(Orion) Many advisors prefer to work with boutique investment firms that remind them of their own orientation to the industry: privately owned, transparently organized and with unique stories to tell.
Join Orion’s Chief Investment Strategist Rusty Vanneman on Tuesday for this monthly Portfolio Recipes webcast alongside AAMA's Bob Baker and Main Management's Kim Arthur.
You’ll gain insight into the partners, how their firm plays a role on the Orion platform, and how their models can help amplify your expertise. They understand how important it is for you to meet your clients’ investment goals, which is why they're here to help you put together the right recipe to fit the unique needs of your clients. Register HERE.
Or if you'd rather explore the platform itself, a 30-minute overview of Orion Advisor Technology is scheduled for Thursday. Chat with the team to get your questions answered.
They will cover reporting, billing, financial planning, client portal, trading, advisor dashboard, and more. This webinar is a great option for advisors who are considering a new technology platform or looking for an all-in-one technology tool to streamline operations and improve client experience. Register HERE.
