Orion Advisor Solutions hosts its first Work Smarter Webinar Series featuring some of the fastest-growing firms. Leaders of these RIAs will be on deck to share their tips for scaling growth, exceeding client expectations, and creating efficiencies.
Register online to attend the series live or receive a link to the on-demand recordings.
Thurs. Dec. 02, 2021, 1:00 PM CST
The Efficiency Trifecta - People, Processes, and Tech
Orion Hosts Laura A. Hubbell, CFA® Director of Client Care & Operations SignatureFD
As Director of Client Care and Operations, Laura Hubbell has a deep understanding of how people, processes, and technology can work together to bring ideas to fruition and achieve results for clients. Laura will cover how SignatureFD uses data to effectively run their business and how the teams leverage AIP to wow their clients.
Thurs. Dec.16, 2021, 1:00 PM CST
Behind the Scenes, Differentiating Advisor Value Through Integrated Processes
Orion Hosts Lantz Hunt, Chief Operating Officer, Carson Group
Learn how one of the leading RIAs in the country is making an impression on the client experience by first focusing on the processes and systems behind the curtain. Lantz Hunt, Chief Operating Officer of Carson’s RIA, shares key strategic moves the firm has made to build a compelling client experience that is also streamlined and seamless from behind the scenes.
Thurs. Jan. 06, 2022, 1:00 PM CST
Tales from the Trench, Achieve Operational Excellence from a RIA’s All-star Team
Orion Hosts Shannon Spotswood, President, RFG Advisory
The team at RFG Advisory has spent years cultivating culture and building a team of A-players. Along the way, they’ve figured out the secret to do it all, and do it all well when it comes to running an RIA. Award-winning RFG Advisory has racked up some of the industry’s most prestigious distinctions including Best Places to Work for Advisors and Innovation & Icons. RFG is focused on achieving operational excellence and committed to getting 1% better every day.
Thurs. January 20, 2022, 1:00 PM CST
The First 8 Years from Startup to Enterprise
Orion Hosts Ryon Beyer, Co-Founder, Managing Principal, Hemington Wealth Management
The implementation of Orion’s technology has been a continuously evolving journey for Ryon Hemington and has helped the RIA become one of the fastest-growing firms in the country. Join Ryon as he shares the key decisions and inflection points that have defined the past 8 years of breakaway success for Hemington, and how he is working to ensure success for the future.
