On Demand Events

Event Description: Orion’s Head of Tax Managed Solutions, Andy Rosenberger, CFA, is back to answer all of your top-of-mind questions! Join us for this exclusive opportunity to hear from Andy and  get equipped to bring proactive tax management to every client.

Event Description: Join Andy Rosenberger, CFA, Head of Orion’s Tax Managed Solutions to hear how Orion’s premier Tax Managed Solution enables you to help solve the complexities of tax-sensitive portfolios, serve the comprehensive needs of investors, and elevate your advisory practice. Andy will be joined by Joe Graziano, CFP®, Vice President, Wealth Management Partner at FFP Wealth Management to discuss how through the support of our dedicated Tax Management Team, he was enabled to: 1) Serve clients more effectively 2) Attract and win new clients 3) Differentiate his offering

Event Description: Is Bitcoin a fad or a revolutionary technology that will transform commerce on a planetary scale? As a financial advisor, it’s important to become knowledgeable about blockchain, as well as bitcoin and other digital assets, so you can decide whether your clients should invest – or stay away. This vital session removes the mystery about these innovative technologies, enabling you to have meaningful conversations with your clients, while also helping you learn the implications for your own advisory practice. Presented by legendary financial advisor Ric Edelman, founder of the largest RIA firm in the country, who has been ranked #1 Independent Financial Advisor in the nation by Barron’s three years straight.

Event Description: Today’s consumers expect a one-stop-shop for their financial services, putting advisors in competition with brokers, banks, and robo-advisors. To help advisors meet increasing client needs to incorporate banking into wealth management, Orion offers Orion Cash & Credit, a fully integrated lending and cash management solution that helps advisors: 1) Increase client retention through the ability to offer more comprehensive financial services for clients, creating increased loyalty and higher retention rates. 2) Compete with large banks and wirehouses armed with a powerful equalizer to offer competitive lending and cash management services. 3)Attract and serve high-net-worth clients who often have complex needs and value concierge services such as lending and cash management. Join Jason Moore, Chief Solutions Officer, Orion Advisor Solutions, along with Steven Canup, Managing Director at Focus Client Solutions, and Joe Sweeney, AIF, Managing Partner, Cornerstone Wealth Group to learn more about incorporating banking solutions into comprehensive wealth management.

Event Description: Join Noreen Beaman, President of Orion Advisor Solutions, at FSI at the Hyatt Regency Grand Cypress in Orland, FL on July 27 at 3-4 pm EST. for a valuable panel discussion on what many BD’s and RIA firm executives envision what the three categories of home office staff in the future workplace look like. Additionally, Amy Magnotta, CFA Co-Head of Discretionary Portfolios will be speaking on the Due Diligence track.

Event Description: Whether you’re just starting out on your breakaway journey, or you’ve already established your independence, setting up your RIA can be exhilarating, daunting, and, at times, isolating. But you aren’t alone. Join our Making the Break event for actionable advice and best practice tips from a panel of advisors who have been in your shoes, along with valuable sessions from industry thought leaders and market experts.

Events Description: This virtual event is by invitation only ​and brings together elite-tier advisory teams for five days of rich content, designed to address the complexities of interpersonal dynamics, provide insights on financial management and share innovations in wealth management. Dr. Daniel Crosby, Chief Behavioral Officer, Orion Advisor Solutions, will be speaking about The Science of Influence.

Event Description: No relationship is more meaningful than between an advisor and client. You’re often the first person they contact with major questions, life events, and plans. Clients look to advisors for meaningful (and consequential) advice. Are you making the most of this relationship? Join Dr. Daniel Crosby, Chief Behavioral Officer at Orion Advisor Solutions for a discussion on the value financial advisors bring to the wealth management process. You will leave with tangible tools for more meaningful conversations that can help keep clients invested, regardless of what the market throws their way—strengthening the advisor-client relationship through conversations centered around outcomes.

Event Description: According to research, referrals remain the primary source of new business for financial advisors. But that doesn’t tell the whole story. Marketing today is a complex web of integrated marketing campaigns, diverse tactics, and creative content. In this webinar, we discuss tips to build a better marketing strategy that focuses on leveraging the main source of new business—referrals—and building out from there using all of today’s most innovative tactics.

Event Description: Get ready to learn and network with FSI in 2021! Their Annual Kickoff has been re-created as a special members-only event in a virtual format. Save time on your calendar for these short, inspiring sessions that will help you prepare for what is to come in 2021.