On Demand Events

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!