Orion Resources

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

Course

Behavioral Finance Tools
Behavioral Finance
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Advisor Tech

Event

AI Notes to Client Action: DataDasher Transforms Redtail Into a Proactive Client Engagement Engine
Opperational Efficiency
1 hour duration
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CE Credit: 1 Hour

Course

The Mind and the Market 2024
Financial decision making
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Advisor Tech

Event

The Donor’s Mindset: Behavioral Science Behind Charitable Giving
Befi
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CE Credit: 1 Hour

Course

Perspectives on Market Volatility
How to Talk to Clients About Market Volatility
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CE Credit: 1 Hour

Course

Understanding the Life of a Business Owner
understanding the mindset of a business owner
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CE Credit: 1 Hour

Course

Communicating With Empathy
communicating with empathy with clients
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Advisor Tech

Event

From Meetings to Client Intelligence: Real-Time AI Insights for Smarter Client Conversations
Event
1 hour duration
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CE Credit: 1 Hour

Course

All is Mind: The Unexpected Role of Psychology in Life's Successes and Failures
Psychology of Human Behavior
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CE Credit: 1 Hour

Course

How to Invest Like an Institution
advisor and client
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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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