Event Description: While technology is necessary to grow your firm, adding more pieces to your tech stack can turn you into a “swivel chair advisor” – as you’re constantly switching between multiple systems, re-entering data, and manually completing tasks. With all of the recent enhancements in fintech, however, there has to be a better way? JoinTimothy D. Welsh, CFP, President of Nexus Strategy, LLC, as he shares his latest insights on the industry changes and how you can stop wasting time and resources with multiple workarounds for your tech. Throughout this webinar, you’ll discover: 1) Advancements in technology development to help you “stop the swivel” 2) Lessons from top advisors on how they are leveraging unified systems to streamline their operations 3) How you can find a tech stack that helps you operate better, faster, & stronger
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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: Join Orion’s Chief Investment Strategist, Rusty Vanneman, CFA, CMT, and Investment Research Analyst, Ben Vaske, for this month’s illustration of performance, flows, and positioning on the Orion Portfolio Solutions platform. During the presentation, Rusty and Ben will look at what happened in the market, highlight the strategist firms and models that performed best, and dive into total average performance by mandate type and strategist classification. They’ll also explore the overall strategist lineup on the Orion Portfolio Solutions platform, including recent additions. For financial professional use only.
Event Description: What kind of portfolio should one build if we’re heading into a recession? Or what if we’re not heading into a recession? How should a portfolio be built if inflation has peaked and started to fall? What if inflation hasn’t peaked yet? In this month’s Portfolio Recipes webinar, Orion’s Chief Investment Strategist Rusty Vanneman, CFA, CMT, will be joined by Stanley Moy, CFA, CAIA, AVP, Multi-Asset Investment Product Manager at Capital Group, and Daniel Villalon, CFA, Global Co-Head, Portfolio Solutions Group at AQR Capital Management, to discuss how an all-weather portfolio can participate in market gains or limit losses irrespective of what economic conditions might be.
Event Description: No question is a dumb question when it comes to due diligence. This is a big decision that will affect your firm’s trajectory and growth. So bring your questions – we can talk about Orion tech specifically, due diligence in general, what questions you should be asking tech providers, and more.
Event Description: Together, Orion and Eaglebrook are ready to arm advisors with the tools they need to support clients who want exposure to digital assets in their portfolios. Through a seamless and secure integration, you’ll gain exposure to professionally-managed Bitcoin and Crypto separately managed accounts to help clients meet their unique investment goals. Join Brock Hardwick, Orion’s Product Manager, along with Eaglebrook’s Christopher King, Founder, and CEO, and Roddy Chisholm, Head of Investment Platform, for an exclusive look into how this powerful integration will help you win new clients, scale your cryptocurrency operations, and expand your value proposition.
Event Description: Advisors today are facing tougher questions from prospects. With all the macro uncertainty, you’re put on the spot to answer the big “what ifs” from your very first meeting. How do you effectively showcase your firm’s value while also addressing broader economic concerns? In this webinar you’ll learn how to 1) Gather data quickly, so you’re armed with information for your initial discussion. 2) Present a personalized proposal that addresses each prospective client’s concerns. 3) Develop a firm grasp of your prospect’s current financial situation and risk appetite. 4) Spend more time sharing your firm’s points of differentiation.
Event Description: You shouldn’t be bending over backward to get your tech stack to play nicely together, your tech stack should be catering to you and your needs. Let’s talk about the importance of an open architecture, and how it benefits you now, and in the future.
Event Description: Together, Orion and Redtail are ready to transform the way advisors grow their business through a cohesive, tech-driven experience designed to connect every stage of the advisor-client journey. Join us for a look at our recent enhancements, including the exciting addition of Orion’s portfolio view into Redtail and the roadmap of features that will be released soon. By combining Redtail’s next-generation CRM technology into Orion’s open architecture platform, we can help advisors scale essential operational functions and strengthen client relationships.
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.