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X-ORIGINAL-URL:https://orion.com
X-WR-CALDESC:Events for Orion
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DTSTART:20210314T080000
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DTSTART;TZID=America/Chicago:20210112T130000
DTEND;TZID=America/Chicago:20210112T140000
DTSTAMP:20210103T125829
CREATED:20201022T211707Z
LAST-MODIFIED:20201209T174055Z
UID:50090-1610456400-1610460000@orion.com
SUMMARY:The Way Forward Webinar Series – Episode 4: Insights from Top Advisors Who Are Achieving New Levels of Success
DESCRIPTION:Event Description: The key to success has always been a focus on the client experience in wealth management. Accordingly\, top advisors are leveraging technology to ensure that their clients are well informed and up to date on all aspects of their financial situation. In order to deliver on this service promise while scaling and profiting from a personalized focus during social distancing times\, leading firms are leveraging communication technology to provide clients with access to an aggregated view of their finances through all devices\, with a focus on mobile and video. Clients are able to achieve their goals and advisors are able to achieve growth\, success and a competitive advantage. Hear from top advisors on how they are achieving for their clients and their businesses in this capstone session in our webcast series.
URL:https://orion.com/event/the-way-forward-webinar-series-episode-4-achieving/
CATEGORIES:Advisor Experience,Advisors Exploring Orion,Client Experience,Current Orion Clients,Investment Management,New Orion Users,Orion Advisor Tech,Thought Leadership,Webinar
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DTSTART;TZID=America/Chicago:20210106T130000
DTEND;TZID=America/Chicago:20210106T140000
DTSTAMP:20210103T125829
CREATED:20201215T185049Z
LAST-MODIFIED:20201215T185049Z
UID:50569-1609938000-1609941600@orion.com
SUMMARY:Orion Planning: 2020 Wrap Up
DESCRIPTION:Event Description: Join our Financial Planning team as they go through the enhancements made in 2020\, and share some ways firms are putting these enhancements into action. We may even tease some 2021 roadmap items that you won’t want to miss!
URL:https://orion.com/event/orion-planning-2020-wrap-up/
CATEGORIES:Current Orion Clients,Financial Planning,New Orion Users,Orion Advisor Tech,Platform Training,Webinar
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