Orion Resources

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

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

Event

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

Event

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

Event

Automate Your Annual Review Scheduling with GReminders
Opperational Efficiency
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CE Credit: 1 Hour

Course

Donor Advised Funds 101
orion advisor academy course
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Event

Dan Test 2
Webinar
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CE Credit: 1 Hour

Course

Elevate the Client Experience
orion advisor academy course
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Event

Learning the Fundamentals - Annual Orion Update
Webinar
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