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Upcoming Events

From the biggest industry conferences to new user and product training, meet us on the road or online at any of these upcoming events.

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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
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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
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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
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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
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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
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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.
On Demand
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Model Management + Stress Testing = Opportunity for Client and Firm Growth

Event Description: If you’re not using stress testing as part of your model management processes, you’re leaving huge opportunities on the table. Join Eddie Sempek, National Sales Manager, and Phil Colling, AVP of Business Development, as they demonstrate how to leverage Orion Risk Intelligence to: 1) Stress test any model no matter who owns it (no limitations!) 2)Improve the risk review process by running multiple models against your client’s portfolio 3) Make changes without impacting models until you’re ready to move forward 4)Unite models with relevant risk data all under one roof with Orion’s Eclipse integration
On Demand
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Top 10 Technology Tools You Need in 2023

Event Description: At Orion, innovation never rests and 2022 was no exception. This holiday season, we’re taking a look at some of our favorite tech solutions from the past year - including the powerful integration of Redtail CRM into our open architecture platform, the launch of Orion Custom Indexing, Automated Account Solution, and an exclusive look into the enhancements we made to our financial planning, trading, reporting, and data tools. Join our team of product experts to see how you can access the tech, resources, and support you need in 2023 to grow, scale, and realize your unique vision for success.
On Demand
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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.
On Demand
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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
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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
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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
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