Subscribe

On Demand Events

On Demand Events

Miss out on a recent webinar? No problem — all our past webinars are available to you on demand, 24-7.

The Financial Advisor Lifecycle, Part 2: Rounding the Bases

Event Description: We often speak of the client lifecycle, but what about the stages of being a financial advisor? Just like a young rookie trains differently than a Hall of Fame veteran, an advisor in the early stage of their practice has vastly different needs than one who has been established for years. For the first time, we will take an in-depth look at the technology, best practices, and helpful hints for advisors in every phase of their careers. The second installment of our triple-play series looks at advisors trying to acquire customers and grow their businesses. Learn how to build your technology stack, strengthen client relationships, prospect for new customers, and streamline processes. We’ll also outline the custom Orion products and services available to advisors in this career stage. These are your money-making years—we’ll teach you how to maximize your potential.  Join us as various Orion experts and advisors just like you share stories and offer life lessons they have learned through the years. With plenty of professional insights and actionable advice, this webinar will be a grand slam for advisors in any career stage.

On Demand

The Financial Advisor Lifecycle, Part 1: Rookie of the Year

Event Description: We often speak of the client lifecycle, but what about the stages of being a financial advisor? Just like a young rookie trains differently than a Hall of Fame veteran, an advisor in the early stage of their practice has vastly different needs than one who has been established for years. For the first time, we will take an in-depth look at the technology, best practices, and helpful hints for advisors in every phase of their careers. The first installment of our triple-play will focus on advisors new to the industry and its technology. At Orion, we call it Launch, and this crucial stage covers licensing, joining or starting a firm, choosing the appropriate technology, acquiring clients, and understanding the industry. Join us as various Orion experts and advisors just like you share stories and offer life lessons they have learned through the years. With plenty of professional insights and actionable advice, this webinar will be a grand slam for advisors in any career stage.

On Demand

Faster Growth and Happier Clients: One Firm’s Experience with Orion’s New Homescreen

Event Description: Increase efficiency. Improve client relationships. Grow your business faster. With us so far? Matt Henry, Director of Transformations at Carson Group, and his fleet of advisors are doing just that with the recently reimagined Orion homescreen—and he’s here to help you do the same. During this webinar, Matt Henry joins Orion’s Director of Product, Adam Palmer, to show advisors how to unlock all the potential of the new Orion homescreen experience. Register now to see the powerful dashboard in action, and learn how you can use it to stay organized, improve efficiency, increase transparency with your clients, and capitalize quickly on new opportunities.

On Demand

The Way Forward Webinar Series – Episode 4: Insights from Top Advisors Who Are Achieving New Levels of Success

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.

On Demand

The Way Forward Webinar Series – Episode 3: Investing

Event Description: Never before has the industry seen such ups and downs in the market, with daily volatility making the investment landscape ever more challenging to navigate. At the same time, these volatile markets create tremendous opportunities for advisors to showcase their services and business model by leveraging award-winning rebalancing and trading technology, accessing critical research, and tapping into top institutional investment managers to provide firms with a powerful investment management marketing message. Particularly as the online goliaths continue to expand and rollout “free” investing options, now is the time for advisors to up their investing games. Check out leading advice, strategies, and approaches from our panel of advisor investing experts in this “can’t miss” discussion.

On Demand

Under the Hood of Your New Advisor Dashboard

Event Description: Welcome to the new Orion Dashboard, an interactive Homescreen! Watch this webinar to learn how you can customize the dashboard to fit your workflows and business needs. We’ll walk through a tour of the dashboard, and discuss the various features, filters, and settings that are available.

On Demand

The Future of Advisor Tech Stacks and Infrastructure

Event Description: Over the past year, we’ve seen a rapid acceleration in the adoption of advisor technology—a trend that shows no sign of slowing down. The COVID-19 pandemic, coupled with already-increasing client expectations, has led advisors to demand greater technological sophistication, not just from individual solutions, but from the way they work together. Join a panel of industry experts to learn more about the trajectory of advisor technology and how their firms are exploring new strategies for future innovation.

On Demand

The Way Forward Webinar Series – Episode 2: Guiding Investors to Plan Admits Uncertain Times

Event Description: Now more than ever, investors have questions when it comes to their financial futures in these uncertain times. Add in more and more “free” advice offerings from the mega-online players, and the need to differentiate your services is becoming paramount. The good news is that with the latest financial planning technology, advisors are able to engage with clients in real-time, through digital and video channels, transforming the client relationship. Dial into this panel of financial planning practitioners who share how they are building and implementing financial plans, enhancing client relationships, gathering incremental assets, and driving new revenues in an unprecedented time of demand for professional financial planning.

On Demand

Stay on the Right Side of Compliance with Inform

Event Description: Unlike most other compliance tools, Inform offers easy monitoring through custom rules and workflows with an efficient and user-friendly dashboard.  Join Kristopher Heig, Compliance Director, and Sean Hollingshead, Vice President of Managed Accounts as they demonstrate how Inform can help you: monitor employee trades, track approval and rejection of gifts and outside business activities, build custom transactional and Code of Ethics questionnaires, and keep results for easy record keeping and future access for the SEC and state regulators.

On Demand
1 2 3