🚀The Flywheel 8.08.24: Ascent 2025 is Now Open for Registration

[Orion Logo] 8.08.2024 The Flywheel [Manage Subscription]( [Ascent Registration]( EVENT ⚡ Ascent 2025 is Now Open for Registration: Early Bird Promotion Ascent 2025 Hyatt Regency Orlando February 3 – February 6, 2025 • Orlando, FL This is not a drill — registration for Ascent 2025 is officially open! Plus, we’re thrilled to announce an exclusive, limited-time offer: register before August 30th and use discount code ASCENT2025 to receive $400 off registration! We’ve got 120+ industry leaders and top advisors sharing their knowledge across topics like client experience, portfolio optimization, investment strategies and trends, behavioral finance, practice management, operational efficiency, the Orion and Redtail technology suites, and so much more — all packed with crucial tips and actionable strategies on how to go all in on growing your business. Use Code ASCENT2025 to save $400 on your Early Bird registration today! [Register Now]( [ALIGN U 2024]( EVENT Last Call: Secure your Seat for ALIGN U Philly! As we prepare to launch Align University in Philadelphia, we want to ensure you don't miss out! 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. Join us at the Philadelphia Marriott Downtown August 20 & 21 for an out-out-this-world event. Questions? Reach out to events@orion.com. [Register Now]( 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 How should we think about the “presidential election cycle pattern” as a forecasting tool? Does it have much merit and how is it playing out so far in 2024? [Find Out (E299) ->]( [Person profile picture] Rusty Vanneman, CMT, CFA, BFA Chief Investment Officer, Wealth Management What are the top 3 things that matter, and that don’t matter, for investors in the back half of 2024? [Learn More (E248) ->]( [Person profile picture] Tim Holland, CFA Chief Investment Officer, OCIO Advisors today face a competitive landscape with increasing client expectations. Learn how outsourcing investment management empowers you to focus on delivering exceptional client service while meeting the highly personalized needs of today’s investors. [Learn How ->]( [Person profile picture] Nikki Sweet Vice President, Product Design By understanding and implementing tax loss harvesting, you can turn market downturns into opportunities for tax savings and enhanced returns. This strategic approach not only mitigates losses but also sets the stage for long-term financial success. [Learn More ->]( [Orion Risk Intelligence Free Trial]( RISK INTELLIGENCE Ditch the Old-School Approach To Risk Start risk conversations off right with next-level business intelligence, risk analytics, and economic research to help you guide each client toward investment strategies that work for them — regardless of what’s happening in the world. [Free Trial]( [Crack the Case]( WEBINAR Marketing Mysteries Exposed: Inside SEC's Enforcement Universe Embark on a thrilling investigative journey with our exclusive webinar series, "Crack the Case: Inside Stories of SEC Fines," featuring Ian Meiksins, the President and Co-founder of Key Bridge Compliance. Join us as we unravel the mysteries behind the Securities and Exchange Commission's (SEC) enforcement actions and shed light on the hidden truths lurking within regulatory violations. In Part 3 of our 4-part webinar series, decrypt the complexities of marketing rule violations and expose the truth behind recent SEC fines. Crack the case on creating compliant marketing materials and avoid the pitfalls that lead to enforcement action. [Register Now]( [Redtail CRM templates]( EVENT Kansas City Redtail University LIVE: Where Discovery Meets Innovation Redtail University is preparing for blast off in Kansas City, KS on September 24! Join our Redtail Training team for a full day to learn how Redtail CRM can help you fly successful missions in discovering ways to build deeper, more fulfilling client relationships by better understanding the tools at your disposal and the ways to implement them as well as strategize around them. Seats are limited on this spaceship and often sell out quickly, but every event will have a waiting list available to join as seats may open up at any time. What is Redtail University? Learning the ins and outs of your CRM is one of the most valuable investments of time an office can make. Our various Redtail University events give you the chance to learn the best ways to use one of the most essential tools in your office using case studies, real-world application, fun activities, and face time with Redtail Trainers and Staff. Learn more at the RTU website [here](. Questions? Reach out to events@orion.com. [Register Now]( [Practice Management Takeover]( WEBINAR Practice Management Takeover: Everyone Needs a Little Help From Time to Time As small business owners, financial planners, and wealth advisors, it's easy to get caught up in the client-facing aspects of the business. Throughout this webinar, Jason Nachreiner, Owner / President of Ridgetop Consulting, will share experiences and strategies for managing the business side of things more effectively. Three key topics that will be explored during the session: - Staying Organized and Efficient - Leveraging Technology - Defining and Achieving Success [Register Now]( [The Fuse Show: The Need for a Data Revolution]( PODCAST ⚡ The Need for a Data Revolution Don’t miss the latest episode of Orion’s The Fuse Show (hosted by CEO Natalie Wolfsen and President of Advisor Tech Brian McLaughlin), on one of the biggest challenges facing our industry: our big, huge, giant data problem — and the urgent need to solve it to meet the growing demands of our clients and investors. [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. [Sign Up Now]( [OAA icon] Navigating the Market, Economic, and Policy Implications of the 2024 Election As the election inches closer, we’re here to help you navigate conversations with your clients. Watch Orion OCIO’s Chief Investment Officer, Tim Holland, CFA®ï¸ engage in a dynamic conversation with Steve Pavlick, Head of Policy Research at Renaissance Macro Research, on the upcoming election and what it might mean for the US stock market and economy, in our new CE course. 1 Hour CFP® CE [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 | 2007-OPS-8/8/2024 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. Access to the services presented is provided solely as a service to financial advisors. Orion Risk Intelligence does not make recommendations or determine the suitability of any security or strategy. Past performance of a security or strategy does not guarantee future results. Orion Risk Intelligence research and tools are provided for informational purposes only. While the information is deemed reliable, Orion Risk Intelligence 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.