Category: Events

16
Jul

Schwab SOLUTIONS Is Coming to a City Near You — Don’t Miss Out

Orion is sponsoring 12 Schwab SOLUTIONS events in 12 cities across the country. Don’t miss your chance to learn critical ways you can use technology to improve your business.

The post Schwab SOLUTIONS Is Coming to a City Near You — Don’t Miss Out appeared first on Orion Advisor Services.

31
May

What You’ve Missed at Ascent 2019 So Far

So far, Ascent 2019 On the Road has taken the Orion team of Subject Matter Experts to Atlanta, Georgia, Scottsdale, Arizona, and Chicago, Illinois. All three events were filled with eye-opening tech training, invaluable networking opportunities, and one-on-one consultations! While Ascent 2019 is just getting started, we wanted to take some time to say “thank you” to all of our clients and prospects who helped make these first events a big success. Here are some of the highlights of our events to date: Atlanta Ascent 2019 started off with a bang at our inaugural event in Atlanta where we partnered with Redtail. 100+ clients and prospect joined us as we looked back at how our longstanding relationship with Redtail has helped advisors streamline their practices and allowed them to focus on client experience. Attendees were inspired by the keynote session given by Terry Jones, founder of Travelocity.com, chairman of Kayak.com, and Chief Information Officer at American Airlines/Sabre. Jones reflected on his extensive experience to show advisors how to build a culture of innovation and how to do more with less. The first day of Ascent ended with an unforgettable tour of Atlanta’s state-of-the-art Mercedes Benz Stadium. Attendees enjoyed a photo...

The post What You’ve Missed at Ascent 2019 So Far appeared first on Orion Advisor Services.

09
May

ICYMI: Howard Tullman Talks Innovation, Storytelling, and Robots at Ascent 2019

In his stirring keynote address at Orion’s Chicago Ascent 2019 conference, Howard Tullman gave attendees a compelling call to action: Change is here. Act now or get left behind.

The post ICYMI: Howard Tullman Talks Innovation, Storytelling, and Robots at Ascent 2019 appeared first on Orion Advisor Services.

15
Mar

Let Orion Take the Luck Out of Vetting Your New Advisor Tech

In all of the hustle and bustle of the holiday season, let Orion’s holiday wish list make shopping for your business simple this year!

The post Let Orion Take the Luck Out of Vetting Your New Advisor Tech appeared first on Orion Advisor Services.

14
Feb

Innovate on the Fundamental’s at Ascent 2019 On the Road

This year, we’re innovating our game plan, joining forces with our amazing integration partners and bringing Ascent 2019, our renowned user conference to a city near you! Check out everything you can expect from this year's events all geared towards helping advisors — both existing platform users and those looking to leverage new technology — learn how to “Innovate on the Fundamentals.”

The post Innovate on the Fundamental’s at Ascent 2019 On the Road appeared first on Orion Advisor Services.

07
Sep

Ascent 2018 Day 2 Recap: Alligators, Speed Boats, and Gangsta’s Paradise

Day 2 of Ascent 2018 featured even more training sessions and powerful keynote speakers, but we also found a way to weave in some fun with client appreciation events, including a concert for the ages

The post Ascent 2018 Day 2 Recap: Alligators, Speed Boats, and Gangsta’s Paradise appeared first on Orion Advisor Services.

29
Jun

Key Takeaways From the Eclipse + Communities Summit: Omaha

Day one of our Eclipse + Communities Summit in Omaha covered a wide range of trading topics. Here’s what you need to know from our training sessions.

The post Key Takeaways From the Eclipse + Communities Summit: Omaha appeared first on Orion Advisor Services.

07
Jun

Sun, Sand & Scalable Advisor Tech: Here’s Why You Won’t Want to Miss Ascent 2018

Here are just a few reasons why Ascent 2018, held September 5-7 in Miami Beach is one event you won’t want to miss.

The post Sun, Sand & Scalable Advisor Tech: Here’s Why You Won’t Want to Miss Ascent 2018 appeared first on Orion Advisor Services.

10
May

A Gemini Evolution

The latest issue of the Exchange is online now! If you are not subscribed to the newsletter, click here!

Our May issue highlights the evolution of Gemini as Kevin Hesselbirg takes the helm as CEO, true costs of mutual fund distribution, adding to your value proposition, and much more!

Click here to read the May issue of The Exchange!

 

7361 GFS-5/10/2017

2123-NLD-5/10/2017