Event Description: In times of uncertainty, clients expect more from their financial advisor. In order to go above and beyond, advisors need to ensure they have all the latest technology to deliver an outstanding digital client experience. The experience must seamlessly provide clients access to the most important elements of their financial lives in a single place. In fact, 81% of advisors agree that the client portal is the most important technology solution for improving the client experience, and accordingly, the number one area of investment for improving the client experience.* Focusing on the client experience will inherently help grow your business, create scale, and increase your firm’s value overall. But to reap those benefits, you need technology that both provides value to your clients and enhances your efficiency as an advisor, so you can spend more time growing your relationships. Join Orion’s own George Svagera, Vice President of Business Development, for an overview of the Client Portal and hear some of the biggest highlights that can be a game-changer for your firm and your clients. George will talk financial planning, account aggregation, prospecting, integrations, reporting, and more! *2019 Investment News Advisor Technology Study
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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: To help fund the “Build Back Better Act,” meaningful changes to the U.S. tax code have been proposed, including higher rates on capital gains, earned income, and corporate profits as well as new limitations on retirement accounts. As the tax policy debate heats up in Washington, D.C., please join us for a very timely conversation between Steve Pavlick, Head of Washington Policy Research for Renaissance Macro Research, and Andy Rosenberger, Orion’s Head of Tax-Managed Solutions, on the proposed changes to the tax code, what proposals are likely to be embraced by Congress, and how a final bill could impact the economy, the markets, and your investment portfolio.
Event Description: Capital Group’s, Mike Van Wyk, will present the findings from their 1,500 person Pathways to Growth Advisor Benchmark Study that set out to uncover the behaviors and habits of high-growth practices. It lays out the three key focus areas of Always-On Acquisition, Relationship Alpha, and Strategic scale and shares insights on how advisors seeking to grow their practices can shift their behaviors toward higher-value activities. Additionally as part of the webinar, in Fuel Growth with a COI Engagement Strategy, Paul Cieslik, also of Capital Group, will teach about the science of referrals and how to apply it in building professional partnerships among the centers of influence (COIs) of your most engaged clients. You will learn: 1) The science of referrals, especially the concept of social currency 2) How to identify engaged clients who are most likely to be a source for COI introductions 3) Step-by-step ways to build relationships with COIs
Event Description: Sustainable investing is here to stay. Don’t miss this webinar! If you are hearing more and more about sustainable investing, there is good reason. Socially responsible investing is not only ethical or “green” it is also an investment strategy growing in popularity. Help satisfy your clients’ commitment to social and environmental change with this new portfolio recipe. Sustainable investing is here to stay. Don’t miss this webinar. Join Chief Investment Strategist and Portfolio MasterChef Rusty Vanneman, CFA, CMT, Amanda Toner, Director, Multi-Asset Management & Solutions team with BlackRock, and Aaron Scully, Portfolio Manager with Janus Henderson for our latest installment of Portfolio Recipes.
Event Description: Advisor Perspectives’ Thought Leader Summit 2021 is a two-day event positioned for financial advisors to learn from your thought-leaders. On August 25th, at 11:15am ET, join Daniel Crosby, Ph.D. Chief Behavioral Officer at Orion, Todd Bertucci SVP of Enterprise Sales Orion Advisor Tech at Orion Advisor Solutions, Shauna Mace, CHPC Founder, Growth Consultant and Coach Inspire Growth will discuss the 3-dimensions of scalable growth to help you improve acquisition, increase referrals, expand your share of wallet, and drive efficiency through technology.
Event Description: Tucson, AZ. Cambridge will be honoring their top financial professionals with dynamic sessions and engaging networking opportunities. Zack Seitz Regional Vice President of Orion will be in attendance.
Event Description: The FPA of Greater Kansas City first annual symposium will take place in person in Olathe, KS. Orion’s Ray Shirley Subject Matter Expert of Financial Planning will be peering into the Future and Demystifying Monte Carlo Simulations.
Event Description: A virtual format for all advisors, advisor staff, sales managers, program managers. Eddie Sempek, SVP, Strategic Relationships at Orion will be speaking on how to Leverage Orion’s Fiduciary Framework to Engage New Clients.
Event Description: Pathways – AIC/AAS Forum is a securities-focused meeting that will incorporate product and practice management content under a cohesive wealth management approach. As with previous years’ meetings, financial professionals will have the exciting opportunity to hear from dynamic speakers, interact with meeting sponsors, and visit with AIC/AAS management. Eric Sanders, Strategic Consultant at Orion Advisor Tech will co-host a Technology Idea Sharing Session with Adam Lillich, Lead Technology Partner at Ameritas. The session will take place on July 28th from 2:15 pm -3:20 pm at the convention center in Denver.