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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.

Orion Planning – July 2020 Product Updates

Event Description: Join us to review the latest Orion Planning Portal enhancements, which includes the addition of Local Taxes and indicating dependents so the tool can factor in Child Tax Credit and Dependent Exemptions. Other enhancements that will be covered include adding outside activities to the User Activity page, Custom Brand Colors, Onboarding Households en masse, and the ability to Screen Share with prospects!

On Demand

Launching Marketing Campaigns to Increase Financial Planning Engagements

While there are a lot of marketing tools out there that promise to boost your client engagements or fill your sales pipeline, none of the solutions available today are built to support the most important step in the marketing process: conversion.

This means advisors are either missing out on actually closing new business opportunities or end up having to spend even more time and money analyzing marketing activity and nurturing leads until they become a client.

That’s where Orion Market*r comes in.

Join this webinar to see how you can begin to leverage the only advisor marketing platform designed to drive your business’ growth through financial planning engagement.