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HiddenLevers War Room – Peak Inflation

Event Description: Sure we’ve probably got a technical recession. But so what? Earnings are doing just fine, commodities are falling and housing is no longer crazy. The Fed shock therapy seems to be working, and other central banks are following suit. 1) Did peak inflation happen? 2) Will the Fed hawkishness stop now? 3) Did equities bottom at 3666? Join us as we update our Inflation scenario with our featured speaker, Phillip Toews, CEO and Portfolio Manager at Toews Asset Management, in the next Orion War Room.
On Demand

Webinar Series: Orion’s Summer of CE – Leadership Begins with You

Event Description: This summer, Orion brings you our Summer of CE webinar series with three webinars, one in June, July, and August, each qualifying for 1 hour of CE toward the CFP designation. Join Chief Behavioral Officer, Dr. Daniel Crosby, as he explores the underlying psychology affecting decision-making and the ability to foster stronger relationships in the financial space. You’ll learn how giving your best advice can help steady clients during volatile markets and how you can strengthen your client relationships and your practice.
On Demand

Manage Behavior, Not Just Money, with Protect, Live, Dream

Event Description: Investment outcomes have been shown to be improved when goals-based investing is emphasized in financial planning. Cade DeNazario Akers, CFP®, Orion’s Financial Planning Product Manager will demo the Orion Planning platform, and further explain the new enhancements and customizations since the inception of Protect, Live, Dream. Cade will provide insight into how advisors may best utilize the feature to address different client scenarios and advisor preferences.
On Demand

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

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

Help You Sell Series: How Model Management Fuels Client Retention and Firm Growth

Event Description: A Bankrate survey from May 2022 found that only 18% of US adults with retirement or investment accounts say they will invest more in 2022 than they did in 2021. That's bad news for advisors, who are looking to grow AUM by expanding their client base and growing their relationships with existing clients. How do you combat a stat like that and get clients to stick around and new ones to invest despite economic uncertainty? It's all about focusing on client relationships. And with model management fueled by Orion Eclipse and Orion Risk Intelligence, it's easier than ever to pull your head out of the spreadsheets and invest more time in 1:1 client engagement. In this webinar, we'll discuss: 1) The number one reason clients leave advisors, and why the flight risk rises in times of market turbulence. 2) How tech can free up time in your day so that you can reinvest in meaningful client conversations that fuel retention. 3) What Orion Risk Intelligence and Orion Eclipse have to do with strengthening existing client relationships and building new ones.
On Demand

The Solution That Scales: Orion Technology Demo and Q&A

Event Description: Join us for a 30-minute overview of Orion Advisor Technology, and chat with our team to get your questions answered. We will cover reporting, billing, financial planning, client portal, trading, advisor dashboard, and more. This webinar is a great option for advisors who are considering a new technology platform or looking for an all-in-one technology tool to streamline operations and improve client experience.
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Start Creating Unforgettable Client Experiences

Event Description: As investors’ demands continuously evolve, now is the perfect time to upgrade your client portal technology and allow clients to efficiently track their complete financial picture. Join Brian Morgan, Director, Product Management, and Josh Benson, VP, Business Development, to learn how to make the client portal the center of your clients’ digital experience through the use of a sleek platform alongside client-first tools and integrations. You'll also get an exclusive look at new enhancements that are available in the award-winning Orion Client Portal to help provide a smoother financial management journey.
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The Solution That Scales: Orion Technology Demo and Q&A

Event Description: Join us for a 30-minute overview of Orion Advisor Technology, and chat with our team to get your questions answered. We will cover reporting, billing, financial planning, client portal, trading, advisor dashboard, and more. This webinar is a great option for advisors who are considering a new technology platform or looking for an all-in-one technology tool to streamline operations and improve client experience.
Register

The Solution That Scales: Orion Technology Demo and Q&A

Event Description: Join us for a 30-minute overview of Orion Advisor Technology, and chat with our team to get your questions answered. We will cover reporting, billing, financial planning, client portal, trading, advisor dashboard, and more. This webinar is a great option for advisors who are considering a new technology platform or looking for an all-in-one technology tool to streamline operations and improve client experience.
Register

The Solution That Scales: Orion Technology Demo and Q&A

Event Description: Join us for a 30-minute overview of Orion Advisor Technology, and chat with our team to get your questions answered. We will cover reporting, billing, financial planning, client portal, trading, advisor dashboard, and more. This webinar is a great option for advisors who are considering a new technology platform or looking for an all-in-one technology tool to streamline operations and improve client experience.
Register