Event Description: Don’t waste time stressing about how to prep for quarter-end! Join us for Part 1 of our Quarter End Webinar Series where we’ll walk through the process of auditing your billing information and running a forecast bill. We’ll also show you how to kick off your Quarter End Dashboard so you’re fully prepared for a successful quarter-end. You can also register for Part 2 and Part 3!On Demand
On Demand Events
- Product Line
- Recommended For
- Advisor Experience
- Client Experience
- Data Services
- Financial Planning
- Investment Management
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: Advisor Perspectives’ Thought Leader Summit 2021 is a two-day event positioned for financial advisors to learn from your thought-leaders. On August 25th, at 11:15am ET, join Daniel Crosby, Ph.D. Chief Behavioral Officer at Orion, Todd Bertucci SVP of Enterprise Sales Orion Advisor Tech at Orion Advisor Solutions, Shauna Mace, CHPC Founder, Growth Consultant and Coach Inspire Growth will discuss the 3-dimensions of scalable growth to help you improve acquisition, increase referrals, expand your share of wallet, and drive efficiency through technology.
Event Description: The FPA of Greater Kansas City first annual symposium will take place in person in Olathe, KS. Orion’s Ray Shirley Subject Matter Expert of Financial Planning will be peering into the Future and Demystifying Monte Carlo Simulations.
Event Description: Our product team will be on deck to share the latest updates made to our reporting tool, trading tool, financial planning tool, and others! Get a demo of the updates and ask the product team any questions you have about the products. Click below to register for all our Q3 sessions.On Demand
Event Description: An all-day live Virtual Conference showcasing the newest advisor fintech. Join Orion’s Brian Morgan CFP and Product Director of Financial Planning, for a demo of the Orion Planning tool – Orion FP, now available for advisors to use in outreach to underserved families and individuals looking for independent financial advice and guidance
Event Description: Your clients’ needs at age 25 vs. age 45 vs. age 65 will all be extremely different. As they reach special milestones during various points in their life, their financial future changes with it. Of course, this is something you know, but how prepared are your investors? Do you know what is keeping them up at night during each of these life stages, and how you can best serve them as their advisor? Join us as we explore the different client life stages, how you can address your clients’ needs, and what pieces of your tech can help to get the job done. We will also have our Chief Behavioral Officer, Dr. Daniel Crosby, on deck to talk about the behavioral thoughts and decisions that your clients go through at each of these stages, so you can be well equipped to meet their needs.On Demand
Event Description: Pathways – AIC/AAS Forum is a securities-focused meeting that will incorporate product and practice management content under a cohesive wealth management approach. As with previous years’ meetings, financial professionals will have the exciting opportunity to hear from dynamic speakers, interact with meeting sponsors, and visit with AIC/AAS management. Eric Sanders, Strategic Consultant at Orion Advisor Tech will co-host a Technology Idea Sharing Session with Adam Lillich, Lead Technology Partner at Ameritas. The session will take place on July 28th from 2:15 pm -3:20 pm at the convention center in Denver.
Event Description: Join our team as we discuss the new customizable video feature now available in Market*r, demonstrating how it is the new secret weapon to an effective video marketing strategy. We’ll talk through 1. Overview of the new customizable video tool 2. Roadmap for new videos to be added 3. Examples of effective video marketing strategies.On Demand
Event Description: Join Orion’s Tyler Vacek, Senior Business Development, and Sean Hollingshead VP of Managed Accounts at AICPA’s Engage conference at the Aria in Las Vegas, NV. Throughout the conference, they will be setting up the framework to make sure your client experience is buttoned up for the entire advisor-client journey.