On Demand Events

Event Description: As investors’ demands continuously evolve, now is the perfect time to upgrade your client portal technology and allow clients to efficiently track their complete financial picture. Join Brian Morgan, Director, Product Management, and Josh Benson, VP, Business Development, to learn how to make the client portal the center of your clients’ digital experience through the use of a sleek platform alongside client-first tools and integrations. You’ll also get an exclusive look at new enhancements that are available in the award-winning Orion Client Portal to help provide a smoother financial management journey.

Event Description: The combination of Redtail’s industry-leading CRM technology to Orion’s open architecture platform can serve as the foundation of your tech stack, connecting the advisor-client journey via an end-to-end, seamlessly integrated platform built around a CRM hub. Join Joel Hurst, SVP of Business Development, for an exclusive look at how this powerful integration can empower you to streamline your processes, make your workdays more productive, and increase your engagement with clients and prospects. You’ll also have a chance to get all your questions answered and access a sneak peek of upcoming enhancements that we have planned.

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: Investment outcomes have been shown to be improved when goals-based investing is emphasized in financial planning. Cade DeNazario Akers, CFP®, Orion’s Financial Planning Product Manager will demo the Orion Planning platform, and further explain the new enhancements and customizations since the inception of Protect, Live, Dream. Cade will provide insight into how advisors may best utilize the feature to address different client scenarios and advisor preferences.

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: For many advisors, the account opening process has long been on the list of tedious yet crucial tasks to complete. Utilizing Apex’s digital API suite, Orion’s new Automated Account Solution transforms the account opening process so you have the speed, efficiency, and flexibility you need to deliver a better client experience. Join Orion’s Brian Morgan, CFP®, Director of Product, and Eddie Sempek, National Sales Manager, along with Apex’s Megan Hausmann, Director, Advisory Success, and Marcel Tsai, Senior Director, Advisory Success to see first-hand how we’ve streamlined the traditionally slow account opening process into an efficient workflow that can be completed in under 5 minutes. You’ll learn how you can compete with robo-advisors, efficiently convert prospects to clients through the delivery of simple proposals, and create scale while integrating financial planning, best-in-class reporting, and a white label client portal.

Event Description:  Orion Advisor Solutions will be attending the Focus Financial Partners conference in Las Vegas as a sponsor and content contributor. Orion CEO, Eric Clarke, along with SVP of Consulting and Implementation, Greg Menefee will be speaking from the main stage on The Future of Client Experience and the Hottest Fintech Industry Trends. Randy Lambert and Joe Leybolt will also be sharing the Orion Roadmap during a breakout session on Friday, June 24th.

Event Description: Looking to grow your advisory practice with the backing of a powerhouse aggregator firm? We’ve got a network of firms looking for advisors just like you to join their practice. In this webinar, we talk to two of these firms, Mariner and Financial Services Network, about how they recruit advisors for their firms, how they help advisors transition and grow, and what the future of the advisory business looks like. You’ll come away from this webinar prepared for a conversation or interview with an aggregator firm and understand how merging with one of these firms can help fuel your growth. Whether you’re an established RIA looking to merge with another like-minded firm to gain scale, or you’re an individual advisor or breakaway broker looking to join an existing firm, the Orion Network can help connect firms and facilitate introductions.