Orion Resources

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

Advisor Tech

Event

Eclipse Equivalents, Alternates, and Exclusions: A Breakdown
Opperational Efficiency
1 hour duration

Wealth Management

Video

Whatever Your Why: Rob Beck
Smiling Financial Advisor

CE Credit: 1 Hour

Course

BeFi at the Reins: Money in Motion Across the Lifespan
Behavioral Finance

CE Credit: 1 Hour

Course

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

Advisor Tech

Event

Streamlined and Tax-Intelligent Rebalancing at Scale with Pontera and Orion Eclipse
1828
45 min duration

Advisor Tech

Event

Introducing a New AI Meeting Experience Directly Inside Redtail
Event

Advisor Tech

Event

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

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

Advisor Tech

Case Study

ORION SUMMIT EXPERIENCE CASE STUDY
Discussion

CE Credit: 1 Hour +

Course

Behavioral Finance
Behavioral finance

CE Credit: 1 Hour

Course

Philanthropy 101
Orion advisors looking at a laptop

CE Credit: 1 Hour

Course

Science of Influence
advisor influencing clients

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