Orion Resources

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

Topic

CE Credit: 1 Hour

Course

Delivering Value Throughout the Client Lifecycle Course Page
orion advisor academy course
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CE Credit: 1 Hour

Course

Communicating With Empathy
communicating with empathy with clients
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Advisor Tech

Case Study

ORION SUMMIT EXPERIENCE CASE STUDY
finance case study
Read Story

CE Credit: 1 Hour

Course

5 Questions to Ask Your Business Owner Clients and Prospects
Questions to ask a business owner
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CE Credit: 1 Hour

Course

Make Yourself Indispensable
Behavioral finance techniques
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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

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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Advisor Tech

Video

Whatever Your Why: Todd Nuttall
Orion advisor explaining financial plan
Watch Video

CE Credit: 1 Hour

Course

Behavioral Alpha: An Advisor's Greatest Value
behavioral finance advisor
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CE Credit: 1 Hour +

Course

Ethics for CFP Professionals
CFP professional
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CE Credit: 1 Hour +

Course

Behavioral Finance
Behavioral finance
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