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Attract and Retain High Net Worth Clients with a Secure Banking Solution

Event Description: Recent market conditions - specifically developments in the banking sector - have put some high-net-worth clients on edge. If you have high-net-worth clients or are looking for ways to attract and retain those investors, Orion can help. Brinker Capital Wealth Advisory is a comprehensive high-net-worth offering that includes tailored investment experiences and a range of personalized services, including Orion Cash & Credit, giving you two powerful ways to help high-net-worth clients protect and grow their wealth. Through capabilities such as lending, financing, mortgage banking, and cash management, Orion Cash & Credit is a secure way you can deepen the value you offer to high-net-worth clients and grow your business through: 1) The ability to offer competitive lending and cash management 2) Meeting more complex needs of high-net-worth investors 3) Increased client retention with more comprehensive services for clients. Join Thomas K.R. Wilson, CFA, EVP, Head of Wealth Advisory, and Steven Canup, Managing Director at Focus Client Solutions to learn more about using banking solutions as part of comprehensive wealth management for your high-net-worth clients and prospects.

Orion Risk Intelligence Demo and Q&A: Understand Risk, Uncover Opportunity

Event Description: Join us for a 20-minute overview of Orion Risk Intelligence technology, and ask our team your questions about our solution. We will cover how Risk Intelligence can streamline your work and enhance client engagement with features like our: 1) 3D Risk Tolerance Questionnaire 2) Dynamic proposal creator 3) 100+ stress testing scenarios 4) Flexible asset builder 5) Model management with Eclipse trading integration 6) Orion Connect dashboard integration. If you’re curious about how a risk intelligence solution can help uncover opportunities for your clients and firm, this webinar is for you!

Orion Compliance Technology Demo and Q&A

Event Description: Make complex compliance processes a thing of the past. Join us for a 15-minute overview of Orion Compliance to learn how our tech can streamline your compliance program and get you audit-ready. We will discuss how Orion Compliance helps you manage Code of Ethics, firm oversight, and client-focused compliance matters with features like our: 1) Testing and certifications 2) Custom form submissions 3) Personal trading 4) Governance and audit manager 5) Pre-trade compliance 6) Share class review 7) Centralized document library 8) Team calendar. Join an upcoming session to hear more and ask questions of our expert team!

Your Proposal Generation Process Just Got Better

Event Description: To help you better meet the needs of your firm and your client’s, we’ve empowered you with a more modern, more flexible, and more intuitive way to win and onboard new clients. Join Brian Towner, Director, Strategic Planning Advisor Experience, and Michael Nixon, VP, Regional Director as they showcase three key enhancements to the Orion Proposal Tool: 1) Customization: Access a new and improved design and more flexible output options 2) Risk Assessment: Easily stress test and show client’s if they are taking on more or less risk than they should. 3) Integrations: Leverage the Orion Planning and Orion Risk Intelligence integrations to help build your clients full financial plan.

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

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.

Your Exclusive Look at Orion Stacks

Event Description: Say goodbye to frustrating tech silos and time-consuming disconnected data, and hello to Orion Stacks. You have to see this seamlessly connected tech stack to believe it, so join us for an in-depth demo of the new innovation and capabilities now available from Orion. From CRM, to Financial Planning, Trading, Risk Intelligence, Compliance, and more; come and see how the Orion Stacks can help you focus on growing and scaling your business. Bring your questions as our team will be ready to answer them.

Spring of CE Series – The Science of Influence

Event Description: The second installment explores the psychology of influence. You will leave understanding what motivates your clients and how to leverage the pillars of influence to help your clients take your advice.

Portfolio Recipes: The Custom Indexing Portfolio Recipe

Event Description: Join Orion’s Chief Investment Officer, Rusty Vanneman, CFA, CMT, as he gives you an inside look at a new pairing of two strategists on our platform. You’ll gain insight into these partners, how their firm plays a role on the Orion platform, and how their models can help amplify your expertise. We understand how important it is for you to meet your clients’ investment goals, which is why we’re here to help you put together the right recipe to fit the unique needs of your clients.

Spring of CE Series – Leadership Begins with You

Event Description: The third and final installment of the Spring of CE series will introduce you to The Big Five personality traits model. Personality science helps advisors better understand themselves and their clients to ultimately strengthen the client-advisor relationship in the long run.