Orion Resources

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

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Behavioral Finance

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Choose Your Own Path: Support in Breaking Away
Wealth Management
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Election Countdown
Webinar

CE Credit: 1 Hour

Course

The Growing Influence of AI in the Industry & How Advisors Can Use It
AI for Financial Advisors | Free CFP CE Credits
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Behavioral Finance

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Orion’s Behavioral Finance Suite of Tools
Wealth Management
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Learning the Fundamentals - Annual Orion Update
Webinar
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CE Credit: 1 Hour

Course

Delivering Value Throughout the Client Lifecycle Course Page
orion advisor academy course
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CE Credit: 1 Hour

Course

Navigating the Market, Economic, and Policy Implications of the 2024 Election
Electoral map Navigating the Stock Market During Presidential Election Years
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Wealth Management

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Mobile Assistant + Redtail: Template-Driven Customer Engagement Workflow for Teams
Opperational Efficiency
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Advisor Tech

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How Jump’s AI Helps Redtail Users Save 10-15 Hours Per Week
Opperational Efficiency
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