🚀The Flywheel 5.30.24: Fuel For Your Firm's Growth

[Orion Logo] 5.30.2024 The Flywheel [ALIGN U 2024]( EVENT ALIGN U 2024 Suit up astronauts and prepare to see if you’ve got the right stuff, because an all-new live training event is here. Align University (or simply, ALIGN U) is entering into orbit with a cross-country, in-person event, and in its debut year, we’re taking our attendees to the cosmos by celebrating the beauty of space, where, just like with Orion and Redtail, discovery meets innovation. ALIGN U is here to highlight your favorite explorers amongst the stars — be it Neil Armstrong, Sally Ride, or James T. Kirk — and get you and your office crew ready for liftoff by training you on all the tools and strategies that financial professionals need to take their client relationships and service into the stratosphere, reaching new heights you can’t dream of! [Learn More]( [OCIO Portfolio Audit]( ORION OCIO Win More Business With a Free Portfolio Audit Imagine having a powerful, detailed analysis of your prospect's portfolio at your fingertips. Orion's OCIO team is here to provide you with that edge, offering insights that uncover hidden opportunities and identify critical issues. Don't miss this chance to gain a competitive advantage and impress your clients. Sign up now for a free OCIO Portfolio Audit and discover how our services can propel your firm's growth. [Get Your Audit 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 What are some of the first things that will be taken off advisors' plates by AI and what processes will remain firmly human-first? [Find Out (E289) ->]( [Person profile picture] Rusty Vanneman, CMT, CFA, BFA Chief Investment Officer, Wealth Management What are some potential catalysts that might encourage Small Caps to start regularly outperforming? [Learn More (E238) ->]( [Person profile picture] Tim Holland, CFA Chief Investment Officer, OCIO Streamline trade operations with an experienced team to help you with every step. [Learn More ->]( [Person profile picture] Nikki Sweet Vice President, Product Design Tap into powerful portfolio accounting software designed to save you time, scale your back-office processes, and ultimately spur growth. [Learn More ->]( [Annuity and insurance products]( PARTNER Differentiate your firm and offering with modern, commission-free annuity and insurance solutions. As clients have come to expect more holistic and personalized advice, annuities and insurance are critical tools in a fiduciary advisor’s toolkit. Now, it’s easy to discover, fulfill, manage, and report on a wide range of fee-based solutions directly from your Orion Advisor Technology platform. Deliver greater client value and grow AUM with Orion + DPL. [Learn More]( [Report Builder]( ON_DEMAND WEBINAR Building Custom Reports with The Report Builder Learn how to create and customize reports your clients will love with Orion’s powerful Report Builder! You’ll learn how to leverage pre-built Report Templates to run reports right away, or as a foundation from which to build out your custom reports. This beginner-friendly webinar will guide you through the process of creating a custom report from scratch, including how to incorporate sub-reports and a table of contents. You’ll also discover how to design a custom cover page and apply report themes to personalize your document. [Watch Now]( [Virtual event]( VIRTUAL EVENT Attend the goRIA Virtual Summit June 13 Orion CEO Natalie Wolfsen joins Chuck Failla, Founder & CEO of Sovereign Financial Group, for a fireside chat about how to succeed in the RIA space. Register for free at the link below: [Register Now]( [New integration with Jump]( NEW INTEGRATION Jump Integration with Redtail CRM Jump is the Advisor AI Assistant used by RIA and BD teams to cut meeting admin time while elevating client and advisor experience by putting meeting notes, tasks, and compliance logs on AI autopilot. Jump turns remote, in-person meetings, or dictated voice memos into CRM-ready meeting notes in your custom style. Jump also creates and assigns tasks and drafts follow-up emails based on each unique client meeting. Notes and tasks are ready to go within moments after a meeting — with a simple review, you can sync them into CRMs like Redtail with a click. [Learn More]( [2024 Wealthtech Survey]( WEBINAR 2024 Survey Results: The State of WealthTech We surveyed 500+ advisors about their technology usage, and the results are eye-opening. Spend 45 minutes with us as we walk through the survey results, covering: Top advisor pain points 2024 outlook and top opportunities for growth Where advisors are spending their time Plus, what we are doing at Orion to help with these pain points. The survey results will be available to download in a PDF format during the webinar. Get an understanding of where your peers are at so you can set your game plan for 2024 and beyond. [Register 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. 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] Orion Advisor Academy: Free Courses For Your Whole Business Orion Advisor Academy provides practical education in the four pillars of our Fiduciary Flywheel: Prospect, Plan, Invest, and Achieve. Unite financial know-how and psychological principles to provide the support clients crave. [Enroll Today]( [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 | 1342-OPS-5/28/2024 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](. 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