[Orion Logo] 6.13.2024 The Flywheel [Quarter End]( PODCAST ð Streamline Your Quarter End Processes Watch our Quarter End Dashboard in action and learn how to streamline your process in this Hidden Gems episode of The Fuse Show. Note: this tool can also be used on a monthly basis if that is how your office is set up. [Watch Now]( INDUSTRY INSIGHTS ð§ Mind, ð Market, âÂÂ︠Machine 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 Why do advisors who offer texting as a communication option get 400% more opt-ins? [Find Out (E290) ->]( [Person profile picture] Rusty Vanneman, CMT, CFA, BFA Chief Investment Officer, Wealth Management What is the argument for growth stocks at the current moment? [Learn More (E240) ->]( [Person profile picture] Tim Holland, CFA Chief Investment Officer, OCIO Grow your business with exceptional wealth experiences for high-net-worth investors. [Learn More ->]( [Person profile picture] Nikki Sweet Vice President, Product Design How to tax loss harvest: turning a negative into a positive for investors. [Learn How ->]( [Orion Billing]( WEBINAR Reinventing Advisor Workflows: Discover Orionâs New Billing Enhancements This session will reveal how Orion's enhanced billing and reporting systems can unlock efficiency gains of over 35%*, significantly reducing the time you spend on operational tasks. Key Highlights: - Efficiency Gains and Impact: Learn how the newly introduced tools have streamlined processes, reducing manual efforts by 38% in bill generation alone, with future projections looking even more promising.
- Digital Tools Overview: Explore the Bill Generation Wizard, Organized Fee Schedules, Cash Flow Automation, and the Billing Compare Toolâeach designed to minimize the administrative burden and enhance the client service experience.
- New Grid Controller: We've revamped the grid controller, allowing you to use filters, grouping, and pinning with the same intuitive ease as navigating Excel. Plus, you can now perform multi-selections for any column across different pages.
- Future Enhancements Preview: Get a sneak peek into the upcoming features like the modern visual dashboard, audit history tracking, and post payments, which are set to elevate the user experience further. [Register Now]( [Report Builder]( WEBINAR Creating and Customizing Sub-Reports with the Sub-Report Builder In this webinar aimed at users already familiar with the basics of building reports with Orion's Report Builder, you'll learn how to go even deeper and customize and create Sub-Reports with the Sub-Report Builder! You'll learn how to make small changes to Sub-Reports, such as adding additional performance periods to a table-based sub-report, how to apply filters and modifiers, and how to leverage the Simple Table Editor functionality of the Sub-Report Builder to create new table-based Sub-Reports easily! [Register Now]( [event]( EVENT Join Us for ALIGN U: Your Premier Orion and Redtail Training Event Get ready for ALIGN U, a brand-new live training event designed to elevate your skills with Redtail and Orion Advisor Technology. This cross-country, in-person event will provide financial professionals with the tools and strategies needed to enhance client relationships and service. Who is ALIGN U For? ALIGN U is perfect for financial professionals looking to maximize their use of Redtail and Orion products. The event offers one-day and two-day sessions to dive deep into Planet Redtail, Planet Orion, or a combined Best of Both Worlds experience. Attendees will benefit from hands-on workshops, the latest updates, peer learning, and one-on-one consultations. Choose Your Training Path - Planet Redtail: Opt for a one-day or two-day adventure. Day One features Redtail University with Implement and Strategy tracks, while Day Two covers tools like Redtail Speak, Redtail Imaging, and strategic discussions on workflows and calendar syncing.
- Planet Orion: Choose between one-day and two-day missions. Day One offers Deep Dive Workshops on popular Orion features, and Day Two is perfect for newcomers with Orion 101, covering core components like data maintenance, reporting, and billing.
- Best of Both Worlds: This two-day adventure includes a full day of Redtail University and a full day of Orion 101, providing a comprehensive overview of both platforms. Don't miss this opportunity to enhance your expertise and connect with peers. Sign up for an ALIGN U event today and take your practice to new heights! Visit [( for more details and registration. We look forward to seeing you at ALIGN U! [Learn More]( [Unlocking scalability]( WEBINAR Unlocking Scalability: Internal Marketing Strategies for Financial Planners Maintaining personalized client connections can be challenging as firms grow. This webinar will explore "internal marketing" strategies to help you nurture and elevate existing client relationships. Learn how to: - Implement scalable client touchpoints and communication.
- Offer personalized educational resources.
- Foster deeper client connections, trust, and loyalty. Through case studies and actionable tactics, discover how internal marketing can streamline client interactions, allowing you to scale your firm while delivering exceptional, personalized experiences. [Register Now]( [Manage Risk]( WHITEPAPER Managing Risk with a Multi-Manager Implementation Risk â itâs an inescapable aspect of life and of financial markets. However, risk avoidance is not a viable option. Our focus is on constructing optimal multi-manager portfolios that harness the potential of skilled active managers while mitigating the risks associated with the use of active management. Download our free whitepaper and discover the benefits of our multi-manager approach: - Enhanced Returns: Tap into the expertise of multiple managers for long-term success.
- Managed Risk: Reduce volatility and emotional stress with thoughtful risk allocation.
- Behavioral Alignment: Bridge the "behavior gap" with a smoother, more disciplined investment experience. [Download 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, Orionâs 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 â sign up for free right now. [Sign Up Now](
[OAA icon] BeFi at the Reins:
Money in Motion Across the Lifespan Next up on the docket of CE credit sessions from Orion Ascent 2024 is Dr. Naomi Winâs BeFi at the Reins: Money in Motion Across the Lifespan session. Equip yourself with essential BeFi techniques, making you invaluable to your client across their lifespan. Whether harnessing youthful confidence, addressing middle-age risk aversion, or instructing the importance of legacy plans, this presentation will provide actionable insights to help you understand and adapt to your clientsâ evolving financial priorities at every age and stage of life. [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 firmâs 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 | 1494-OPS-6/13/2024 Orion Portfolio Solutions, LLC (âOPSâ), 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 (âTSCâ), an Orion Company. TSC is a registered investment advisor. Redtail CRM is offered through Redtail Technology, Inc. (âRedtailâ). Redtail, OPS and TSC are affiliated companies through their parent company Orion Advisor Solutions, Inc (âOrionâ). For financial professional use only. Not intended for public distribution. *Source: Orion as of 2024. Efficiency gains were measured by assessing the number of clicks required to reach a specific outcome in the enhanced product compared to the initial version. [Manage]( your preferences | [Opt out]( using TrueRemoveÂŽ
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