¹Source: CEO Peer Groups: A Strategy For Financial Advisors To Build Trust With And Attract Business Owner Clients, Kitces.com, 2024.
Participation in the Elite Advisor Network is subject to Broker Dealer/RIA approval. The benefits you actually receive may vary depending on your Broker Dealer/RIA affiliation.
The Elite Advisor Network program (the "Program") is offered by Orion Portfolio Solutions, LLC ("OPS"), an Orion Company, a registered investment advisor. Participation in the Program is voluntary and is limited to representatives of firms who have agreed to the terms of the Program. Qualifying advisors in the Program receive noncash benefits from OPS based generally on two factors: 1) the amount of client assets the qualifying advisor maintains on the Orion Portfolio Solutions or Brinker Capital Investments platforms and 2) Participation by the qualifying advisor in "qualifying factors" including attending marketing events hosted or sponsored by OPS. Assets on other platforms do not qualify (e.g., OCIO assets and assets in Brinker strategies on 3rd party platforms). Benefits that advisors receive through the OPS Program vary by tier and may include, but are not limited to: enhanced training and operational support for the advisor and his or her staff, marketing support, increased discounts on value-added technology services, expense reimbursement for travel to and attendance at approved OPS events, and access to other approved OPS sponsored functions. Benefits and terms of the Program are subject to change at Orion's discretion.
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