Texting Is Top Communications Concern for Wealth Management Compliance Officers barrons.com/advisor/articl… via Barron's Advisor

Who's ready to catch up on The Fuse Show podcast with Ryan Donovan & George Svagera?🎙️ This week they're chatting with Jeffrey Gitterman, CEO + Partner at Gitterman Wealth Management all about ESG investing. 👉🏻 apple.co/3GW1SGf

Great conversation Jeffrey Gitterman Thanks for sharing your #ESG AND #IRA investment insight with our listeners.

A Brief History of Kids Today Are Spoiled 🧵

"When you have leadership aligned from a personal and work standpoint, from values and innovation, there's no stopping us." - Brian McLaughlin (Brian McLaughlin), President of Orion Advisor Technology Orion WealthTech's The Fuse Show Podcast: open.spotify.com/show/5YLIMlZxh…

Always great talking to KVP. He and Milemarker are great partners for Orion WealthTech clients ready to evolve with Amazon Web Services data streaming services.

6s in Premier Lacrosse League like keeping up with a pinball machine but the ball doesn’t stop. we eliminated face off and defensive players to make the sport more competitive with basketball scores. Is it painful to watch or just me?

This is a really big deal for larger firms #OrionAscent

😳 #OrionAscent

Audit your tech 2x per year PENNY PHILLIPS #orionascent

"Build raving fans." — Brian McLaughlin Brian McLaughlin discussing the importance of #clientexperience at Redtail Technology and Orion. #OrionAscent #fintwit

Tune into this week's brand NEW episode of Orion WealthTech's The Fuse Show Podcast to hear @SvageraGeorge and Ryan Donovan talk with Megan Hausmann, Director of Advisory Success, and McAllister Green, Sales Director at Apex Fintech Solutions. Full episode: open.spotify.com/show/5YLIMlZxh…

Excited to represent Orion WealthTech and speak at the @Gladstone Annual M&A Conference on May 2-3 in Atlantic City, NJ. It's a top event for business owners interested in selling or acquiring firms. Register here: registration.socio.events/e/gladstone2023. See you there!

should concern every american:

Rev up your advisory practice with #OrionStacks! 🚀 Join Samantha Pickering & John Hayes of LongView Wealth Management + Mike Wilson, EVP of Orion, to learn how they increased efficiencies and scaled their operations. Don't let your tech hold you back! bit.ly/42gt0ri

We’re thrilled to announce Natalie Wolfsen as Orion’s new CEO, starting in mid-October. Learn more in our announcement: bwnews.pr/3sRQQfX

💡 Looking to expand your presence with #HNW clients? You don't want to miss this free #CE course — you'll learn the 5 must-ask questions for business owner clients and prospects. Enroll in #OrionAdvisorAcademy today! bit.ly/3MWTyrM 😊

🤩 We’re almost less than 50 days away from #OrionAscent! We're working around the ⏰ to prep the amazing advisor-led content you expect + everything else you need to become unstoppable. Seats are selling fast… 🔥 Register now before they’re all gone! bit.ly/3RZWDcq

Our behavioral tech suite just keeps getting better and we are excited to share our latest addition, PulseCheck. Hope to see you there on the 12th to learn more!

🚀 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. ww2.orion.com/l/48702/2024-0…