🚀The Flywheel 8.23.24: Save $400 on Ascent 2025 before time runs out!

[Orion Logo] 8.23.2024 The Flywheel [Manage Subscription]( [Ascent Registration]( EVENT Save $400 on Ascent 2025 before time runs out! Ascent 2025 Hyatt Regency Orlando February 3 – February 6, 2025 • Orlando, FL Psst ... it's time to make moves. Registration for Ascent 2025 recently opened, and time to snag our limited time-only $400 off promotion is running out! 👀 If you’ve been eyeing tickets, don’t miss your chance to get our best offer yet — available to those who register before August 30, 2024. Use Code ASCENT2025 to save $400 on your Early Bird registration today! [Register Now]( [Election Microsite]( MICROSITE Orion's 2024 Election Microsite is Live! Orion is pleased to stand up its 2024 Election Microsite, our repository of proprietary and third-party content — economic, market, political and behavioral in nature — that seeks to put the upcoming election in context, speak to its impact on the economy and risk assets and provide strategies for keeping appropriately separate our nation’s very challenged political discourse and its still sound economic outlook. [Visit the Site]( 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 the psychological complexities of “The Great Wealth Transfer” that are often overlooked in standard industry discussions? [Find Out (E300) ->]( [Person profile picture] Rusty Vanneman, CMT, CFA, BFA Chief Investment Officer, Wealth Management If we do get higher interest rates, how would this impact longer duration growth companies? [Find Out (E250) ->]( [Person profile picture] Tim Holland, CFA Chief Investment Officer, OCIO Interested in tips to help you traverse the tumult of this election year when talking with your clients? [Access Now ->]( [Person profile picture] Nikki Sweet Vice President, Product Design As regulations become more stringent and client expectations evolve, the need for specialized roles within broker-dealer firms has never been more critical. [Learn More ->]( [Custom Indexing Resources]( CUSTOM INDEXING 🌾 Why wait for the end of the year to reap the rewards? Help cultivate a stronger portfolio for your clients with year-round tax loss harvesting. The additional tax alpha you help generate could add up to a more bountiful yield in retirement! Ready to harvest the benefits? 🌟 [Request your FREE consultation now!]( [Crack the Case]( WEBINAR AI Adventures: Exploring the Future of SEC Compliance 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 4 of our 4-part webinar series, peer into the future of AI compliance and unlock the mysteries surrounding SEC fines in this emerging field. Crack the case on AI-related regulatory challenges and equip yourself with the knowledge needed to navigate the evolving landscape. [Register Now]( [RTU 2024]( EVENT Redtail University is Coming to Kansas City on September 24! Join our Redtail Training team for a full day of learning how Redtail CRM can help you build deeper client relationships and optimize your practice. Seats are limited and often sell out quickly, but a waiting list is available. What is Redtail University? Redtail University offers a valuable opportunity to master your CRM through real-world applications, case studies, and hands-on training with our professional team of Redtail Trainers and Staff. Learn more at the RTU website [here](. Questions? Reach out to events@orion.com. [Register Now]( [Mobile Assistant + Redtail]( WEBINAR Mobile Assistant + Redtail: Template-Driven Customer Engagement Workflow for Teams Learn how template-driven capture of client interactions can be replicated across teams, driving efficiency and accelerating scalability with your practice. [Register Now]( [Innovation in Alternatives: Are We in the Golden Age? ]( PODCAST 🚀 Innovation in Alternatives: Are We in the Golden Age? 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 whether or not we’ve entered the “golden age” of alternative investments — including what that means for you, your clients, and the industry as a whole. [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] FEATURED COURSE: 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. Presented by DPL Financial Partners. 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 | 2161-OPS-8/22/2024 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.