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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.

The Financial Advisor Lifecycle, Part 3: Leadership Begins With You

Event Description: We often speak of the client lifecycle, but what about the stages of being a financial advisor? Just like a young rookie trains differently than a Hall of Fame veteran, an advisor in the early stage of their practice has vastly different needs than one who has been established for years. For the first time, we will take an in-depth look at the technology, best practices, and helpful hints for advisors in every phase of their careers. Our first and second installments focused on exceptional advisor tech and effective communication. For the third and final installment of our triple-play series, we examine the most important part of any advisor/client relationship: you. Clients and colleagues want to work with a financial professional who is empathetic, open, and conscientious. Dr. Daniel Crosby, Orion Chief Behavorial Officer, will examine the five basic traits of personality and give actionable advice to understand how your personality traits affect others. Learn to “know thyself” in order to grow your practice, recruit teammates, and build unbeatable client relationships. It’s the bottom of the 9th—you’re ready to become a superior financial professional and offer an unprecedented level of service. Join us for a surefire path to the Hall of Fame. *Live attendance is eligible for 1 CFP Board CE credit. Please refer to CFP guidelines.

On Demand

FeeX + Orion: A First of Its Kind Integration for Managing Held Away Accounts

Event Description: Orion advisors now have access to a value-added service that allows them to trade and manage held-away client assets through our new partner, FeeX. The new data feed is the first-of-its-kind integration allowing advisors to shift from simply making suggestions to truly managing and trading held-away accounts. Learn how you can use the new integration to obtain a 360 view of all client assets, and take quick action when needed. Join Eddie Sempek, Orion’s SVP of Strategic Relationships, and Dave Goldman, FeeX’s Vice President of Business Development, for an overview of the new value-added service and benefits now available to advisors in the Orion Client Portal.

On Demand

Exclusive Insights from Josh Brown, Presented by Orion

Event Description: For Josh Brown, CEO and co-founder of Ritholtz Wealth Management, structuring the RIA as a fee-only fiduciary was a critical part of the mission to guide investors to long-term investing. The firm even created a loyalty program that would discount fees for clients who invested with them for three or more years—a plan that has garnered national headlines since Ritholtz opened their doors in 2013. During a live, interactive panel discussion on May 18 at 3 PM CT, Brown (also known as “The Reformed Broker”), Ritholtz Wealth Management’s COO Nick Maggiuilli, and Director of Wealth Management Kris Venne will provide a behind-the-scenes look at how this strategy came to be. They’ll also dive into how the firm operates day-to-day with Orion’s capabilities and open the floor to attendees for a Q&A session. So be sure to bring your questions on fintech, practice management, client interface, content, and more!

On Demand

How to Stand Out in the Crowd: Offer A Unique Level of Service with Orion

Event Description: As a financial professional, it’s easy to get lost in our crowded industry. In order to set yourself apart from your competition, you need to offer a unique level of service. Luckily for you, Orion offers the customized, evolving, and cutting-edge solutions you need to differentiate your firm and grow your business. At Orion, we constantly adapt our services and solutions based on your needs and feedback. Join Orion experts Sean Hollingshead and Ashley Heinzman for a tour of Orion’s latest innovations and capabilities, designed to help you offer the kind of incredible client service that sets your firm apart: 1. Cutting-edge user interface 2. Easy-to-use Client Portal 3. Efficient Mobile app 4. Enhanced Trading function.  Whether you’re an experienced Orion user or brand new to our offerings, this valuable webinar will arm you with the tools you need to stand out in the crowd, strengthen your client relationships, and offer an unbeatable level of service.

On Demand

Inspirational Alpha: The Story Behind the Rapid Growth of Thematic Investing

Event Description: Thematic investing strategies are taking the investment world by storm, growing rapidly, and raising assets—and for good reason. These strategies, based on world-changing themes like disruptive tech, climate change, and demographics, offer tremendous value to advisors and investors alike. Perhaps most importantly, they help advisors create Inspirational Alpha: stories that resonate with investors, stimulate them, and give them the opportunity to be part of something transforming the global economy. Join Orion’s Chief Investment Strategist, Rusty Vanneman, CFA, CMT, and Nick Codola, Investment Research Analyst at Orion, to learn more about the rise of thematic investing and the power of Inspirational Alpha, as well as explore the thematic investing strategies and resources available on the Orion Portfolio Solutions platform.

On Demand

Peering Into the Future and Demystifying Monte Carlo Simulations

Event Description: Why is the Monte Carlo low when there are assets at the end of the plan? What is a good outcome? What is the best way to present results to clients? Brandon Marcott, CFP®, our Financial Planning Product Manager, will provide answers to these questions and more. Learn how you can use Monte Carlo simulations to build trust with your clients and establish your expertise as their financial advisor. You don’t need to be a stats pro or math whiz to make the most out of this intuitive tool. Brandon will cover the most commonly asked questions our financial planning team gets about Monte Carlo simulations, and share some best practices about how to get the most bang out of your simulation results.

On Demand

April 2021 Product Release Webinar

Event Description: As we enter the second quarter of 2021, take the opportunity to connect with our product teams about the latest enhancements coming to the Orion Advisor Tech platform. Our product managers will be on deck to share demos of the new updates and answer your questions.  May and June product release webinars are also available at registration!

On Demand

The Financial Advisor Lifecycle, Part 2: Rounding the Bases

Event Description: We often speak of the client lifecycle, but what about the stages of being a financial advisor? Just like a young rookie trains differently than a Hall of Fame veteran, an advisor in the early stage of their practice has vastly different needs than one who has been established for years. For the first time, we will take an in-depth look at the technology, best practices, and helpful hints for advisors in every phase of their careers. The second installment of our triple-play series looks at advisors trying to acquire customers and grow their businesses. Learn how to build your technology stack, strengthen client relationships, prospect for new customers, and streamline processes. We’ll also outline the custom Orion products and services available to advisors in this career stage. These are your money-making years—we’ll teach you how to maximize your potential.  Join us as various Orion experts and advisors just like you share stories and offer life lessons they have learned through the years. With plenty of professional insights and actionable advice, this webinar will be a grand slam for advisors in any career stage.

On Demand
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