On Demand Events

Event Description: Join Orion’s Chief Investment Strategist, Rusty Vanneman, CFA, CMT, and Investment Research Analyst, Ben Vaske, for this month’s illustration of performance, flows, and positioning on the Orion Portfolio Solutions platform. During the presentation, Rusty and Ben will 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. They’ll also explore the overall strategist lineup on the Orion Portfolio Solutions platform, including recent additions. For financial professional use only.

Event Description: Over 50% of investors feel the advice they receive is too generic.* Don’t become a commodity.…arm yourself with the right tech and outsourced support. To help you deliver a customized investing experience at scale, we are disrupting what you know about direct indexing and empowering you to provide clients with the personalization that they crave. Join Andy Rosenberger, CFA, Head of Custom Indexing and Timothy D. Welsh, CFP, President of Nexus Strategy, LLC, as they discuss the latest direct indexing technology innovations and demonstrate how Orion’s Custom Indexing Solution is designed to help you save time with trading, simplify account maintenance, and serve clients more effectively while minimizing their tax obligations through a tech-enabled, competitively priced solution. *Capgemini’s World Wealth Report (WWP) 2019

Event Description: As with most aspects of our financial lives, staying balanced is a key to success, especially in volatile markets, and this month’s portfolio recipe could assist. In this month’s Portfolio Recipes webinar, Orion’s Chief Investment Strategist Rusty Vanneman, CFA, CMT, will be joined by Phil Wood, CPM Global Head of Equity Client Portfolio Managers at Janus Henderson Investment, and Sean Clark, CFA, Chief Investment Officer at Clark Capital Management Group to discuss how long-term focused, diversified, balanced portfolios can help provide stable returns over a client’s portfolio life cycle.

Event Description: According to research from Bain & Company, “In financial services…a 5% increase in customer retention produces more than a 25% increase in profit.”

Even better than simply retaining current clients is expanding those existing relationships.

It’s not uncommon for individuals to have money tucked away in odd places – an old 401(k) with a former employer, inherited retirement accounts they just never bothered to move. Convince your clients to bring all of their assets under your roof, and you boost your AUM. Your clients, of course, will want to understand what’s in it for them. Technology can help you demonstrate the benefits.

Join us to see how Orion Risk Intelligence can help you build and visualize a holistic financial plan for your clients. When you can paint a picture of what the future may look like with your firm at the helm, you win trust and further existing relationships.

Event Description: Your clients have unconscious biases, such as ego, conservatism, or emotion, that are affecting their financial decisions and lead to negative outcomes for their portfolios if not addressed. Join Dr. Daniel Crosby, Orion’s Chief Behavioral Officer, and Brandon Marcott, CFP®, Financial Planner, to learn how you can identify these biases and quell them with financial planning tools throughout the different stages of their lifecycle.

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.

Event Description: Social media for financial advisors 👍 isn’t just another sales technique. It’s an opportunity to build credibility, establish authority, and show your authentic personality to attract prospective clients. In fact, over 90% of advisors who use social media for business said it helped them find new clients, and the average new client acquired through social was worth just under $5 million*. Join Tina Powell, CEO of C-Suite Social Media, to learn 7 actionable tips that you can start applying to your social media accounts today. *Source: https://www.thinkadvisor.com/2019/04/08/almost-all-advisors-are-using-social-media-survey/

Event Description: We understand the obstacles and headaches that you endure four times a year with quarter-end processing – which is why we are showing you in less than 15 minutes how you can eliminate those hurdles. Join Orion’s Josh Benson, VP of Business Development, and Andree Mohr, Chief Implementation Officer at Integrated Partners, to hear how you can streamline quarter-end and get back to doing what you love most.

Event Description: There are several valid reasons investors are pessimistic – inflation is high, central banks are raising interest rates and bond prices are falling. Yet, we remain optimistic about the economy and believe long-term investors should still invest and diversify. Join Tim Holland, CFA, Chief Investment Officer, and Thomas K.R. Wilson, CFA, SVP, Head of Wealth Advisory, to gain insight into the latest market activity and discuss what the economy has going for it into year-end: 1) Politics: What to expect in November? 2) Profits: Why earnings and interest rates matter most 3) Peak (Inflation?): Are we on the downslope? ​​Plus, you’ll get all your top-of-mind questions answered to help you lead better client conversations.

Event Description: BasisCode, an industry-leading compliance management fintech solution, is now Orion Compliance. With its mission to help advisors everywhere build audit-ready firms, the end-to-end compliance solution is a natural fit for Orion, where our vision is to power the advisor-client journey with an eye toward seamless fiduciary processes. Carlos Guillen, BasisCode Founder and SVP of Tech Products at Orion Advisor Tech, joins Stephanie Sager, VP of Business Development at Orion, to discuss how Orion Compliance will immediately ease the struggles advisors face in building a robust compliance program. Plus, they’ll offer a sneak peek at future enhancements that will allow Orion Compliance users even greater control over client-focused compliance matters.