Orion

💡 Don't miss this insightful interview with Orion CEO Natalie Wolfsen.

📉 Volatile markets? 📈 Stronger client relationships. Join Orion Advisor Academy for an upcoming webinar on Navigating Volatility — and learn how to move from investor anxiety to lasting confidence. 🧠 Featuring Dr. Naomi Win, Behavioral Finance Analyst 📅 When: April 24 @ 1 p.m. CT What you get: 💡 Adaptive strategies to lead with clarity and calm 🎯 Techniques to grow trust despite turbulence Plus, this webinar offers 1 hour CE credit for CFP®, CIMA®, CPWA®, RMA®. 👉 Don't wait! Register now: https://bit.ly/3FVymlA #BehavioralFinance #CECredits #MarketVolatility #OrionAdvisorAcademy

📉 Market turbulence. Inflation concerns. Tariff drama. A shifting global investing landscape. Last week, markets took a hit-US stocks fell for the fourth time in five weeks, Core PCE inflation came in hotter than expected, and consumer confidence slumped to multi-year lows. Meanwhile, international stocks continue to outpace US equities YTD, and some believe we're entering a golden era for globally diversified multi-asset portfolios. With market volatility, inflation concerns, and global diversification trends in focus, where do you see the best investment opportunities for the rest of 2025? Drop your vote and share your perspective in the comments! 👇

🚀 15+ hours back in your week? Yes, please. Financial advisors, managing meetings, follow-ups, and client notes just got a whole lot easier. Join us live to see how DataDasher + Redtail CRM can automate your workflow and free up your time. ✅ Auto-generate meeting notes & follow-ups ✅ AI-powered client insights — no more endless searches ✅ Pre-meeting prep in seconds 💡 Join us next Tuesday (4/8) at 1 p.m. CT and see it in action — register now! https://bit.ly/4iUR4s4 #WealthManagement #FinancialAdvisors #AI #RedtailCRM

⏳ Final Chance to Register – Don’t Miss Out! Scaling your advisory firm while maintaining personalized service is possible—and we’re showing you how in this exclusive webinar! 📅 Date & Time: April 1, 2025 | 2pm ET 🔗 Sign Up Now: https://lnkd.in/gFR4yD9P Join Michael Folker (Orion’s EVP, OCIO) and Blake Street, CFA, CFP® (Founder, Warren Street Wealth Advisors) as they break down the strategies and tools that helped Blake grow his firm efficiently—without sacrificing client relationships. 💡 Learn how to: ✔ Streamline operations without losing the personal touch ✔ Leverage technology to scale smarter ✔ Avoid common mistakes when expanding your firm Don’t miss this opportunity to gain real-world insights from advisors who’ve been in your shoes!

As Women's History Month comes to a close, we’re honoring trailblazers like Laurie Allen, CFP®. Her story speaks to every woman who’s ever balanced a career, family, and personal dreams — reminding us that while the journey can be messy and challenging, we don’t have to do it all alone. At Orion, we’re committed to building a wealth-tech community where every advisor and investor not only survives but truly thrives. Our mission goes far beyond technology — we want to create a genuine community where people in our industry can connect, learn from one another, and push forward together. Let’s keep lifting each other up and paving the way for a future where every voice is heard. #WomensHistoryMonth

📉 Market turbulence. Inflation concerns. Tariff drama. A shifting global investing landscape. Last week, markets took a hit—US stocks fell for the fourth time in five weeks, Core PCE inflation came in hotter than expected, and consumer confidence slumped to multi-year lows. Meanwhile, international stocks continue to outpace US equities YTD, and some believe we’re entering a golden era for globally diversified multi-asset portfolios. With market volatility, inflation concerns, and global diversification trends in focus, where do you see the best investment opportunities for the rest of 2025? Drop your vote and share your perspective in the comments! 👇

👋 Hey Advisors! Ready to check that Ethics CE off your to-do list — for FREE? Our Ethics for CFP® Professionals course is now available on-demand at no cost and fulfills the CFP Board 2-hour Ethics CE requirement. Level up your knowledge and stay compliant — all in just 2 hours. 🎓 Get started for free today on the Orion Advisor Academy: https://bit.ly/4iX8CmM New to OAA? Register now for free with the enrollment key OrionAdvisorAcademy!

Our recent Advisor Wealthtech survey found that 58% of investors prioritize receiving personalized advice as one of their main goals. On a recent episode of Chuck Jaffe’s Money Life Podcast, our Chief Investment Officer, Timothy Holland, CFA, dives into the realities of navigating volatile markets and emphasizes the need for proactive communication with clients. Ensuring clients feel heard and informed is crucial during uncertain times. During their conversation at Future Proof Citywide, Tim shares his thoughts on: 🔷How advisors should approach clients amid market volatility 🔷The potential implications of upcoming tariffs 🔷The opportunities (and risks) of international equities 🎧 Listen to the full episode here: https://bit.ly/4hn7E2h

We are beyond excited to celebrate Naomi W., PsyD as one of Wealth Solutions Report's Top Women Industry Leaders of 2025, honored as the Behavioral Finance Executive of the Year🎉 Dr. Win has made an immense impact by combining applied psychology with finance, helping advisors and clients build stronger, more resilient relationships while navigating market turbulence. Her work on innovative tools like BeFi20 and PulseCheck is reshaping how we approach financial planning, taking into account the psychological factors that influence decision-making. Join us in celebrating Dr. Win’s achievements and continued success as we work to advance the future of wealth management! See the full list of Top Women Industry Leaders here: https://bit.ly/4j1CkY1