🚀The Flywheel 6.27.24: Unlocking the Power of Redtail CRM and More

[Orion Logo] 6.27.2024 The Flywheel [Power user panel]( WEBINAR Power User Panel: Unlocking the Power of Redtail CRM This interactive forum tackles your most challenging Redtail questions. Get expert guidance from Redtail specialists and fellow power users on advanced features, workflow optimization, and best practices. [Register Now]( [Orion Compliance]( COMPLIANCE Orion Compliance — Now Available as a Standalone Offering! Orion Compliance is now offered as a standalone product, providing businesses of all sizes with the tools they need to meet SEC requirements. Whether you're a small startup or a large firm, Orion Compliance helps you stay compliant while focusing on growing your business and serving your clients better. [Learn 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 is the role of power in our decision making process, and how can it confound our best efforts? [Find Out (E293) ->]( [Person profile picture] Rusty Vanneman, CMT, CFA, BFA Chief Investment Officer, Wealth Management What are some of the most popular use cases for Custom Indexing that Bill Wostoupal, EVP of OCIO at Orion, is seeing right now? [Learn More (E242) ->]( [Person profile picture] Tim Holland, CFA Chief Investment Officer, OCIO Manage tax-efficient, personalized portfolios at scale through the only tech-enabled solution that gives you proposal generation, trading and reporting in one place. [Learn More ->]( [Person profile picture] Nikki Sweet Vice President, Product Design Explore the Four Stages of the Fiduciary Flywheel and learn how technology can be your strategic partner in achieving the ideal equilibrium between growth and personalization at each crucial stage. [Learn How ->]( [Integrated technology]( WEBINAR Total Integration, Total Control: Master Your Business with Orion Are you ready to elevate your business to new heights? Join us for an exclusive webinar where we’ll unveil the unparalleled flexibility and transformative potential of Orion’s integrated technology solutions. What You’ll Learn: In this session, Jeff Kliewer, Senior Product Manager, will guide you through the dynamic features of Orion and demonstrate how to craft an integrated technology strategy tailored for your business. [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]( [Redtail CRM - Orion integration]( WEBINAR Elevate Advisor and Client Experience Optimize your decision-making process with robust performance reporting directly from the contact record in the Redtail CRM. Say goodbye to juggling between different applications to gain insights into your clients’ world and address key inquiries. With the Orion integration enabled, you can effortlessly access all the necessary information without leaving the CRM client screen. - Detailed Performance Reporting - View Activity Summaries - Allocation Reports - Comprehensive Financial Plan Reviews - Risk Analysis [Register Now]( [Stop the Swivel]( WHITEPAPER Stop The Swivel: Reducing Friction in the Advisor Tech Stack So RIAs Can Finally Scale Wealth Management Have you become a "Swivel Chair Advisor"? If you are constantly switching between multiple systems, re-entering data, and copying and pasting information in order to complete a task or workflow, then the answer is yes. Dive deep into how you can harness fully-featured technology platforms to achieve a seamless, integrated experience. [Learn More]( [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. [Sign Up Now]( [OAA icon] Standard Deviations Podcast Episode: Women and Money We are back with another Standard Deviations podcast episode, offering CE. In this episode Dr. Crosby is joined by Lindsey Lewis. Lindsey Lewis has built a career around women and money. She not only helps women take charge of their finances as a Chartered Financial Consultant® (ChFC®) and CFP® Professional, but she also stands as a champion for diverse women in the financial services industry in her role as director and chair of the American College Center for Women in Financial Services, a premier Center of Excellence focused on research and advocacy within The American College of Financial Services. Lewis spearheads the Women Working in Wealth® social media channels, podcasts and exclusive events. Because of her efforts, Lewis has been honored with 2021’s Investment News 40 Under 40 list and recognized as the recipient of Excell Represents Rising Star Woman in Wealth Management. She also volunteers with $AVVY Ladies, which is a pro-bono financial planning nonprofit, and holds two degrees from Utah Valley University: Personal Financial Planning and MBA. As a reminder, you must watch/listen to the podcast through the Orion Advisor Academy to receive your CE credit. 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 | 1618-OPS-6/27/2024 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.