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Upcoming Webinars

The Secret Video Marketing Weapon You Didn’t Know You Needed

Event Description: Join our team as we discuss the new customizable video feature now available in Market*r, demonstrating how it is the new secret weapon to an effective video marketing strategy. We’ll talk through 1. Overview of the new customizable video tool 2. Roadmap for new videos to be added 3. Examples of effective video marketing strategies.
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Delivering Value Through the Investor Life Cycle

Event Description: Your clients’ needs at age 25 vs. age 45 vs. age 65 will all be extremely different. As they reach special milestones during various points in their life, their financial future changes with it. Of course, this is something you know, but how prepared are your investors? Do you know what is keeping them up at night during each of these life stages, and how you can best serve them as their advisor? Join us as we explore the different client life stages, how you can address your clients’ needs, and what pieces of your tech can help to get the job done. We will also have our Chief Behavioral Officer, Dr. Daniel Crosby, on deck to talk about the behavioral thoughts and decisions that your clients go through at each of these stages, so you can be well equipped to meet their needs.
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Advice Tech (Asset Map)

Event Description: An all-day live Virtual Conference showcasing the newest advisor fintech.  Join Orion's Brian Morgan CFP and Product Director of Financial Planning, for a demo of the Orion Planning tool - Orion FP, now available for advisors to use in outreach to underserved families and individuals looking for independent financial advice and guidance  

August 2021 Product Release Webinar

Event Description: Our product team will be on deck to share the latest updates made to our reporting tool, trading tool, financial planning tool, and others! Get a demo of the updates and ask the product team any questions you have about the products. Click below to register for all our Q3 sessions.
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September 2021 Product Release Webinar

Event Description: Be among the first to see what updates are coming to the Orion platform in September. Our product team will demo the updates and be available for any questions. Click below to register for all our Q3 sessions.
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