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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.

Orion + Eaglebrook: Investing in Digital Assets

Event Description: Together, Orion and Eaglebrook are ready to arm advisors with the tools they need to support clients who want exposure to digital assets in their portfolios. Through a seamless and secure integration, you’ll gain exposure to professionally-managed Bitcoin and Crypto separately managed accounts to help clients meet their unique investment goals. Join Brock Hardwick, Orion’s Product Manager, along with Eaglebrook’s Christopher King, Founder, and CEO, and Roddy Chisholm, Head of Investment Platform, for an exclusive look into how this powerful integration will help you win new clients, scale your cryptocurrency operations, and expand your value proposition.

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

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

Everything You Need to Know for Transitioning to Orion’s Enhanced Client Portal

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.

On Demand

Orion + Apex: Finally – Truly Digital Account Opening for RIAs

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.

On Demand

Orion and RISA: Transform Retirement Outcomes Through Personal Income Style Awareness

Event Description: At Orion, our mission has always been to power the advisor-client journey – from start to finish. That means offering the resources and technology our advisors need to do the best work for their clients throughout the entire financial management experience. That’s why we’re thrilled to announce our pilot partnership program with RISA. The Retirement Income Style Awareness profile, created by retirement income legends Alex Murguia and Wade Pfau, helps clients determine their individual retirement income personalities, so their advisors can build the personalized strategies for generating retirement income that makes sense for each unique client. Join Jeff Kliewer, Senior Product Manager at Orion, and RISA founders Alex Murguia and Wade Pfau to discuss: 1) RISA’s innovative, customizable framework for identifying individual retirement income personalities 2) How building retirement strategies around personal preferences drive better outcomes 3) How RISA integrates into your Orion platform 4) How you can participate in the partnership pilot

On Demand

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

Event Description: The widely awaited deal between Orion and Redtail has closed. Together, we 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 Trent Mumma, Orion’s EVP of Tech Products, and Brian McLaughlin, Redtail co-founder and now Orion’s President of CRM, for a first-hand look at our roadmap for combining Redtail’s next-generation CRM technology into Orion’s open architecture platform to help advisors scale essential operational functions and strengthen client relationships.

On Demand

Orion Portfolio Solutions’ New Advisor Portal Live Webinar: Marketing, Resources and Investor Portal Q&A

Event Description: Orion Portfolio Solutions’ new and reimagined platform helps you facilitate your entire wealth management process right from one cohesive experience – helping you navigate each day with ease. Join our experts for a live Q&A event focused on the library of training content within the Knowledge Hub, as well as, practice management resources and marketing content for your clients. Plus, we’ll take your inquiries about the Investor Portal, including the Orion Planning Tool. Submit your questions when you register or bring them with you to the event.

On Demand
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