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.

What does your dentist always tell you? You have to floss regularly for healthy teeth. If you skip flossing until right before your next checkup, it's going to hurt, it's going to get messy, and it's not going to be very effective. 👎 "Well, OK. Why is Orion talking about oral hygiene?" Because just like flossing your teeth, proactive tax loss harvesting can do the same for your portfolio, clearing away the "plaque" of your portfolio that can eat away at your gains. ✨ If you save all of your tax loss harvesting efforts for the end of the year, you may have a bad time. And just like flossing, saving all the work for the last minute just doesn't have the same potential impact. Don't wait to tax (f)loss harvest. Talk to us and learn how easy it is to do it year-round with Orion Custom Indexing. https://lnkd.in/gMcqhidj

💡 Always making us think, Daniel Crosby, Ph.D.

🎶 This week on Standard Deviations Daniel Crosby, Ph.D. is joined by Matt Ackermann, Chief Content Officer at Integrated Partners. Matt supports Integrated Partners’ growth by creating content that enlightens, informs, and entertains. He loves shining a spotlight on the incredible advisors and leaders at Integrated. 🎧 Listen wherever you get your podcasts: https://lnkd.in/gdVpQV6F

Ready to break free and start your own advisory firm? Or are you already on the path to independence? 🌟 We know there's a lot to navigate and many questions to answer when it comes to breaking away. With the right guidance, you can more confidently choose the path you feel is best. Join industry leaders Michael Folker, EVP of Orion OCIO, and Brian Hamburger, President and CEO of MarketCounsel Consulting, as they unravel the complexities of this critical transition in an exclusive webinar. Don't miss this chance to explore your options and take the first step toward your future! Register now and transform your career! 🚀

🚀 Get Ready East Coast! Align U is hitting the road and will be in Philadelphia on August 20-21. Registration is now open! If you’re ready to learn how to better use Orion, Redtail, or both, don’t miss the chance to attend Align U. https://lnkd.in/gHfj6-Ps

💥 Join us LIVE for an interactive workshop with Intention.ly as we discuss transforming your firm's identity, building trust, and making an emotional connection through your marketing and branding. Advisors who attend will:  • Better define their firm's visual identity  • Develop a compelling brand narrative  • Learn to implement the three Cs of branding 💪 In today’s competitive wealth management market, your brand is your most powerful asset. Register now → https://bit.ly/3WyHv9A #WealthManagement #MarketingStrategy #FinancialAdvisors

Do younger investors prefer advisors or AI for managing their finances? 🤔 Ricky Redtail and Lilah Raynor of Logica Research provide the answers here 👉

🏖️ Headed on vacation this summer? Don't fall behind on your CE credits in the process. 📲 Take your learning on the go with the Orion Advisor Academy which offers free continuing education credits and an app for easy learning while you travel. https://bit.ly/3zUQtoG

Dive into the depths of SEC's fines! Join our consultant-led webinar to learn from true cases and ensure your compliance strategies are bulletproof. Don't miss out! #SECCompliance #TrueCrime #Webinar