Orion Resources

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

Role

CE Credit: 1 Hour

Course

Communicating With Empathy
communicating with empathy with clients
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Advisor Tech

Event

Hear from a Peer How the Orion Advantage Stack is Creating Big Wins
Opperational Efficiency
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Wealth Management

Video

Whatever Your Why: Blake Street
Financial Advisor and Client
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Wealth Management

Event

Master the 351 ETF Exchange
Wealth Management
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Advisor Tech

Event

Optimizing Portfolio Construction in OPS
Wealth Management
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Advisor Tech

Event

Enhance Your Trading with Orion's Options Tool
Opperational Efficiency
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Advisor Tech

Event

Using Data to Power Growth: Catchlight and Redtail Integration
Wealth Management
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Advisor Tech

Event

Redtail Early Access – See and Help Shape the Future of Redtail
Opperational Efficiency
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Advisor Tech

Event

Fuel Growth Faster: How to Elevate AUM, Wallet Share, and Client Loyalty
Opperational Efficiency
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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

Behavioral Alpha: An Advisor's Greatest Value
behavioral finance advisor
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Wealth Management

Event

What's Hot at OPS | October 2023
Wealth Management
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