🚀The Flywheel 7.12.24: Win Your Clients Over with a Great First Impression

[Orion Logo] 7.12.2024 The Flywheel [Proposal Process]( SOLUTION Ready to streamline your proposal process? Simplifying your proposal procedure can significantly contribute to creating a positive initial impact and improving your client experience right from the beginning. We invite you to watch our mini-webinar (less than 15 minutes long) to learn more about proposal generation via Orion and then download a proposal sample to imagine what having this technology at your fingertips will do for your practice. [Watch Now]( [ALIGN U 2024]( EVENT Don’t let this journey get started without you! Seats are still available for Align University in Philadelphia! There are still seats available for the next launch of Align University in Philadelphia on August 20 & 21. Don’t miss your chance to join our ALIGN U crew of trainers to learn how you can use Redtail, Orion, or both 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. Feedback from ALIGN U Chicago event in June - Great way to cover a lot of topics in a fast paced environment. Consultation room is always a highlight of my takeaways — Ann Shadle - This was a great event! The trainers were lively and energetic and quite funny. 10/10. — Grace Boney Don't miss this opportunity to enhance your expertise and connect with peers. Sign up for the ALIGN U Philadelphia event today and take your practice to new heights! We look forward to seeing you at ALIGN U! 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 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 biggest obstacles to Emerging Markets investing and what might be some potential catalysts for Emerging Markets to have sustained outperformance? [Learn More (E244) ->]( [Person profile picture] Tim Holland, CFA Chief Investment Officer, OCIO 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 Streamline your back-office through household-level rebalancing, send trade orders directly to custodians, and take quick action on tax-loss harvesting opportunities, out-of-tolerance portfolios, or cash needs. [Learn How ->]( [Commission-free annuities]( ON-DEMAND WEBINAR Annuities 101: How and When to Use Commission-Free Annuities in a Financial Plan Today’s retirement realities make it challenging for advisors who rely on traditional strategies to deliver income security and the peace of mind it brings to clients. Knowing when and how to leverage commission-free annuity solutions can improve financial outcomes for your clients, and help grow your practice by delivering a differentiated, holistic client experience. Join us to learn: - The types of commission-free annuities currently available to fiduciary advisors - How to match client needs with annuity product types and what to compare when evaluating options - How to manage and bill on commission-free annuity products to grow your practice [Register Now]( [Crack the Case]( WEBINAR Secret Messages Unveiled: Navigating SEC's Texting Terrain 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 1 of our 4-part webinar series, explore the covert world of off-channel communications and uncover the secrets behind SEC fines related to texting. Through real-life case studies, learn how to crack the case on unauthorized communications and fortify your compliance defenses. [Register Now]( [RTU 2024]( EVENT Kansas City Redtail University LIVE: Where Discovery Meets Innovation Redtail University is preparing for blast off in Kansas City 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]( [Redtail CRM questions answered]( 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]( [AI and Automation Summit]( EVENT AI & Automation Summit Join Craig Iskowitz and seven industry leaders for an exclusive summit showcasing cutting-edge AI solutions tailored for financial advisors. Discover how to streamline operations, enhance client relationships, and drive growth with seven pioneering technologies. Orion’s Director of Brand Experience, Rick Williamson, will be one of the featured panelists for this event. Grab your spot today, as seats are limited. [Register Now]( [Orion Compliance]( ON-DEMAND PARTNER WEBINAR How Top Advisors Generate 50-200+ Leads Per Month Discover how 3 advisors generate 50-200+ monthly leads in Snappy Kraken’s newest on-demand webinar. They are sharing the exact methods they are using to generate results and you’ll see firsthand: ✅ How they consistently fill their pipeline with fresh leads, 24/7 ✅ The follow-up systems used to convert leads into booked appointments, clients, and significant AUM growth ✅ The highest converting traffic sources for lead gen in 2024 (and the ones to avoid at all costs) [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] July’s Lesson Plan at Orion Advisor Academy Our courses are on-demand so you can learn at your own pace and schedule. And with new courses added regularly, you'll always have fresh, relevant content to dive into. Here are some new courses available in July: BeFi at the Reins: Money in Motion Across the Lifecycle Elevate the Client Experience Philanthropy 101 Make Yourself Indispensable [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 | 1723-OPS-7/12/2024 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}. 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