Orion Resources

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

Advisor Tech

Whitepaper

Beyond the Client Portal: Redefine the Client Experience
Advisors working on devices
1 min read
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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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CE Credit: 1 Hour

Course

Powerful Personalization for Every Investor
Orion Custom Indexing Advisor Helping Client
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CE Credit: 1 Hour

Course

Annuities 101: How and When to Use Commission-Free Annuities in a Financial Plan presented by DPL Financial Partners
commission free annuities
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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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Advisor Tech

Event

Leveraging Redtail’s Workflow Library
Opperational Efficiency
1 hour duration
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CE Credit: 1 Hour

Course

The Psychology of Concentrated Wealth
Orion Advisor Explaining Concentrated Stock Position
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CE Credit: 1 Hour +

Course

Ethics for CFP Professionals
CFP professional
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Advisor Tech

Event

Streamlined and Tax-Intelligent Rebalancing at Scale with Pontera and Orion Eclipse
1828
45 min duration
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CE Credit: 1 Hour +

Course

Behavioral Finance
Behavioral finance
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