🚀The Flywheel 9.06.24: All In at Ascent 2025

[Orion Logo] 9.06.2024 The Flywheel [Manage Subscription]( [Ascent Registration]( EVENT All In at Ascent 2025 Ascent 2025 Hyatt Regency Orlando February 3 – February 6, 2025 • Orlando, FL In today's rapidly evolving financial landscape, looking toward the future has never been more challenging. With mounting expectations from clients, increasing regulatory demands, and fast-moving changes in technology, the stakes are higher than ever for financial advisors and the firms that support them. But you're not alone. You're already all in for your business — it's time to join forces with your advisor community. Join us at Ascent 2025, where over 1,500 industry leaders and top advisors will come together to tackle these challenges head-on. Experience in-depth sessions, hear compelling success stories from advisors like you, gain actionable insights, and come home to your community — to connect, spur growth, and most importantly, have a blast. We’re all in. Are you? [Register Now]( [AlignU Dallas]( EVENT Don’t let this journey get started without you! Seats are still available for Align University in Dallas! There are still seats available for the next launch of Align University in Dallas on November 12-13. 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 solutions. 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 Philadelphia 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 Dallas 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. [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 Why is having a contentious Congress potentially not that bad? [Find Out (E299) ->]( [Person profile picture] Rusty Vanneman, CMT, CFA, BFA Chief Investment Strategist What are the basic pros and cons of utilizing annuities? [Find Out (E252) ->]( [Person profile picture] Tim Holland, CFA Chief Investment Officer What are five things clients should know about markets and elections? [Read Here ->]( [Person profile picture] Nikki Sweet Vice President, Product Design How can you generate a more complete understanding of a client’s risk tolerance and goals? [Learn How ->]( [Orion Custom Indexing free consultation]( CUSTOM INDEXING Tailored Tax Strategies for High-Net-Worth Clients High-net-worth clients expect more from their investments — they seek a personalized, tax-efficient approach that not only preserves their wealth but also helps it flourish. 🌱 Learn how you can weed out the competition and build more fruitful relationships with your HNW clients (and prospects). [Request your FREE consultation now!]( [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]( [Kansas City RTU]( 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]( [Jump AI - Redtail integration]( WEBINAR How Jump’s AI Helps Redtail Users Save 10-15 Hours Per Week Jump is saving advisors 10-15 hours of administrative work per week by using AI to automate repetitive administrative tasks like notetaking, sifting through data from previous client calls and notes to prepare for meetings, writing follow-up emails, and generating task lists. Jump’s deep integration with Redtail means that post-meeting data entry can be done in minutes, and Redtail’s deep knowledge of clients and advisors’ interactions with them is more accessible than ever before for meeting preparation and client service. [Register Now]( [Buzzwords or Gamechangers? Debating Industry Trends]( PODCAST 🔮 Buzzwords or Gamechangers? Debating Industry Trends 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 today’s industry headlines are true game-changers… or just hype. What’s your take? Listen now to find out! [Listen Now]( [Practice Management webinar]( WEBINAR Streamline Practice Management with Orion + DPL Join DPL Financial Partners, Orion and Credent Wealth Management to learn how you can leverage Orion + DPL to help deliver better client outcomes, grow your firm, and streamline practice management with fee-based insurance solutions. [Register Now]( [Orion at Upcoming FutureProof Festival]( EVENT Orion at Upcoming Future Proof Festival Future Proof 2024 is right around the corner, September 15-18, in Huntington Beach, California. Orion CEO Natalie Wolfsen and Chief Behavioral Officer Dr. Daniel Crosby will both be featured speakers at the event. We hope to see you there! [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]( [Latest Product Enhancements]( 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 | 2291-OPS-9/6/2024 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. Information contained herein is not intended to constitute accounting, legal, tax, security, or investment advice, nor an opinion regarding the appropriateness of any investment, nor a solicitation of any type. Brinker Capital does not render tax, accounting, or legal advice. 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. Orion Behavioral Finance ("Orion BeFi") is the branding name of various tools and services related to behavioral finance offered by Orion Advisor Solutions, Inc. and its subsidiaries. Orion BeFi tools are crafted to help investors and their financial advisors integrate behavioral psychology research into their investment decisions. Orion BeFi tools and services do not provide investment advice. [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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