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Featured Event Making the Break: Orion’s Breakaway Bootcamp

April 7th, 2021

Your Independence Day Is Here

Whether you’re just starting out on your breakaway journey, or you’ve already established your independence, setting up your RIA can be exhilarating, daunting, and, at times, isolating. But you aren’t alone. Join our Making the Break bootcamp for actionable advice and best practice tips from a panel of advisors who have been in your shoes, along with valuable sessions from industry thought leaders and market experts.

Featured Speakers


Who Should Attend

Thinking This Event Might Be For You?

Advisors Thinking of Breaking Away


Considering the path to independence but aren’t sure where to start?

This event is the perfect opportunity to start mapping your plan and hear inspiring stories from firms who have gone before you. (Don’t worry, we’ll keep your name private!)

Advisor Currently Breaking Away

Advisor Currently Breaking Away
Have you taken the leap and are looking for insights to fuel the rest of your journey?

Take advantage of the advice and connections we’ll facilitate to ensure your firm is tracking for immediate success and long-term growth.

Advisors Who’ve Recently Broken Away


Loving your independence but want to make sure you’re set up for long-term success?

Hear insights from experts in the field, along with previous firms who’ve made the leap, to help you bring your short- and long-term visions for your firm to life.

Ready to Make Your Break?


Full Day Event on April 7

Registration Details

When you register for our event, you’ll have the option to remain anonymous. Orion will collect your information for billing purposes, but will not share your name or contact information with other attendees or sponsors unless approved by you.
Register Now

Agenda & Speakers

Join us for a day packed with inspiring messages, best practices and actionable insights from experts in our industry.

April 7, 2021

Hover over items for additional details

9:00 am - 9:20 am CST

The Future is Fiduciary

Eric Clarke
CEO
Orion Advisor Solutions

If the challenges of the past year have taught us anything, it’s that the future—of our industry and our world—is fiduciary. At its core, being a fiduciary means doing your best for the people who trust you: Giving your clients holistic advice that sets them up for long-term financial success, understanding their fears and guiding them toward a sense of peace of mind, and cultivating a wealth management experience for them that is both comfortable and successful. Join Eric Clarke, CEO of Orion, as he kicks off a day dedicated to helping breakaway advisors define their fiduciary futures.

On Demand

9:30 am - 10:10 am CST

Keynote: Building Your Breakaway Playbook

Josh Brown
Chief Executive Officer
Ritholtz Wealth Management, LLC

You’ve got your “why.” But do you know how to execute a successful breakaway journey? Josh "The Reformed Broker" does, and he's here to help with actionable strategies and best practice insights for turning your vision for independence into reality.

On Demand

10:20 am - 11:05 pm CST

Meet & Greet: Tucking Into an Orion Firm Who Shares Your Unique Vision for Success


There is more than one way to break away! As you map out your path to independence, considering a partnership with and “tucking in” your business to an existing RIA could be your solution for continued growth. Listen in on one of these breakouts to see how the vision you have for your independent practice might be a perfect match.

On Demand

11:15 am - 12:00 pm CST

Breakaway Expert Consulting - Branding

Shannon Spotswood
President
RFG Advisory

The road to independence isn’t meant to be traveled alone. During these valuable breakout sessions, you’ll hear practice management insights from Orion’s expert team of consultants, who can’t wait to support you every step of the way, whether you’re looking for marketing and branding tips, team building ideas or tech consulting expertise.

On Demand

11:15 am - 12:00 pm CST

Breakaway Expert Consulting - Team Building


The road to independence isn’t meant to be traveled alone. During these valuable breakout sessions, you’ll hear practice management insights from Orion’s expert team of consultants, who can’t wait to support you every step of the way, whether you’re looking for marketing and branding tips, team building ideas or tech consulting expertise.

On Demand

11:15 am - 12:00 pm CST

Breakaway Expert Consulting - Tech


The road to independence isn’t meant to be traveled alone. During these valuable breakout sessions, you’ll hear practice management insights from Orion’s expert team of consultants, who can’t wait to support you every step of the way, whether you’re looking for marketing and branding tips, team building ideas or tech consulting expertise.

On Demand

12:00 pm - 12:30 pm CST

Break

12:30 pm - 1:30 pm CST

"Make or Break" Moments: Stories of Failures, Successes, and Tricks of the Trade

Andrew Fairman
Strategic Benefit Consultants
Eric Raether
Canopy Wealth Management
Jess Peterson
Peterson Wealth Management

They were once in your shoes: Standing on the precipice of the move that would change their lives. Hear real stories from advisors who have made the break—what they learned, what they would have done differently, and what the view looks like from the other side of the road to independence.

On Demand

1:40 pm - 2:25 pm CST

Technology That Powers Independence

Kyle Hiatt
Executive Vice President
Orion Advisor Technology
Todd Bertucci

You need a tech stack that enables your unique vision for success, not one that distracts you from achieving it. During this session, find out how the right technology can both accelerate and support your breakaway journey, and learn more about Orion’s flexible, best-in-class solutions, from marketing and planning to trading, billing, and reporting.

On Demand

2:35 pm - 3:05 pm CST

Planning for the Firm You Want to Be, Beyond Today

Noreen Beaman
President
Orion Advisor Solutions

If the future is fiduciary, that means you are the future—and now is the time to start planning for it. What do you want your new firm to look like a year from now? Five years from now? Join Orion’s President, Noreen Beaman, for a closing session focused on the importance of looking ahead and setting the groundwork now for an incredible future.

On Demand

Ready to secure your spot?

Register Now

For professional use only. Not intended for public distribution.
0174-OAT-01/21/2021

Special Thanks to our Partner:

Mariner