Subscribe

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.

Delivering Value Through the Investor Life Cycle

Event Description: Your clients’ needs at age 25 vs. age 45 vs. age 65 will all be extremely different. As they reach special milestones during various points in their life, their financial future changes with it. Of course, this is something you know, but how prepared are your investors? Do you know what is keeping them up at night during each of these life stages, and how you can best serve them as their advisor? Join us as we explore the different client life stages, how you can address your clients’ needs, and what pieces of your tech can help to get the job done. We will also have our Chief Behavioral Officer, Dr. Daniel Crosby, on deck to talk about the behavioral thoughts and decisions that your clients go through at each of these stages, so you can be well equipped to meet their needs.

On Demand

Billing – Recalculating & Troubleshooting Live Bills

Event Description: There are times when a live bill needs to be revised after it’s already been run. Did you know that you are able to recalculate a bill to reflect changes such as an updated fee schedule, asset exclusion, or changes to billing settings? Join us to learn more about how to recalculate fees while you are mid-bill run, and after you’ve already collected the fee from the custodian.

On Demand

Fight or Flight: Acknowledge and Address Client Fears

Event Description: We are living in an unprecedented time full of uncertainty. As troubling headlines around COVID-19, the housing market, and rising inflation flood your clients’ emails and news feeds, it’s only natural that they’ll fear what’s next. Now, more than ever, discussions around risk and real-time events are essential in calming client concerns. Together, HiddenLevers and Orion provide advisors with tools to acknowledge and address clients’ concerns while also reassuring them that they’re properly invested to meet their financial goals—no matter what the future holds. Led by Business Development Executive Clark Jeffries, and joined by Adam Palmer, Director, Product Management, we’ll discuss actionable strategies to provide investors peace of mind and explore how HiddenLevers + Orion can help prevent clients from allowing fear to disrupt investment decisions. We’ll also showcase an in-depth review of HiddenLever’s capabilities, such as gauging risk tolerance, stress testing portfolios, and recommendation building to minimize risk.

On Demand

Preparing for Quarter End – Part 1

Event Description: Don’t waste time stressing about how to prep for quarter end! Watch Part 1 of our Quarter End Webinar Series where we’ll walk through the process of auditing your billing information and running a forecast bill. We’ll also show you how to kick off your Quarter End Dashboard so you’re fully prepared for a successful quarter end.

On Demand

June 2021 Product Release Webinar

Event Description: Let’s round out 2021 Q2 with the latest details on this month’s tech build! Understand what updates were made to the Orion Advisor Tech platform and how to leverage them in your business. You can also take advantage of the opportunity to ask our product team any questions about the updates. April and May product release webinars are also available at registration!

On Demand

Performance Series: Part 1 – Understanding the TWR Calculation

Event Description: Want to take a deeper dive into Orion’s most common performance calculation? Join our Performance Training Architect to gain a better understanding of how Time-Weighted Return is calculated in Orion. We’ll also show you how to easily gather key data points directly from the system, and will break the calculation down for you using simplified mathematics!

On Demand
1 2 3 8