🚀The Flywheel 10.18.24: Find Your Match With Tailored Ascent Agendas!

[Orion Logo] 10.18.2024 The Flywheel [Manage Subscription]( [Ascent Agendas]( EVENT 😍 Find Your Match: Tailored Ascent Agendas! Ascent 2025 Hyatt Regency Orlando February 3 – February 6, 2025 • Orlando, FL At Ascent 2025, we want you to go all in on choosing your own adventure when it comes to learning, growing, and maximizing your experience. You have unique goals, interests, and needs for your business and we’re here to help you find the sessions that are the most impactful and actionable for your role — as well as to help you meet the people you can learn from and make meaningful, lasting connections with. We’re excited to announce our 2024 tailored agendas featuring handpicked sessions by role, designed to streamline your planning and boost your Ascent experience. Whether you’re looking to up your portfolio construction game, craft an absolutely next-level client experience, or deep dive into the Orion and Redtail technology suites to streamline efficiency, we’ve done the legwork to create an agenda that matches your needs. [Explore All Tailored Agendas]( [AlignU Dallas]( EVENT Align University in Dallas is Just Around the Corner. Register Today! There are still a few 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 How can those nearing retirement overcome the tendency to have knee jerk responses to major negative market events? [Find Out (E305) ->]( [Person profile picture] Rusty Vanneman, CMT, CFA, BFA Chief Investment Strategist When might the stock market broaden out a bit and what are some of the potential catalysts for this shift? [Find Out (E258) ->]( [Person profile picture] Tim Holland, CFA Chief Investment Officer For financial advisors guiding clients through these uncertain times, re-visiting the 2020 U.S. election offers a good reminder of how politics and investing intersect. [Read More ->]( [Person profile picture] Nikki Sweet Vice President, Product Design As your RIA firm grows, so do the complexities of managing larger portfolios and executing trades efficiently. There are tips to help you scale seamlessly. [Learn More ->]( [3 Strategies for Tax-Efficient Giving]( ON-DEMAND WEBINAR 3 Strategies for Tax-Efficient Giving Looking to help high-net-worth clients make a greater impact with year-end charitable giving? Check out our on-demand webinar, "3 Strategies for Tax-Efficient Giving," and discover how pairing donor-advised funds (DAFs) with Orion Custom Indexing and other strategies can support your clients' tax strategies and help their overall financial plans. Watch when it works for you and unlock actionable insights! [Watch Now]( [Snappy Kraken]( WEBINAR The Psychology of Marketing in Volatile Times The future is uncertain, and in the coming weeks and months, markets are bound to fluctuate. This volatility creates anxiety for your clients and prospects, making them question their financial security and future. By understanding the psychology behind financial decisions and leveraging behavioral finance content, you can guide your clients through these turbulent times, reassuring them and helping them make informed choices. Join Dr. Daniel Crosby, Chief Behavioral Officer at Orion, and Robert Sofia, CEO at Snappy Kraken, for this live webinar. Discover how behavioral finance content can position you as a steady, reliable leader—no matter how uncertain the markets may be. [Register Now]( [RTU 2024]( EVENT Redtail University is in Phoenix, AZ next week 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, 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]( [Taxes should be simpler. Tax-efficient strategies with BlackRock]( WEBINAR Taxes should be simpler. Tax-efficient strategies with BlackRock Don't overcomplicate taxes! Taxes should be simpler. Join Daniel Prince, U.S. Head of iShares Product Consulting at BlackRock, as he discusses tax-efficient strategies that could help to lower 2024 tax bills and optimize after-tax returns potential for clients. This webinar will provide actionable insights on: - Employing a timeless, after-tax approach to portfolio construction that can help set your practice apart. - Implementing tax loss harvesting techniques to help reduce clients' tax burdens. - Utilizing BlackRock’s Tax Evaluator tool to seek to avoid capital gains distributions. Whether you're looking to improve your current tax planning strategies or add new services to your offering, this session can help you find tax-efficient strategies for your clients and your practice. [Register Now]( [The Fuse Show]( PODCAST 🌱 The Fuse Show: Growth Through Storytelling How do you tell your story to clients? Don’t miss the latest episode of Orion’s The Fuse Show, hosted by Natalie Wolfsen and Brian McLaughlin, on how storytelling can transform your business and drive growth. [Listen Now]( [Brinker - Capital Group ETF Models]( WEBINAR Introducing Brinker – Capital Group ETF Models Orion is launching a model suite featuring 100% Capital Group ETFs, available exclusively on Orion platforms, offering actively managed portfolios designed to help advisors meet their clients’ financial goals. In this insightful session, our panel will delve into the Models, highlighting: - Dynamic asset allocation approach - Decades of successful active management - Accessibility of institutional money management Don’t miss this opportunity to learn how these portfolios constructed with actively-managed ETFs leverage our experience to meet your evolving needs. [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] How to Invest Like an Institution After auditing more than 12,000 retail investor portfolios, the Orion OCIO team has found that retail investors too often ignore or are ignorant of the rules that successful investors always follow — including hyper-diversification, using active strategies with high active share, and embracing Separately Managed Accounts. Join Tim Holland, Chief Investment Officer, in this interactive session that goes beyond sharing the best practices adhered to by the world’s largest, most sophisticated advisor — providing the narrative OCIO advisors use to educate prospective clients about the right way to invest and inquire as to whether the prospective client’s current advisor and portfolio follow or violate the key tenets of institutional investing. You’ll walk away with an institutional approach to investing that could serve not only as the foundation for better investment outcomes for your clients, but make those clients and their portfolios less susceptible to being poached away, and make your conversations with prospective clients more compelling — and more successful. 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 | 2678-OPS-10/17/2024 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](. 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