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Voted Best Conference for Financial Advisors in 20231a stacked speaker line-up, CE credit education, and an “Off the Charts” concert capped off
Omaha, Nebraska, October 20, 2022–(BUSINESS WIRE)–Orion Advisor Solutions today announced the launch of Orion Ascent, the financial industry’s premier WealthTech event, held February 27-March 2 at the Orlando World Center Marriott. We have announced the agenda and speaker line-up for the first three days of 2023.
This press release features multimedia. Read the full release here: https://www.businesswire.com/news/home/20221019005982/en/
Orion Ascent will bring together more than 1,500 of Orion’s top financial advisors, innovative fintech providers, wealth management leaders, broker-dealers and technology leaders. As the premier advisor event of the year, we provide advisors with the tools and training they need to help their companies grow and their clients thrive, while embracing change, embracing innovation and disrupting the status quo.
Attendees will get exclusive access and cutting-edge insights from some of the best and brightest in the financial industry, including:
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Orion CEO Eric Clark provides an industry update that provides insight into the continued convergence and evolution of wealth and technology.
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Dr. Daniel Crosby, Orion’s Chief Behavioral Officer and Tim Holland, Orion’s Chief Investment Officer, Advisors Use Behavioral Investing Insights to Keep Investors Up-to-date on Market Activity, Economic Outlook and Investors We provide hot minds and market updates to help you gain insight on how. We are on track to meet our long-term financial goals in a difficult market.
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Brian McLaughlin, President of Orion Advisor Tech, discusses the integration of technology and successful workflows that power Advisor’s business.
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Orion OCIO President Kurt Brown will take the stage to provide an advisor’s guide to attracting and retaining high net worth customers.
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Ben Nemtin is the New York Times #1 bestselling author, co-founder of the Buried Life movement, and the inspiration behind the 100 Things to Do Before You Die list. Ben combines the act of living a purposeful life and goal setting with an approach to financial planning.
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Dennis Moseley-Williams speaks from advisor to advisor on the topic of the experience economy and how advisors create unique competitive advantages by delivering exceptional experiences for their clients.
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Dr. Shirley Davis identifies the leadership skills and competencies needed in today’s marketplace for high performance, innovation and inclusion, and provides advisory strategies for recruiting, engaging and retaining diverse talent. To do.
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Digital Deception blends interactive magic with everyday technology to create unique stage presentations that make audiences rethink what’s possible in today’s modern world.
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For a full list of confirmed speakers, please visit our speakers page.
Eric Clark said, “Orion Ascent is an event not to be missed as it is focused on empowering advisors and attracting investors by enhancing and connecting all aspects of the advisor and client journey. , allowing clients to see Orion in the future.” , Founder and CEO of Orion. “With inflation reaching a 40-year high, markets in bear territory and the economic outlook uncertain, advisors are clearly under pressure. Now is the perfect time to empower and demonstrate its value to the world, strengthening client relationships and alleviating investor fears through its expertise in behavioral finance, while mitigating market downturns. Enhancing human compassion and insight using is the new frontier in fiduciary services, and we are thrilled to delve into these topics at the event.”
Attendees will participate in live demos, be trained on Orion’s powerful end-to-end technology suite built around Redtail’s industry-leading CRM hub, take advantage of onsite continuing education, and lead the industry. Meet with Portfolio Strategists and Managers who The many networking opportunities at Orion Ascent connect attendees and build relationships.
agenda list
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Monday February 27 – Arrivals, Pre-Conference Workshops, Welcome Networking Reception
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Tuesday, February 28 – Full-day sessions including keynotes, breakout sessions, networking, business consulting, technical training, and more
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Married. March 1 – All-day sessions and final night’s “Off the Charts” celebration will include Alter Ego entertainment. This ultimate tribute cover band plays music from Eurythmics, Cyndi Lauper, Madonna, Chic, Bee Gees, Spice Girls, Billy Idol and more. Black Eyed Peas, LMFAO, Lady Gaga, Michael Jackson, Katy Perry, Bon Jovi, ACDC
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Thursday. March 2 – Ethics CE: CFP® Board Revised Codes and Standards Session (2 hours CE credit), Morning Networking and Departures
Orion Ascent Event Registration and Sponsorship Information
Early bird pricing is available until November 30, 2022.
Media attendance: Contact Candice Hudson at candice.hudson@fleishman.com to request a media pass to attend Orion Ascent from February 27th to March 2nd, 2023.
1 Source: Kitces.com
About the Orion Advisor Solution
Orion is the leading provider of technology-enabled fiduciary processes that transform the advisor-client relationship by enabling financial advisors to see, plan, invest and deliver within a single, technology-driven, connected experience. . Our combined brand entities Orion Advisor Tech, Orion Portfolio Solutions, Brinker Capital Investments, Redtail Technology and TownSquare Capital help companies seamlessly attract new clients, more meaningfully connect goals to investment strategies and results, and ultimately Create a complete service that allows you to track Move towards each investor’s unique definition of financial success. With the addition of Redtail and TownSquare, the integrated platform serves his $3 trillion in assets under management and $59 billion in wealth management platform assets (as of July 1, 2022). Orion supports over 5 million technology accounts and thousands of independent advisory firms to strengthen client relationships, gain a competitive edge in competitive markets, and build strong, profitable businesses. The platform of choice for any growth-oriented advisory firm looking to build. For more information, please visit www.orion.com.
1923-OAS-October 13, 2022
View source version at businesswire.com: https://www.businesswire.com/news/home/20221019005982/en/
contact address
Candace Hudson
Fleishman Hillard on behalf of Orion
580.564.5995
candice.hudson@fleishman.com
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