On Demand Events

Event Description: Forget everything you think you know about human behavior—and join Dr. Daniel Crosby, Orion’s Chief Behavioral Officer, for an epic challenge: Making 2021 the best year of your life. Chances are, you’ve already given up on your New Year’s resolution. During this powerful presentation, you’ll find out why—along with the reasons most goals are doomed to fail. Dr. Crosby explores the important difference between distant vs. daily focus, illustrates how to shift your mindset from outcome obsessed to purpose-driven, and offers actionable tips for creating the right environment for success. Behavioral change is a daily journey, not a destination. Take the first step by registering now for this valuable session!

Event Description: For many marketers, 2020 has been a year full of curveballs, missteps, and not-so-nice surprises. Luckily though, there was plenty of opportunity to evolve and explore new strategies. That’s why, as we head into 2021, creating an effective marketing plan that incorporates the many different changes brought on by 2020 will be critical to your future success. Join Orion’s very own CMO, Kelly Waltrich as she covers the steps toward building a marketing plan that gets your year started off on the right foot, using some of her own real-world experiences to illustrate her points. After all, with over 15 years of experience managing the marketing efforts of both Fintech firms and financial advisors, Kelly has learned a thing or two about effective marketing strategies.

Event Description: Polen Capital is passionate about growth and preservation too. Their focus is to invest in the most sustainable businesses worldwide using a business owner’s mindset and applying a time-tested process of research and analysis. Learn about the strategies available in the Orion Portfolio Solutions platform from Taneka Lawrence, CFA, and Senior Relationship Manager for National Accounts at Polen Capital.

Event Description: You’ve processed your Fee File at the Custodian, now what? It’s time to track your receivables and process payments to your Reps! Join us to learn more about the Post Payments app, and how to run Advisory Fee Reports in the Payout Dashboard.

Event Description: The key to success has always been a focus on the client experience in wealth management. Accordingly, top advisors are leveraging technology to ensure that their clients are well informed and up to date on all aspects of their financial situation. In order to deliver on this service promise while scaling and profiting from a personalized focus during social distancing times, leading firms are leveraging communication technology to provide clients with access to an aggregated view of their finances through all devices, with a focus on mobile and video. Clients are able to achieve their goals and advisors are able to achieve growth, success and a competitive advantage. Hear from top advisors on how they are achieving for their clients and their businesses in this capstone session in our webcast series.

Event Description: Join Orion’s Chief Investment Strategist, Rusty Vanneman, CFA, CMT, and Director of Research Kostya Etus, CFA, for this month’s illustration of performance, flows, and positioning on the Orion Portfolio Solutions platform. During the presentation, we’ll look at what happened in the market, highlight the strategist firms and models that performed best, and dive into total average performance by mandate type and strategist classification. We’ll also explore the overall strategist lineup on the Orion Portfolio Solutions platform, including new strategists added in November.

Event Description: Join our Financial Planning team as they go through the enhancements made in 2020, and share some ways firms are putting these enhancements into action. We may even tease some 2021 roadmap items that you won’t want to miss!

Event Description: As you prepare for quarter-end, are you ready to run your bills and statements—quickly? We’ve got you covered! Join the second part of our Quarter End webinar series where we’ll walk you through how to complete your dashboard, run live bills, and invoices and review your billing audit files!

Event Description: Get the most out of your Orion tech by learning about our latest build! In this webinar, our Product Managers will demo and explain the latest enhancements made to the Orion platform. Use this opportunity to get your questions answered directly by the Product teams.

Event Description: AAMA has been an investment strategist partner with Orion since 2003. Learn more about their robust model lineup available in Orion Portfolio Solutions and investment philosophy built on the four cornerstones of understanding client expectations, an independent advice model, disciplined valuation processes, and confident execution. Presenting is Robert Baker, the firm’s founder and president.