Orion

⚡️ "We are oriented completely around the advisors and the enterprises that serve them, and if they've made choices about the CRM that they're using or the financial planning system that they're using or how they want to capture and utilize their data, we need to meet them." — Natalie Wolfsen, Chief Executive Officer Don't miss this exclusive interview with Natalie and WealthManagement.com's Diana Britton on how integrations, analytics, and measured innovation are key to her vision for Orion.

Forging strategic partnerships between technology providers and industry experts is transforming how advisors serve their clients. In the latest episode of Advisor Revelations, our CEO Natalie Wolfsen discussed withDPL Financial Partners CEO David Lau how these collaborations empower advisors to optimize workflows, enhance client engagement and deliver meaningful, customized financial advice. Key highlights from the conversation include: 📌 Natalie's career trajectory and her role at Orion 📌 The significance of personalization in financial advice 📌 Simplifying the investment process 📌 Insights on behavioral finance and client engagement 📌 Building long-term client relationships Listen in as they delve into how technology is reshaping the wealth management ecosystem!💡 https://bit.ly/3BC535n #WealthManagement #ClientEngagement AdvisorSuccess #Innovation

🎙️ This week on Standard Deviations Daniel Crosby, Ph.D. is joined by Michael Finke, professor of wealth management and Frank M. Engle Distinguished Chair in Economic Security at The American College of Financial Services. ➡️ From Michael’s vantage point, what did he observe during this recent market downturn? ➡️ How can those nearing retirement overcome the tendency to have knee jerk responses to major negative market events? ➡️ How can we better inoculate people against volatility before it happens? ➡️ During a significant financial downturn is it more effective for advisors to be proactively counseling their clients or should they wait for their clients to make the first move? ➡️ Why is mean reversion such a powerful force, particularly in US markets in recent years? ➡️ What has Michael’s research taught him about tracking and how has it refined the more popular, simplistinc conception of tracking? 🎧 Listen now: https://lnkd.in/dk3Npxj3

Our latest Orion Advisor Academy course is brought to you by none other than our Chief Investment Officer, Timothy Holland, CFA! In this course, you'll learn top tips from Tim on How to Invest Like an Institution, while also earning CE credits. Get access to this course and more in #OrionAdvisorAcademy — our free, digital, and mobile-friendly online learning platform to start earning #CE in a 🫰. 😊 Enroll today! https://bit.ly/3MWTyrM

Looking to finish up your CE requirements before the end of the year? We are bringing you 1 hour of CFP, RMA, CPWA, and CIMA credit this month with Dr. Daniel Crosby's "Communicating with Empathy" course. Register for the October 23rd webinar here: https://bit.ly/3ZT1hyE

Want to know how storytelling can transform your business? Don't miss the latest episode of Natalie Wolfsen and Brian McLaughlin's The Fuse Show with Stacy Havener, Founder of Havener Capital Partners and host of the Billion Dollar Backstory podcast. Together, they discuss how #financialadvisors can use the power of storytelling to fuel growth. 🚀 You’ll learn: 📖 Why storytelling connects clients to more than just numbers. 💡 How advisors can use their personal stories to stand out in a competitive market. 😍 Practical examples of how differentiating your business can lead to major growth. Listen now to discover how to connect with clients in a whole new way: https://bit.ly/3Bzy0P8

🏈 It's football season. Just like top athletes will look for any edge to win, financial advisors are constantly seeking ways to boost their clients' portfolios. The difference? For athletes, performance-enhancing substances are illegal. But with Orion Custom Indexing, you can take advantage of the potential performance enhancement delivered through regular tax loss harvesting and personalized portfolios to bring a competitive edge to your practice. Ready to level up your game? https://lnkd.in/ghnxChmx

🚀 Looking to boost both client acquisition and retention? Orion OCIO provides clients with the tools and personalized support they need to stand out in a competitive market. From prospecting to long-term client relationships, OCIO's services are designed to help firms grow faster and smarter. Don’t just take our word for it — our clients are seeing real results! Ready to elevate your practice? Click below to learn more. https://lnkd.in/greJxtnq ____________________ Orion has not compensated Cooper Hitt of Fiat Wealth Management specifically or directly for this testimonial but they could from time to time receive gifts or entertainment as part of our normal business relationship or their firm may participate in marketing or administration support agreements with Orion. None of these occurrences are in place in order to compensate Cooper Hitt or Fiat Wealth Management for the supplied statement.

🚀 Ready to become an Orion or Redtail power user? Don’t miss out on the chance to get hands-on training near you at Align U Dallas on November 12-13. Spots are filling up. Grab yours now! https://bit.ly/4dNxCLn

🌍 What do you think will drive the markets this week? Last week’s strong labor data and ongoing geopolitical tensions kept investors on edge. This week, key inflation updates and the start of Q3 earnings season could shape market movements. What do you think will have the biggest impact? Share your thoughts👇