Orion Resources

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

Event

New User Series - Enhancing Client Engagement
Event
View Event

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
View Course

CE Credit: 1 Hour

Course

All is Mind: The Unexpected Role of Psychology in Life's Successes and Failures
Psychology of Human Behavior
View Course

CE Credit: 1 Hour

Course

5 Questions to Ask Your Business Owner Clients and Prospects
Questions to ask a business owner
View Course

CE Credit: 1 Hour

Course

Understanding the Life of a Business Owner
understanding the mindset of a business owner
View Course

CE Credit: 1 Hour

Course

Applied Behavioral Finance
Advisor-client relationship
View Course

CE Credit: 1 Hour +

Course

Behavioral Finance
Behavioral finance
View Course

Advisor Tech

Event

Critical Client Facts at Your Fingertips With Intulse + Redtail
Opperational Efficiency
View Event

CE Credit: 1 Hour

Course

How to Invest Like an Institution
advisor and client
View Course

Get Started Today

Request a Demo