Orion

?? "We are oriented completely around the advisors and the enterprises that serve them, and if they've made choices about the CRM that they're using or the financial planning system that they're using or how they want to capture and utilize their data, we need to meet them." — Natalie Wolfsen, Chief Executive Officer Don't miss this exclusive interview with Natalie and WealthManagement.com's Diana Britton on how integrations, analytics, and measured innovation are key to her vision for Orion.

Looking to finish up your CE requirements before the end of the year? We are bringing you 1 hour of CFP, RMA, CPWA, and CIMA credit this month with Dr. Daniel Crosby's "Communicating with Empathy" course. Register for the October 23rd webinar here: https://bit.ly/3ZT1hyE

Want to know how storytelling can transform your business? Don't miss the latest episode of Natalie Wolfsen and Brian McLaughlin's The Fuse Show with Stacy Havener, Founder of Havener Capital Partners and host of the Billion Dollar Backstory podcast. Together, they discuss how #financialadvisors can use the power of storytelling to fuel growth. ?? You’ll learn: ?? Why storytelling connects clients to more than just numbers. ?? How advisors can use their personal stories to stand out in a competitive market. ?? Practical examples of how differentiating your business can lead to major growth. Listen now to discover how to connect with clients in a whole new way: https://bit.ly/3Bzy0P8

?? It's football season. Just like top athletes will look for any edge to win, financial advisors are constantly seeking ways to boost their clients' portfolios. The difference? For athletes, performance-enhancing substances are illegal. But with Orion Custom Indexing, you can take advantage of the potential performance enhancement delivered through regular tax loss harvesting and personalized portfolios to bring a competitive edge to your practice. Ready to level up your game? https://lnkd.in/ghnxChmx

?? Looking to boost both client acquisition and retention? Orion OCIO provides clients with the tools and personalized support they need to stand out in a competitive market. From prospecting to long-term client relationships, OCIO's services are designed to help firms grow faster and smarter. Don’t just take our word for it — our clients are seeing real results! Ready to elevate your practice? Click below to learn more. https://lnkd.in/greJxtnq ____________________ Orion has not compensated Cooper Hitt of Fiat Wealth Management specifically or directly for this testimonial but they could from time to time receive gifts or entertainment as part of our normal business relationship or their firm may participate in marketing or administration support agreements with Orion. None of these occurrences are in place in order to compensate Cooper Hitt or Fiat Wealth Management for the supplied statement.

?? Ready to become an Orion or Redtail power user? Don’t miss out on the chance to get hands-on training near you at Align U Dallas on November 12-13. Spots are filling up. Grab yours now! https://bit.ly/4dNxCLn

?? What do you think will drive the markets this week? Last week’s strong labor data and ongoing geopolitical tensions kept investors on edge. This week, key inflation updates and the start of Q3 earnings season could shape market movements. What do you think will have the biggest impact? Share your thoughts??

?? This week on Standard Deviations Daniel Crosby, Ph.D. is joined by Greg Davies, Head of Behavioral Finance at Oxford Risk. Greg specializes in applied behavioral finance, decision science, impact investing, and financial well-being. ?? Tune in to hear: ?? Relative to all the other behavioral experts out there, what stands out about Greg and his work? How did he arrive at this unique point of emphasis? ??How has Behavioral Finance come full circle in recent years? ??What have been the biggest shifts in Behavioral Finance in the past decade? Also, how does he anticipate it might change in the decade to come? ??What can Behavioral Finance teach us about risk and how widely implemented are these learnings in the field today? ??How does Greg think about the problem of multiple risk preferences within a household? ??What is Greg’s understanding of the role of emotion in financial decision making? When is it useful and when is it not? ??Where does Greg see Behavioral Science intersecting with AI as we move forward in finance? ?? Listen here or wherever you get your podcasts: https://lnkd.in/gVhhZi8W

Is the upcoming U.S. Presidential Election causing your clients financial stress? Join Benjamin Rizzuto, CFP?, CRPS? of Janus Henderson Investors and Daniel Crosby, Ph.D. of Orion as they explore how markets have historically reacted to elections and discuss strategies for helping clients navigate these uncertain times with data and behavioral coaching. ?? Date: October 17, 2024 ?? Time: 12 PM (CST) Earn 1 hour of CFP & IWI CE credit by attending live! ?? https://bit.ly/4ds2FLG

?? Did you know that frequent tax loss harvesting could potentially add years of distribution to your clients’ retirement income? By capturing losses more often, you can potentially generate greater tax savings and reinvest those savings back into your clients’ portfolios, enhancing long-term growth. But how often is enough? After you've voted, visit below to learn more! ?? https://lnkd.in/gMcqhidj