Orion Resources

Ebooks, whitepapers, guides, and more to help you grow.

Topic

Advisor Tech

Event

The Ultimate Guide to Building an Investor Portal That Wows
Opperational Efficiency
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CE Credit: 1 Hour

Course

Profitable Purpose Through ProBono Practice - Course
orion advisor academy course
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CE Credit: 1 Hour

Course

5 Questions to Ask Your Business Owner Clients and Prospects
Questions to ask a business owner
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Advisor Tech

Event

Tax Foundations: Tax-Efficient Portfolios with BlackRock
Wealth Management
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CE Credit: 1 Hour

Course

Donor Advised Funds 101
orion advisor academy course
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CE Credit: 1 Hour

Course

The Psychology of Concentrated Wealth
Orion Advisor Explaining Concentrated Stock Position
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Advisor Tech

Event

Optimizing Portfolio Construction in OPS
Wealth Management
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CE Credit: 1 Hour

Course

Make Yourself Indispensable
Behavioral finance techniques
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Wealth Management

Event

2023…A Recession that Refused to Arrive; A Rally that Few Expected!  So, What Might 2024 Hold for Investors?
Wealth Management
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CE Credit: 1 Hour

Course

Explaining the Economy - Course
orion advisor academy course
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Advisor Tech

Event

Orion + Summit Wealth Systems: Unlocking Innovation in Advisor Technology
Opperational Efficiency
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CE Credit: 1 Hour

Course

Behavioral Alpha: An Advisor's Greatest Value
behavioral finance advisor
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