Orion Resources

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

Topic

CE Credit: 1 Hour +

Course

Ethics for CFP Professionals
CFP professional
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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

Rev Up Your Advisory Practice with Orion Stacks: Exclusive Q&A with a Growth-Focused Firm
Opperational Efficiency
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Advisor Tech

Video

Whatever Your Why: Todd Nuttall
Orion advisor explaining financial plan
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CE Credit: 1 Hour +

Course

Behavioral Finance
Behavioral finance
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Event

Not Your Average Custom Indexing: Win New Clients with Next Gen Tech + Service
Business Growth
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Advisor Tech

Event

Exclusive Webinar: Can’t-Miss Insights and Takeaways from Creative Planning COO
Opperational Efficiency
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Wealth Management

Event

Unlocking Exclusive Opportunities: Introducing the Elite Advisor Network
Wealth Management
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Course

Behavioral Finance Tools
Behavioral Finance
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Advisor Tech

Event

Mastering Orion’s Client Portal: Elevate Your Client Experience
Opperational Efficiency
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Advisor Tech

Event

Automate Your Annual Review Scheduling with GReminders
Opperational Efficiency
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CE Credit: 1 Hour

Course

The Mind and the Market 2024
Financial decision making
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