On Demand Events

Event Description: Orion’s National Ascent 2021 Conference is so close that we can already feel the warm Scottsdale sun against our skin! We have reached capacity at the Fairmont Scottsdale Princess and have moved to a waitlist for in-person ticket sales. If you would like to be added to the waitlist, please email Events@Orion.com. With each year, we’re excited to see a growing interest from our trusted advisors. This, however, leads to tickets selling out earlier. If you did not have a chance to snag your ticket, please consider joining us virtually to experience all the excitement from the comforts of your home!

Event Description: TeamUp for TeamMates is back again for 2021-this time, with a new model. Runners can participate either in in-person on August 21 or virtually! So, lace up your shoes and join us on the track or comfortably on your treadmill at home.
In benefit of the Millard Chapter of the TeamMates Mentoring Program, the event touts three options for runners of every mile: 5K / 2-Mile Walk / Kids’ 1-Mile Fun Run. Click HERE to learn more!

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.

Event Description: 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 event 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.

Events Description: This virtual event is by invitation only ​and brings together elite-tier advisory teams for five days of rich content, designed to address the complexities of interpersonal dynamics, provide insights on financial management and share innovations in wealth management. Dr. Daniel Crosby, Chief Behavioral Officer, Orion Advisor Solutions, will be speaking about The Science of Influence.

Event Description: No relationship is more meaningful than between an advisor and client. You’re often the first person they contact with major questions, life events, and plans. Clients look to advisors for meaningful (and consequential) advice. Are you making the most of this relationship? Join Dr. Daniel Crosby, Chief Behavioral Officer at Orion Advisor Solutions for a discussion on the value financial advisors bring to the wealth management process. You will leave with tangible tools for more meaningful conversations that can help keep clients invested, regardless of what the market throws their way—strengthening the advisor-client relationship through conversations centered around outcomes.

Event Description: According to research, referrals remain the primary source of new business for financial advisors. But that doesn’t tell the whole story. Marketing today is a complex web of integrated marketing campaigns, diverse tactics, and creative content. In this webinar, we discuss tips to build a better marketing strategy that focuses on leveraging the main source of new business—referrals—and building out from there using all of today’s most innovative tactics.

Event Description: Get ready to learn and network with FSI in 2021! Their Annual Kickoff has been re-created as a special members-only event in a virtual format. Save time on your calendar for these short, inspiring sessions that will help you prepare for what is to come in 2021.

Event Description: Join CEO and CIO Kim Arthur for an inside look at the services and support that Main Management offers for advisors who partner with us. Learn more about our core team and values, portfolio approach, and how to leverage our research materials to help your clients reach their goals.

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!