Event Description: Join us for a 30-minute overview of Orion Advisor Technology, and chat with our team to get your questions answered. We will cover reporting, billing, financial planning, client portal, trading, advisor dashboard, and more. This webinar is a great option for advisors who are considering a new technology platform or looking for an all-in-one technology tool to streamline operations and improve client experience.
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On Demand Events
Miss out on a recent webinar? No problem — all our past webinars are available to you on demand, 24-7.
Event Description: While technology is necessary to grow your firm, adding more pieces to your tech stack can turn you into a “swivel chair advisor” – as you’re constantly switching between multiple systems, re-entering data, and manually completing tasks. With all of the recent enhancements in fintech, however, there has to be a better way? JoinTimothy D. Welsh, CFP, President of Nexus Strategy, LLC, as he shares his latest insights on the industry changes and how you can stop wasting time and resources with multiple workarounds for your tech. Throughout this webinar, you’ll discover: 1) Advancements in technology development to help you “stop the swivel” 2) Lessons from top advisors on how they are leveraging unified systems to streamline their operations 3) How you can find a tech stack that helps you operate better, faster, & stronger
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.
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.
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.
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.
Event Description: Building strong connections with your clients is at the heart of your business. With Orion’s new, more intuitive Client Portal at their fingertips, your clients are empowered to stay invested in their journey toward financial wellness – and to collaborate with you. Join us for a 30-minute deep dive on the full transition process, including everything you need to prepare and answering any questions you have in a live Q&A segment. Our goal is to provide you with the right amount of training to navigate this change in technology and support you every step of the way.
Event Description: For many advisors, the account opening process has long been on the list of tedious yet crucial tasks to complete. Utilizing Apex’s digital API suite, Orion’s new Automated Account Solution transforms the account opening process so you have the speed, efficiency, and flexibility you need to deliver a better client experience. Join Orion’s Brian Morgan, CFP®, Director of Product, and Eddie Sempek, National Sales Manager, along with Apex’s Megan Hausmann, Director, Advisory Success, and Marcel Tsai, Senior Director, Advisory Success to see first-hand how we’ve streamlined the traditionally slow account opening process into an efficient workflow that can be completed in under 5 minutes. You’ll learn how you can compete with robo-advisors, efficiently convert prospects to clients through the delivery of simple proposals, and create scale while integrating financial planning, best-in-class reporting, and a white label client portal.
Event Description: Sure we’ve probably got a technical recession. But so what? Earnings are doing just fine, commodities are falling and housing is no longer crazy. The Fed shock therapy seems to be working, and other central banks are following suit. 1) Did peak inflation happen? 2) Will the Fed hawkishness stop now? 3) Did equities bottom at 3666? Join us as we update our Inflation scenario with our featured speaker, Phillip Toews, CEO and Portfolio Manager at Toews Asset Management, in the next Orion War Room.
Event Description: Join our product team to learn about the software updates being released in July. Take advantage of the opportunity to ask the product team your questions!