🚀The Flywheel 9.19.24: Never Been to Ascent? Save $250

[Orion Logo] 9.19.2024 The Flywheel [Manage Subscription]( [Ascent Registration]( EVENT First time at Ascent? 🤩 Save $250 Ascent 2025 Hyatt Regency Orlando February 3 – February 6, 2025 • Orlando, FL Never been to [Ascent]( and still on the fence? Now's your moment to go all in! For a limited time (through Thursday, 10/31), first-time attendees can save $250 on their registration. Use code FIRSTASCENT and secure your spot before the offer expires! Join us at Ascent 2025, where over 1,500 industry leaders and top advisors will gather. 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. [Learn More / Register]( 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 a couple of fundamental dos and don’ts of putting together a successful sabbatical? [Find Out (E302) ->]( [Person profile picture] Rusty Vanneman, CMT, CFA, BFA Chief Investment Strategist What steps can be taken to encourage more people of color to pursue careers in wealth management? [Find Out (E254) ->]( [Person profile picture] Tim Holland, CFA Chief Investment Officer Are you ready to elevate your practice and attract high-net-worth (HNW) clients? Discover how savvy advisors are leveraging advanced tax planning and investment management strategies to stand out in a competitive market. [Download Whitepaper ->]( [Person profile picture] Nikki Sweet Vice President, Product Design Regulation 9 imposes rigorous standards on how banks and trusts manage their fiduciary duties. As financial institutions strive to meet these stringent requirements, technology has emerged as a transformative force, reshaping how compliance is managed and executed. [Learn More ->]( [Behavioral Alpha]( WEBINAR Behavioral Alpha: An Advisor's Greatest Value No relationship is more meaningful than between an advisor and client. You’re often the first person they contact with major questions, life events, and plans. Clients look to advisors for meaningful (and consequential) advice. Are you making the most of this relationship? Join Dr. Daniel Crosby, Chief Behavioral Officer at Orion Advisor Solutions for a discussion on the value financial advisors bring to the wealth management process. You will leave with tangible tools for more meaningful conversations that can help keep clients invested, regardless of what the market throws their way - strengthening the advisor-client relationship through conversations centered around outcomes. By attending this webinar you will receive 1 hour of continuing education credit for CFP, RMA, CPWA, and CIMA charter holders. [Register Now]( [Redtail University]( WEBINAR Redtail University is Coming to Phoenix, AZ on October 22! 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]( [Redtail CRM shared calendaring]( WEBINAR Redtail Essentials: Calendar Is your office struggling with missed tasks or overlooked appointments? It may be time to streamline your team’s workflow. A shared calendar can be the key to ensuring everyone is on the same page. Join us to learn how a centralized calendar system can help your team stay organized, improve task collaboration, and ensure nothing falls through the cracks. Discover how to easily view team schedules and assign calendar items, boosting efficiency and keeping your office running smoothly. [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]( [Annual review process webinar]( WEBINAR Automate Your Annual Review Scheduling with GReminders Join us to explore how GReminders can redefine your annual review process. Discover the power of their client automation tool designed to streamline and automate your annual reviews, saving you time and enhancing efficiency. We’ll also dive into GReminders’ new AI Notetaker tool, which assists in meeting follow-up tasks and administrative duties. Learn how to leverage this innovative tool to generate comprehensive meeting summaries, actionable items, and detailed transcripts, ensuring nothing falls through the cracks. Don’t miss this opportunity to enhance your workflow and provide exceptional client service with GReminders. Register now to secure your spot! [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. [Sign Up Now]( [OAA icon] Profitable Purpose Through ProBono Practice Pro bono financial planning helps improve financial literacy and well-being, fostering community support and empowerment. The CFP Board recently announced a resolution advocating for financial planners to commit 20 hours a year to the provision of Pro Bono. Why? This course examines the value of pro bono work in terms of both profit and purpose, exploring how it simultaneously expands professional competencies and elevates our tradition of providing critical services. 1 Hour CFP®, CIMA®, CPWA®, RMA® [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]( [Privacy Policy]( [Manage Subscription]( [View in Browser]( 2024 Orion Advisor Solutions | 2419-OPS-9/19/2024 OCIO services offered through TownSquare Capital, LLC, an Orion Company, a Registered Investment Advisor. 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