🚀The Flywheel 10.03.24: Have You Visited Orion's 2024 Election Microsite?

[Orion Logo] 10.03.2024 The Flywheel [Manage Subscription]( [Ascent Registration]( EVENT Registered Yet for Ascent 2025? Don’t Miss Your Opportunity! Ascent 2025 Hyatt Regency Orlando February 3 – February 6, 2025 • Orlando, FL If you're looking to enhance your practice, connect with like-minded peers, and get ahead of the curve on the latest in our industry, you're not alone. You're already all in for your business — it's time to join forces with your advisor community. Visit the Ascent 2025 website to learn more and register today! [Register Now]( [AlignU Dallas]( EVENT Don’t Miss Out! Align University in Dallas is Still Open for Registration! 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. 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 Which president was the best money manager and which was the worst and what can we learn from their examples? [Find Out (E303) ->]( [Person profile picture] Rusty Vanneman, CMT, CFA, BFA Chief Investment Strategist What are some recommendations for people who are interested in becoming due diligence analysts? [Find Out (E256) ->]( [Person profile picture] Tim Holland, CFA Chief Investment Officer As election season heats up, many long-term investors naturally wonder which candidate will be better for stock market returns in the years ahead. [Read More ->]( [Person profile picture] Nikki Sweet Vice President, Product Design Choosing a compliance solution that anticipates AI’s impact on financial regulation is crucial. [Learn More ->]( [BeFi Suite of Tools]( ON-DEMAND WEBINAR Orion’s Behavioral Finance Suite of Tools Today’s investors expect more than a transaction; they want a relationship. Orion Behavioral Finance encompasses evidence-backed education, tools, and technology developed by our Chief Behavioral Officer, Dr. Daniel Crosby and his team, designed for you to better understand your clients, build a better relationship with them, and ultimately grow your business. Meet our BeFi team, and our tools, with our new, on-demand webinar. Learn more about Protect, Live, Dream, 3D Risk Profile, BeFi20, and PulseCheck, plus see them in action, all in one place. Then, once you’ve finished the webinar, head to Orion Planning and start putting the tools into action. [Watch Now]( [Risk 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]( [Risk Free Trial]( EVENT 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]( [take your Redtail to the next level with systems, workflows and technology]( WEBINAR How to take your Redtail to the next level with systems, workflows and technology Join this Practice Management Takeover with Kate Guillen, Founder and Head of Strategy at Simplicity Operations Management, to discover how to streamline your processes, enhance client service delivery, and gain clear visibility into your practice operations by leveraging your CRM as the operational hub of your practice. What You'll Learn: - How to eliminate redundant tasks and workflows - Strategies for improving client service delivery - Techniques for gaining better visibility into your practice operations Don't miss this opportunity to turn your challenges into growth and efficiency. Register now to secure your spot and take the first step towards a more organized and proactive practice. [Register Now]( [Election Microsite]( MICROSITE Have You Visited Orion's 2024 Election Microsite? Discover key insights on the 2024 presidential election. Equip yourself to provide strategic guidance and help investors make confident, informed decisions. [Visit Now]( [Portfolio Audit, Queries, and Reporting]( WEBINAR Orion New User Series: Portfolio Audit, Queries, and Reporting Jumpstart your journey with Orion by joining our New User Essentials webinar series. Perfect for new users and those looking to refresh their skills, these sessions provide a strong foundation for navigating the platform, managing portfolios, and enhancing client engagement. Attend our focused, 50-minute webinars to learn essential skills to help you get the most out of Orion. Each session concludes with a 10-minute Q&A to address your questions and ensure you’re set up for success. In our Portfolio Audit + Queries & Reporting webinar on October 10, you’ll gain foundational training on Portfolio Audit and learn how to generate reports for internal use and clients. [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] Misunderstood and Unconvinced: How to Successfully Engage Female Investors, presented by Janus Henderson Investments The growing number of women seeking financial advice will most likely end up receiving it from a male financial professional. But are advisors prepared to engage and retain these female investors as clients? During this presentation, advisors will learn: - The importance of understanding how to engage female investors - The impact of gender bias on selecting a financial professional - Strategies to empower female clients to take control of their financial security 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 | 2545-OPS-10/3/2024 Orion Portfolio Solutions, LLC d/b/a Brinker Capital Investments 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. 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. 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. [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.