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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.

Work Smarter Series: Behind the Scenes – Differentiating Advisor Value Through Integrated Processes

Event Description: In this Q&A session, we talk about how one of the leading RIAs in the country is making an impression on the client experience by first focusing on the processes and systems behind the curtain. Lantz Hunt, Chief Operations Officer of Carson’s RIA, will share some of the key strategic moves the firm has made in order to build a compelling client experience that is also streamlined and seamless from behind the scenes.

On Demand

Portfolio Recipes: The Tactical Asset Allocation Portfolio

Event Description: Would you expect a portion of your portfolio to be actively managed during periods of market volatility? If investors’ market participation expectations are as such, then tactical asset allocation strategies could make sense for their portfolios. Common characteristics of many tactical strategies include using signals to drive market exposures in an attempt to limit losses during severe drops and to potentially outperform during those sustained drops. Given the current state of the markets, with high valuations for stocks and low interest rates for bonds, many investors are looking for those investment strategies that can indeed adapt during periods of high market volatility. Join Chief Investment Strategist and Portfolio MasterChef Rusty Vanneman, CFA, CMT, as he stirs up the Tactical Asset Allocation Portfolio, a tasty pairing featuring Howard Capital Management’s Vance Howard & PIMCO All Assets’ Jim Maturzo, CFA.

On Demand

New Client Portal: Demo and Q&A Webinar

Event Description: Now’s the time to find out why Orion Portfolio Solution’s New Client Portal, launching January 2022, will become the foundational tool for offering your clients a truly unique experience. The new Client Portal is designed to help you engage your clients in an easier, more personalized way with tools and technology intended to bolster the client experience. Get a guided tour of the new Client Portal and how it can be customized to best fit the unique needs of your clients, as well as, answers to all of your transition questions – live!

On Demand

Orion + BasisCode: Get Your Firm Audit-Ready with Compliance Technology

Event Description: There is increasing demand to improve effectiveness of compliance programs, based on SEC regulations and the compliance risks in the advisor work-from-home model. Now is the time to learn about Orion’s new partnership with BasisCode Compliance, LLC., a comprehensive cloud-based compliance software platform for the financial services industry. Join Orion Advisor Solutions’ General Counsel, Kylee Beach and Vice President of Compliance Technology, Carlos Guillen as they discuss the robust offering BasisCode brings to Orion advisors, along with a glimpse of the future integrated roadmap and an insider’s view demo of the game-changing compliance tech by Orion’s Sonya Reeve.

On Demand

Work Smarter Series: The Efficiency Trifecta – People, Processes, and Tech

Events Description: Join Laura as she dives into the practices that have worked to create efficiencies at SignatureFD, an award-winning and quickly growing RIA. As Director of Client Care and Operations, she has a deep understanding of how people, processes, and technology can work together to bring ideas to fruition and achieve results for clients. Laura will cover how SignatureFD uses data to effectively run their business and how the teams leverage AIP to wow their clients.

On Demand

Orion Portfolio Solutions: Performance, Flows, & Positioning | October 2021

Event Description: Join Orion’s Chief Investment Strategist, Rusty Vanneman, CFA, CMT, for this month’s illustration of performance, flows, and positioning on the Orion Portfolio Solutions platform. During the presentation, we’ll look at what happened in the market, highlight the strategist firms and models that performed best, and dive into total average performance by mandate type and strategist classification. We’ll also explore the overall strategist lineup on the Orion Portfolio Solutions platform, including recent additions.

On Demand

Work Smarter Series: The Journey to Becoming a 5x Top 5 RIA

Event Description: Marty Bicknell knows a few things about client experience and fast growth. As a co-founder, and current President and CEO, of Mariner Wealth Advisors, Marty has led the firm from just an idea in 2006 to a top-five RIA Firm by Barron’s from 2016 to 2021. Join us during this exclusive webinar where Marty will share what he has learned along this journey of scaling his business, and tactics for keeping clients at the center of everything the firm does. You can also catch actionable tips and stories on how Mariner Wealth Advisors has used Orion Advisor Tech to fuel their growth and create an efficiently running firm.

On Demand
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