Event Description: Over the past year, we’ve seen a rapid acceleration in the adoption of advisor technology—a trend that shows no sign of slowing down. The COVID-19 pandemic, coupled with already-increasing client expectations, has led advisors to demand greater technological sophistication, not just from individual solutions, but from the way they work together. Join a panel of industry experts to learn more about the trajectory of advisor technology and how their firms are exploring new strategies for future innovation.
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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: Now more than ever, investors have questions when it comes to their financial futures in these uncertain times. Add in more and more “free” advice offerings from the mega-online players, and the need to differentiate your services is becoming paramount. The good news is that with the latest financial planning technology, advisors are able to engage with clients in real-time, through digital and video channels, transforming the client relationship. Dial into this panel of financial planning practitioners who share how they are building and implementing financial plans, enhancing client relationships, gathering incremental assets, and driving new revenues in an unprecedented time of demand for professional financial planning.
Event Description: Unlike most other compliance tools, Inform offers easy monitoring through custom rules and workflows with an efficient and user-friendly dashboard. Join Kristopher Heig, Compliance Director, and Sean Hollingshead, Vice President of Managed Accounts as they demonstrate how Inform can help you: monitor employee trades, track approval and rejection of gifts and outside business activities, build custom transactional and Code of Ethics questionnaires, and keep results for easy record keeping and future access for the SEC and state regulators.
Event Description: In today’s environment, traditional marketing methods such as in-person seminars, client functions, networking at community events, and center of influence lunches/dinners are just not feasible at a social distance. Which means digital marketing becomes primary as a way to continue to fill your sales pipeline with qualified leads. Learn new approaches, methodologies, and ways to deploy automated marketing through digital channels, social media, content distribution, video communications, and more from our panel of advisor marketing pros.
Event Description: In today’s “new normal,” it’s more important than ever to stay relevant and connected. Many advisors have turned to virtual seminars and webinars to continue engaging their clients and prospects. To give our advisors the tools they need to do the same, we’ve created a dynamic solution that will help you promote your event, pass information along to your registrants, generate helpful takeaway items, and most importantly, follow up with your attendees after the event. Find out how you can take advantage of Orion’s latest marketing technology, Market*r, to develop more powerful connections with your clients and prospects.
Event Description: Performance can be a complex subject. Join us if you’re new to Orion, or simply need a refresher on what Orion has to offer to make the performance realm a little less frightful.
Event Description: We don’t always think about what goes into creating an exceptional user experience—after all, the point of a seamless experience is that you don’t have to think about what’s happening behind the scenes. Ordering a new iPhone from Apple is a simple series of clicks. And Netflix has your new favorite show queued up before you know it exists.
Event Description: Whether you want to configure the portal for an investment client, start data gathering for a financial plan, or leverage the document vault, there are countless ways to customize the new Orion Client Portal. Join us to explore the different ways that you can utilize the Orion Client Portal to best fit your client’s unique needs.
Event Description: When it comes to an online financial management experience, clients today have options. Too many options. There are portals to help them plan. Portals to track performance. To bank. To trade. To budget. To pay. The list goes on. But isn’t just one portal plenty? A single portal through which clients can access all the insights, tools, and interactions they need to run their financial lives. A portal that gives them every reason to log in and continue logging in, time and again.
Event Description: The Firm Profile app plays a crucial role in ensuring your firm is set up for success. Join us to learn the various features that live within this app, and how you can get started by updating your firm’s contact information, creating representatives, and creating management styles.On Demand