisors focused on growing their practices, improving efficiency, and delivering a more modern client experience. Members gain access to exclusive content, peer insights, and direct engagement with Orion resources.

Who is this community designed for?

Advisors at different stages of growth, from those building their practice to more established teams looking to scale and optimize. The content is tailored to meet you where you are and help you move forward.

What do members get access to?
  • Monthly webinars and practical insights
  • Peer-driven conversations and best practices
  • Strategies to grow AUM and improve client outcomes
  • Access to Orion tools, resources, and subject matter experts

Is there a cost to join?

No. Membership is complimentary for IFG advisors.

What is the time commitment?

The community is designed to be flexible. Most members engage through monthly sessions and occasional follow-ups, with the option to participate more actively if desired.

How is this different from other advisor programs?

This is not a generic content series. The IFG Orion Community is designed to be practical, relevant, and actionable, with a focus on real advisor challenges, peer collaboration, and measurable outcomes.

Do I need to be using Orion to join?

No. The community is open to IFG advisors regardless of current platform usage. It’s an opportunity to explore ideas, strategies, and tools that can support your business.

Where can I get more information or help?

Click the button below to Join the Community and complete the short form. A member of our team will follow up with the next steps.

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We're Ready. Are You?

We're built to support how you work — and our team is ready to help you take the next step. Contact us today to get started.

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This website is intended for investment professionals only. It is not intended for use by private investors. 
Wealth management services provided by Orion Portfolio Solutions, LLC (“OPS”), a registered investment advisor. Orion OCIO services provided by TownSquare Capital, LLC (“TSC”), a registered investment advisor. OPS and TSC are affiliates and wholly owned subsidiaries of Orion Advisor Solutions, Inc.