Orion Resources

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

Role

Advisor Tech

Event

Reclaim 15+ Hours Weekly with Al-Powered Notetaking & Automation for Redtail
Event
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Behavioral Finance

Event

Introducing Brinker – Capital Group ETF Models
Wealth Management
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CE Credit: 1 Hour

Course

How to Invest Like an Institution
advisor and client
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Advisor Tech

Event

Unlocking the Power of Redtail Opportunities—Turn Plain Data Into Actionable Dashboards
Opperational Efficiency
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Advisor Tech

Event

From CRM to Conversation Intelligence: The Redtail + Zocks Advantage
Opperational Efficiency
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Advisor Tech

Event

Eclipse Equivalents, Alternates, and Exclusions: A Breakdown
Opperational Efficiency
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Wealth Management

Event

What's Hot at OPS | February 2024
Wealth Management
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Wealth Management

Event

Features of The OPS Portal: Financial Planning, BeFi & More
Wealth Management
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Advisor Tech

Event

From Bland to Grand: Transforming Your Brand Presence for Business Growth
Wealth Management
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