On Demand Events

Event Description: Orion is proud to support the ClientOne Securities Summit as an exhibiting sponsor and content provider, where Brett Leach, Regional Vice President will be presenting on How to Attract and Retain High Net Worth Clients. Every year, the Client One team gathers to rekindle relationships, explore new opportunities, and collaborate with registered representatives and advisors.

Event Description: The client experience is one area that you can’t afford to skimp on. Your clients are at the center of everything you do, so it’s imperative that you have a Client Portal that meets their needs and expectations. As we see incredible growth rates of the Orion Client Portal, come and see what you are missing out on! Brian Morgan, CFP® will provide a demo of the Orion Client Portal, including our advisors’ favorite features such as best-in-class integrations, performance reporting, and financial planning, and our newer features such as the mobile app, newsfeed, and automatically uploading custodian statements. Brian will be available to take your Client Portal questions and share investor-facing resources that make switching to the Orion Client Portal easy peasy. *Based on a study of Orion Client Portal and Orion Planning firm usage from March 2020 to March 2022

Event Description: Orion is excited to sponsor and attend the 2022 Barron’s Advisor Independent Summit in Louisville, KY. This invitation-only event is a gathering of self-made leaders who have earned a distinct place within the financial services industry. This curated experience has become one of the premier annual events for top ranked independent advisors, with content designed to highlight the best practices and specific needs of independent financial professionals.

Event Description: Orion is proud to support the Ameritas: Breakthrough AIC/AAS Forum as a Gold Sponsor. Our team will be attending and presenting content at this annual conference in Ft. Lauderdale, Florida and look forward to connecting with existing partners and clients.

Event Description: Orion will be attending Park Avenue’s Investment Specialist Workshop as an exhibiting sponsor in Atlanta, Georgia March 8-11.

Event Description:  Orion is proud to support and attend Pershing’s Elite Advisor Summit as a Silver Level sponsor. Our team looks forward to networking and connecting with some of the industry’s top RIAs at this event.

Event Description: Orion is proud to support the Bank Insurance & Securities Association (BISA) 2022 Annual Convention in Miami Beach as an exhibiting sponsor. Each year, the BISA Conference focuses on opportunities for learning, engagement, and interaction. The Orion team is excited to participate in person and connect with attendees.

Event Description: The perilous change in market tone is being felt in many asset classes due to inflation – but not energy. Two years after negative crude oil prices, Americans are driving (and shopping) more than expected. Prices are definitely on the rise with CPI now at 7.5%. Join us as we refresh our Inflation scenario and assess Charlie Munger’s comparing it to nuclear war, in the next HiddenLevers War Room.

Event Description: During times of market volatility, clients tend to feel on edge. Now is the time to demonstrate your value to help ease their concerns – and communication is key to this. Radio silence from their advisors is a big pain point for investors. While it may seem obvious to you, your clients want to know that you’re on top of market events and that you have a plan for their portfolio. We’ve packed a lot of great information into this webinar, starting off with a review of the markets with Orion’s Chief Investment Officer, Tim Holland, CFA. During this webinar, you will also: 1. Get communication tips on what you need to say to clients, when to say it, and more 2. Understand the importance of having a sound financial plan during volatile times and how to communicate that to clients 3. See how successful RIAs use HiddenLevers to gauge risk tolerance, create durable portfolios, and set client expectations before and during market volatility. If you like what you see during this webinar, you can take advantage of special pricing on some of the tools we cover.

Event Description:  Orion is proud to support the Centaurus Quantum Leap Workshop and Wealth Management Conference in Carlsbad, CA as both an exhibiting sponsor and a content provider. Sterling Moore, VP, Regional Director for Orion will present How to Attract and Retain High Net Worth Clients.