🚀The Flywheel 4.18.24: Fuel For Your Firm's Growth

[Orion Logo] 4.18.2024 The Flywheel [Client Portal]( WEBINAR The Ultimate Guide to Building an Investor Portal That Wows Unlock the secrets to client satisfaction and success in our upcoming webinar, "5 Ways to Wow Investors with Client Portal." Led by Brian Morgan CFP, Product Director – Financial Planning, this session dives deep into how Orion's Client Portal revolutionizes your client interactions. Discover how to harness the full potential of your client-facing technology to tailor every touchpoint to your clients' needs. From streamlining processes to delivering unparalleled customization at every stage, you'll learn how to elevate your client experience effortlessly. Don't miss out on this opportunity to engage, inspire, and equip yourself with the tools you need to exceed client expectations consistently. Join us and embark on a journey toward delivering exceptional client experiences, backed by the technology you need to thrive. [Register Now]( [Get Exam-Ready!]( ORION COMPLIANCE Elevate Your Compliance Game with Orion: Your Key to Always Being Exam-Ready Imagine having all your compliance tasks managed from one streamlined dashboard, personalized for every client, and geared towards simplifying, standardizing, and ultimately, growing your business. With Orion Compliance, this vision becomes a reality. Ready to take your compliance game to the next level? Click below to explore Orion Compliance and discover how we can help you always be exam-ready. [Click Here to Get Exam-Ready]( INDUSTRY INSIGHTS 🧠Mind, 📈 Market, ⚙️ Machine Get up-to-date market insights, discover how to leverage BeFi for investor guidance, and delve into cutting-edge technology to empower clients in reaching their financial milestones. [Person profile picture] Dr. Daniel Crosby Chief Behavioral Officer What can we do to attract more women to financial services when we know they are so well suited for the field? [Find Out (E285) ->]( [Person profile picture] Rusty Vanneman, CMT, CFA, BFA Chief Investment Officer, Wealth Management What are some of the latest trends and developments shaping the ETF market and which areas of the ETF market are experiencing the highest growth? [Learn More (E231) ->]( [Person profile picture] Tim Holland, CFA Chief Investment Officer, OCIO After auditing more than 5,000 investment accounts, we’ve identified seven key rules retail investors consistently neglect — and institutional investors always follow. [Learn More ->]( [Person profile picture] Nikki Sweet Vice President, Product Design Enlist the help of our subject matter experts in billing, reporting, onboarding, and account or data maintenance so you can focus on what you do best: building relationships that grow your business. [Learn More ->]( [Wealthtech Survey]( SURVEY Advisors Are Optimistic for Continued Growth in 2024 Some key findings from our 2024 Advisor WealthTech Survey: - Advisors have seen strong growth in the past 3 years and expect this trend to continue in 2024. 90% expect your firm to grow in 2024. - Growth will be primarily fueled by generational wealth transfer and two investor segments (high-net-worth and baby boomers) - Behavioral finance is another key area to drive growth, with further adoption expected to strengthen client relationships and trust. [Read More]( [Pulse Check]( ON-DEMAND WEBINAR Introducing PulseCheck: Our Newest BeFi Tool to Match Investor Behavior with Their Goals If you’re worried you might’ve missed out on everything at this year’s Orion Ascent, we’ve got some good news: you can still get an exclusive look at our new BeFi tool, PulseCheck! After all of the amazing feedback we received from attendees after launching at Orion Ascent in March, we decided to stand up another deep-dive demo of our newest addition to Orion's suite of BeFi tools. You’ll walk away with insights into how this cutting-edge tech seamlessly integrates monitoring and analysis of crucial wellness factors, offering a comprehensive understanding of your client's overall life satisfaction — and, from there, their satisfaction with their financial goals. [Watch Now]( [Maximize client reviews with Redtail CRM]( WEBINAR Leveraging Redtail CRM Features to Maximize Client Reviews — Practice Management Takeover with Stephanie Dannebaum Explore effective methods, essential strategies, and hands-on advice for utilizing workflows, activities, notes, reports, and additional CRM functionalities to enhance your client review process. [Register Now]( [The Fuse Show]( PODCAST Reintroducing: The Fuse Show Join Natalie Wolfsen, Orion CEO, and Brian McLaughlin, President of Advisor Tech, in this special takeover season of Orion’s The Fuse Show, where they’ll share compelling stories of innovation across the industry — including a few of their own. Along with a seriously awesome roster of inspiring guests, they’ll explore groundbreaking ideas — from fintech’s need for a data revolution, to how investors are demanding more from you than ever and how you can deliver, to how your tech stack can help you create raving fans out of your clients, to so much more. Tune in for actionable tips, tricks, strategies, and thought-provoking ideas from across our industry (and outside of it). Together, we’ll light the fuse for your growth! [Listen Now]( [Latest Product Enhancements]( RELEASE NOTES Latest Product Enhancements For our full Release Notes and Knowledge Articles, go to Orion Connect and open the Orion Support App. Check out the latest Orion Tech Release Note Highlights at the link below: [Release Note Highlights]( [Better with BeFi]( NEWSLETTER Better With BeFi Direct from Dr. Daniel Crosby, Orion’s Chief Behavioral Officer, get your monthly dose of thought-provoking BeFi insights, questions, and quotes to help enhance your approach as an advisor. Each month, the Better With BeFi newsletter goes out to advisors eager to leverage the power of behavioral finance in their practice. Here's what you'll receive each month: - 5 Thoughts: Brief, actionable insights rooted in the latest behavioral finance research and Dr. Crosby's experiences. - 2 Questions: Thought-provoking questions designed to challenge your thinking and refine your practice. - 1 Quote: A piece of wisdom to inspire and motivate you as you navigate the complexities of our industry. Don't wait — sign up for free right now. [Sign Up Now]( [OAA icon] Introduction to Blockchain and Digital Assets presented by Digital Assets Council of Financial Professionals This video series is for financial advisors who are directly working with clients. You will learn the fundamentals of blockchain & digital assets including how to integrate crypto into your practice management. Learn to speak confidently about crypto and gain more clients and AUM while fulfilling your fiduciary obligations. Learning Objectives: 1. Basics of blockchain and digital assets 2. Web3 and DeFi 3. Crypto investment thesis 4. Understanding how to incorporate crypto into their practice What You Get: 1 Hour CFP®, CIMA®, CPWA®, RMA® [Enroll Today]( [Start Course]( [Download the Android App]( [Download the Apple App]( Power Growth with Orion Schedule your demo today to learn how our integrated suite of fully connected, disruptive technology and open architecture investment solutions can fuel your firm’s growth. [Request a Demo]( [Orion Logo] Grow your firm with technology and investments that scale with you. [Orion Instagram logo]( [Orion Facebook logo]( [Orion Twitter logo]( [Orion LinkedIn logo]( 2024 Orion Advisor Solutions | 0956-OPS-4/18/2024 OCIO services offered through TownSquare Capital, LLC, an Orion Company, a Registered Investment Advisor. TownSquare Capital, LLC, is an affiliated company of Orion Portfolio Solutions, LLC Custom Indexing offered through Orion Portfolio Solutions, LLC a registered investment advisor. For financial professional use only. Not intended for public distribution. Orion Portfolio Solutions, LLC d/b/a Brinker Capital Investments a registered investment advisor. Access to the Orion Compare tool (“Orion Compare”) is made available solely to customers of Orion Advisor Technology, LLC (“Orion”). Orion Compare does not make recommendations or determine the suitability of any security or strategy nor does past performance of a security or strategy guarantee future results. With respect to the data and information made available within Orion Compare, Orion does not guarantee its accuracy, completeness, or suitability for any purpose, and makes no warranties with respect to the results to be obtained from its use. [Manage]( your preferences | [Opt out]( using TrueRemove® Got this as a forward? [Sign up]( to receive our future emails. View this email [online](. [3131 Fite Cir Sacramento, CA | 95827-1801 United States](#) This email was sent to {EMAIL}. Continue receiving our emails, add us to your address book.