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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.

Advisor Perspectives Thought Leadership Summit

Event Description: Advisor Perspectives’ Thought Leader Summit 2021 is a two-day event positioned for financial advisors to learn from your thought-leaders.  On August 25th, at 11:15am ET, join Daniel Crosby, Ph.D. Chief Behavioral Officer at Orion, Todd Bertucci SVP of Enterprise Sales Orion Advisor Tech at Orion Advisor Solutions, Shauna Mace, CHPC Founder, Growth Consultant and Coach Inspire Growth will discuss the 3-dimensions of scalable growth to help you improve acquisition, increase referrals, expand your share of wallet, and drive efficiency through technology.

Ameritas Pathways

Event Description: Pathways – AIC/AAS Forum is a securities-focused meeting that will incorporate product and practice management content under a cohesive wealth management approach. As with previous years’ meetings, financial professionals will have the exciting opportunity to hear from dynamic speakers, interact with meeting sponsors, and visit with AIC/AAS management. Eric Sanders, Strategic Consultant at Orion Advisor Tech will co-host a Technology Idea Sharing Session with Adam Lillich, Lead Technology Partner at Ameritas. The session will take place on July 28th from 2:15 pm -3:20 pm at the convention center in Denver.

FSI

Event Description: Join Noreen Beaman, President of Orion Advisor Solutions, at FSI at the Hyatt Regency Grand Cypress in Orland, FL on July 27 at 3-4 pm EST. for a valuable panel discussion on what many BD’s and RIA firm executives envision what the three categories of home office staff in the future workplace look like. Additionally, Amy Magnotta, CFA Co-Head of Discretionary Portfolios will be speaking on the Due Diligence track.

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