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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.

Webinar Series – Find A Tech Solution That Grows With You: Ask Us Anything, Top Due Diligence Questions

Event Description: No question is a dumb question when it comes to due diligence. This is a big decision that will affect your firm’s trajectory and growth. So bring your questions – we can talk about Orion tech specifically, due diligence in general, what questions you should be asking tech providers, and more.

On Demand

Help You Sell: Turn a Prospect into a Client in One Week with Risk Intelligence

Event Description: Advisors today are facing tougher questions from prospects. With all the macro uncertainty, you’re put on the spot to answer the big “what ifs” from your very first meeting. How do you effectively showcase your firm’s value while also addressing broader economic concerns? In this webinar you’ll learn how to 1) Gather data quickly, so you’re armed with information for your initial discussion. 2) Present a personalized proposal that addresses each prospective client’s concerns. 3) Develop a firm grasp of your prospect’s current financial situation and risk appetite. 4) Spend more time sharing your firm’s points of differentiation.

On Demand

Fall of CE Series: Creating Persuasive Client Communications – 1hr of CE credit

Event Description: This fall, head Back to School with Orion! We are offering a Back to School webinar series featuring three webinars*, one in September, October, and November, each qualifying for 1 hour of CE towards the CFP®, CIMA®, CPWA®, and RMA® designations. *You can watch any of the webinars anytime from its air date until November 30, 2022 to get the CE credits. Credits will be reported weekly. 

On Demand

Webinar Series – Find A Tech Solution That Grows With You: Most In One Technology, The Benefits of Open Architecture Tech

Event Description: You shouldn’t be bending over backward to get your tech stack to play nicely together, your tech stack should be catering to you and your needs. Let’s talk about the importance of an open architecture, and how it benefits you now, and in the future.

On Demand

Orion + Redtail Part 2: Transforming Advisor Growth through Next Generation CRM Technology

Event Description: Together, Orion and Redtail are ready to transform the way advisors grow their business through a cohesive, tech-driven experience designed to connect every stage of the advisor-client journey. Join us for a look at our recent enhancements, including the exciting addition of Orion’s portfolio view into Redtail and the roadmap of features that will be released soon. By combining Redtail’s next-generation CRM technology into Orion’s open architecture platform, we can help advisors scale essential operational functions and strengthen client relationships.

On Demand

Manage Behavior, Not Just Money, with Protect, Live, Dream

Event Description: Investment outcomes have been shown to be improved when goals-based investing is emphasized in financial planning. Cade DeNazario Akers, CFP®, Orion’s Financial Planning Product Manager will demo the Orion Planning platform, and further explain the new enhancements and customizations since the inception of Protect, Live, Dream. Cade will provide insight into how advisors may best utilize the feature to address different client scenarios and advisor preferences.

On Demand

Portfolio Recipes: The Diversified Tactical Portfolio Recipe

Event Description: In this month’s Portfolio Recipes webinar, Orion’s Chief Investment Strategist Rusty Vanneman, CFA, CMT, will be joined by Manish Khatta, CEO and CIO of Potomac Fund Management, Inc., and Michael Hadden, CFA, a portfolio manager at Brinker Capital Investments, to discuss how a well-diversified tactical portfolio can be useful in volatile markets. Tactical strategies are those strategies that can change their risk exposure and asset allocations based on changing market conditions. Their agility allows them to move in and out of different areas of the market to seek opportunities for higher relative performance. Not only can investors benefit from the work of tactical strategies themselves – they can also benefit from combining these strategies together. Plus: marrying tactical strategies can result in lower correlations not only to the overall market and lower correlations among the other strategies in the portfolio, providing even further diversification benefits.

 

On Demand

Webinar Series – Find A Tech Solution That Grows With You: How The Right Tech Can Help You Surpass Your Next Billion in AUM

Event Description: You’ve hit some major milestones already… $1 billion, $5 billion, or $10 billion in AUM. At this stage in the game, it’s imperative you have a solution that you won’t outgrow. As a larger firm, let’s talk about what your tech solution should be doing for you, and what questions you need to be asking to make sure it’s the right fit.

On Demand

Webinar Series: Orion’s Summer of CE – Leadership Begins with You

Event Description: This summer, Orion brings you our Summer of CE webinar series with three webinars, one in June, July, and August, each qualifying for 1 hour of CE toward the CFP designation. Join Chief Behavioral Officer, Dr. Daniel Crosby, as he explores the underlying psychology affecting decision-making and the ability to foster stronger relationships in the financial space. You’ll learn how giving your best advice can help steady clients during volatile markets and how you can strengthen your client relationships and your practice.

On Demand

Orion + BasisCode: How BasisCode Helps One CCO Keep 75+ Affiliates Audit-Ready

Event Description: Cherie Jolly, CCO of Dynamic Advisor Solutions, is charged with helping the 75+ affiliates the business supports remain in compliance year-round. Compliance professionals know the importance of leveraging a comprehensive technology platform to help manage their clients compliance programs. From automating key Code of Ethics functions to tracking filing deadlines and providing essential training to advisors, BasisCode helps Cherie automate and streamline critical compliance tasks to keep each firm audit-ready. In this webinar, Carlos Guillen, Orion’s SVP of Tech Products, invites Cherie to share how BasisCode helps her provide best practices compliance services to her firms and their 3,600 investors.

On Demand
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