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.

Powering Your Planning Platform: November 2020 Product Enhancements

Event Description: Join us to review the latest development updates for Orion Planning and the new Client Portal. This includes enhancements to Business Sales, additional Distribution Strategies, changes to the Personal Information Page, Client Portal Newsfeed, and the ability to choose a Landing Page. We’ve also made the MoneyGuide Pro and eMoney integrations available within the portal!

On Demand

The Significance of Financial Planning: An Open Dialogue with Brian Morgan, CFP®

Event Description: We’re rounding out National Financial Planning Month with a special edition of our monthly Market*r webinar. On October 28th at 1 PM CT, join Brian Morgan, Orion’s Director of Product, Financial Planning, for an open dialogue about the significance of financial planning, best practice tips for implementing it at your firm, and ways to promote its value to your clients. To make this a truly interactive experience, we’re inviting you to submit any questions you may have upon registration, to be addressed during the webinar. We look forward to celebrating National Financial Planning Month with you!

On Demand

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.