🚀The Flywheel 5.16.24: Fuel For Your Firm's Growth

[Orion Logo] 5.16.2024 The Flywheel [Align U — Chicago]( EVENT Align University LIVE — Chicago — June 25-26, 2024 Align U is a new live training and education event designed to comprehensively explore the technology offerings from Orion and Redtail. This event is tailored to equip you with the necessary tools and strategies to enhance your client relationships and service. To customize your learning experience, we've created unique agendas catering to various needs. Attendees can opt for specialized one-or-two-day sessions focused on either Redtail or Orion technologies, or choose a two-day session that combines insights from both for a comprehensive overview. [Learn More]( [What are your compliance challenges?]( ORION COMPLIANCE The Regulatory Environment Isn’t Getting Simpler Cybersecurity, crypto, ESG, new marketing rules — there’s always something novel on the horizon. If you’re in need of assistance with your compliance program, we encourage you to explore what is offered by the compliance consultants we partner with to see how they can help you with the specific compliance challenges you face. [Find Out More]( 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 are the 4 most common emotional reactions to uncertainty? [Find Out (E288) ->]( [Person profile picture] Rusty Vanneman, CMT, CFA, BFA Chief Investment Officer, Wealth Management What are the potential odds that Stagflation actually occurs? [Learn More (E236) ->]( [Person profile picture] Tim Holland, CFA Chief Investment Officer, OCIO Get custom, professionally designed portfolios for every one of your clients following our tried-and-true methodology — without lifting a finger. [Get Started ->]( [Person profile picture] Nikki Sweet Vice President, Product Design Access the financial planning tools you need to strengthen the advisor-client relationship, increase your growth potential, and demonstrate your unique value. [Learn More ->]( [Client Portal]( ON-DEMAND WEBINAR The Ultimate Guide to Building an Investor Portal That Wows Unlock the secrets to client satisfaction and success in this on-demand 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. [Watch Now]( [AI opportunities]( ARTICLE Be the Indiana Jones of Your Own AI Adventure Humans have a tendency to let fear take the wheel when it comes to the adoption of new technology. But if we open our minds to the incredible possibilities that exist with AI, we may be able to change the world in positive ways we never before imagined. Brian McLaughlin, President of Orion Advisor Tech, considers the opportunities for those advisors embracing the adventures now opening up in front of us in this recent piece at Financial Planning. (Requires subscription to read) [Read Now]( [Client meeting]( WEBINAR Beyond The Welcome Mat: Transforming Your Client Onboarding Join us for a dynamic webinar addressing one of the top frustrations for both financial advisors and their clients: the client onboarding process. Are you struggling to manage the process effectively while keeping clients engaged and motivated? Do you find yourself grappling with the delicate balance between firm management and client satisfaction? In this engaging session led by Cameo Roberson, a seasoned practice management pro, Fractional COO, and Business Strategist with over 15 years of RIA experience, you'll gain invaluable insights into navigating the complexities of client onboarding. [Register Now]( [The Fuse Show]( PODCAST This Week on The Fuse Show: The Impact of Generative AI Join Natalie Wolfsen, Orion CEO, and Brian McLaughlin, President of Advisor Tech, in the latest compelling episode of Orion’s The Fuse Show. This week, they’re talking with Jason Pereira of Woodgate Financial about the impact of generative AI on financial advisors — and how they can best implement AI-powered tools in their practice. And after you’ve listened to this week’s episode, be sure to subscribe and tune in throughout the rest of the year as Natalie and Brian take over The Fuse Show. You won’t want to miss it as they continue exploring groundbreaking ideas impacting our industry — 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. 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]( 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] The Growing Influence of AI in the Industry & How Advisors Can Use It Exciting News! The first of multiple breakout sessions from Orion Ascent 2024 is now available in the Orion Advisor Academy for FREE! And the first one is a big one! The man, the myth, the legend, Rick Williamson is sharing his passion for AI, specifically ChatGPT, along with how advisors can use it to their advantage. Not only does this course qualify for CE, but you'll learn some fascinating ways, along with some ground rules, for using this new technology. Get access to this course and more in Orion Advisor Academy — our free, digital, and mobile-friendly online learning platform to start earning Continuing Education credits at your pace and on your schedule. 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 | 1214-OPS-5/16/2024 Orion Portfolio Solutions, LLC (“OPS”), an Orion Company, is a registered investment advisor. Custom Indexing offered through Orion Portfolio Solutions. Outsourced Chief Investment Officer (OCIO) services offered by TownSquare Capital, LLC (“TSC”), an Orion Company. TSC is a registered investment advisor. Redtail CRM is offered through Redtail Technology, Inc. (“Redtail”). Redtail, OPS and TSC are affiliated companies through their parent company Orion Advisor Solutions, Inc (“Orion”). For financial professional use only. Not intended for public distribution. [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.