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Help You Sell: Turn a Prospect into a Client in One Week with Risk Intelligence

Event Description: Advisors today are facing tougher questions from prospects. With all the macro uncertainty, you're put on the spot to answer the big "what ifs" from your very first meeting. How do you effectively showcase your firm's value while also addressing broader economic concerns? In this webinar you’ll learn how to 1) Gather data quickly, so you're armed with information for your initial discussion. 2) Present a personalized proposal that addresses each prospective client's concerns. 3) Develop a firm grasp of your prospect’s current financial situation and risk appetite. 4) Spend more time sharing your firm's points of differentiation.
On Demand

Orion + Eaglebrook: Investing in Digital Assets

Event Description: Together, Orion and Eaglebrook are ready to arm advisors with the tools they need to support clients who want exposure to digital assets in their portfolios. Through a seamless and secure integration, you’ll gain exposure to professionally-managed Bitcoin and Crypto separately managed accounts to help clients meet their unique investment goals. Join Brock Hardwick, Orion’s Product Manager, along with Eaglebrook’s Christopher King, Founder, and CEO, and Roddy Chisholm, Head of Investment Platform, for an exclusive look into how this powerful integration will help you win new clients, scale your cryptocurrency operations, and expand your value proposition.
On Demand

Webinar Series – Find A Tech Solution That Grows With You: Ask Us Anything, Top Due Diligence Questions

Event Description: No question is a dumb question when it comes to due diligence. This is a big decision that will affect your firm’s trajectory and growth. So bring your questions - we can talk about Orion tech specifically, due diligence in general, what questions you should be asking tech providers, and more.
On Demand

Stop Swiveling & Finally Scale Wealth Management

Event Description: While technology is necessary to grow your firm, adding more pieces to your tech stack can turn you into a “swivel chair advisor” - as you’re constantly switching between multiple systems, re-entering data, and manually completing tasks. With all of the recent enhancements in fintech, however, there has to be a better way? JoinTimothy D. Welsh, CFP, President of Nexus Strategy, LLC, as he shares his latest insights on the industry changes and how you can stop wasting time and resources with multiple workarounds for your tech. Throughout this webinar, you’ll discover: 1) Advancements in technology development to help you “stop the swivel” 2) Lessons from top advisors on how they are leveraging unified systems to streamline their operations 3) How you can find a tech stack that helps you operate better, faster, & stronger
On Demand

How the Right Compliance Tech Fuels Your Fiduciary Process: Simplifying Your Life with Orion Compliance

Event Description: BasisCode, an industry-leading compliance management fintech solution, is now Orion Compliance. With its mission to help advisors everywhere build audit-ready firms, the end-to-end compliance solution is a natural fit for Orion, where our vision is to power the advisor-client journey with an eye toward seamless fiduciary processes. Carlos Guillen, BasisCode Founder and SVP of Tech Products at Orion Advisor Tech, joins Stephanie Sager, VP of Business Development at Orion, to discuss how Orion Compliance will immediately ease the struggles advisors face in building a robust compliance program. Plus, they'll offer a sneak peek at future enhancements that will allow Orion Compliance users even greater control over client-focused compliance matters.
On Demand

Eliminate the Headache of Quarter End Processing

Event Description: We understand the obstacles and headaches that you endure four times a year with quarter-end processing - which is why we are showing you in less than 15 minutes how you can eliminate those hurdles. Join Orion's Josh Benson, VP of Business Development, and Andree Mohr, Chief Implementation Officer at Integrated Partners, to hear how you can streamline quarter-end and get back to doing what you love most.
On Demand

Social Media for Financial Advisors: 7 Untapped B2C Social Media Marketing Tips to Take Your Practice to the Next Level

Event Description: Social media for financial advisors 👍 isn’t just another sales technique. It’s an opportunity to build credibility, establish authority, and show your authentic personality to attract prospective clients. In fact, over 90% of advisors who use social media for business said it helped them find new clients, and the average new client acquired through social was worth just under $5 million*. Join Tina Powell, CEO of C-Suite Social Media, to learn 7 actionable tips that you can start applying to your social media accounts today. *Source: https://www.thinkadvisor.com/2019/04/08/almost-all-advisors-are-using-social-media-survey/
On Demand

Everything You Need to Know for Transitioning to Orion’s Enhanced Client Portal

Event Description: Building strong connections with your clients is at the heart of your business. With Orion’s new, more intuitive Client Portal at their fingertips, your clients are empowered to stay invested in their journey toward financial wellness - and to collaborate with you. Join us for a 30-minute deep dive on the full transition process, including everything you need to prepare and answering any questions you have in a live Q&A segment. Our goal is to provide you with the right amount of training to navigate this change in technology and support you every step of the way.
On Demand

Don’t Let Behavioral Biases Hinder Your Client’s Financial Success

Event Description: Your clients have unconscious biases, such as ego, conservatism, or emotion, that are affecting their financial decisions and lead to negative outcomes for their portfolios if not addressed. Join Dr. Daniel Crosby, Orion’s Chief Behavioral Officer, and Brandon Marcott, CFP®, Financial Planner, to learn how you can identify these biases and quell them with financial planning tools throughout the different stages of their lifecycle.
On Demand

Help You Sell Series: Grow Your Profits Exponentially with the Clients You Already Have

Event Description: According to research from Bain & Company, “In financial services...a 5% increase in customer retention produces more than a 25% increase in profit.” Even better than simply retaining current clients is expanding those existing relationships. It’s not uncommon for individuals to have money tucked away in odd places – an old 401(k) with a former employer, inherited retirement accounts they just never bothered to move. Convince your clients to bring all of their assets under your roof, and you boost your AUM. Your clients, of course, will want to understand what’s in it for them. Technology can help you demonstrate the benefits. Join us to see how Orion Risk Intelligence can help you build and visualize a holistic financial plan for your clients. When you can paint a picture of what the future may look like with your firm at the helm, you win trust and further existing relationships.
On Demand

Introducing Redtail Campaigns: Your Virtual Marketer Backed by the Industry’s Best CRM

Event Description: Introducing Redtail Campaigns, the industry’s first CRM-centric advisor marketing suite.  Join Jake Leise, Director, Orion Prospect, and Ricky Williamson, Director of Training at Redtail, for the first look at this industry-leading marketing platform tool made for financial advisors. Redtail Campaigns builds upon Orion’s legacy Market*r tool, empowering advisors and firms to drive new business and deepen client relationships through hyper-personalized marketing campaigns launched right from their CRM dashboard. Together, Orion and Redtail are transforming the way advisors grow their business through a cohesive, tech-driven experience designed to connect every stage of the advisor-client journey.
On Demand

Four Signs Your Tech Stack Might Be Preventing Growth

Event Description: Switching tech providers takes research and time, but there comes a point when you realize your current solution isn’t working for you anymore. If you’ve got multiple workarounds and spreadsheets or spend hours doing manual work, it might be time to see what else is out there.
On Demand