Investors’ needs are evolving and financial planning meetings are a crucial factor in their decision to continue a relationship with you. These discussions are a reminder of the services you offer as well as your capabilities in providing a comprehensive financial experience.
With our guide, you’ll uncover how to turn your financial planning into an engaging interaction, learn which questions drive a more impactful meeting, discover tech solutions to improve client experience, and more.
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About Orion
Orion Advisor Solutions is the premier provider of the tech-enabled fiduciary process that transforms the advisor-client relationship by enabling financial advisors to Prospect, Plan, Invest, and Achieve within a single, connected, technology-driven experience. Combined, our brand entities, Orion Advisor Tech, Orion Portfolio Solutions, Brinker Capital Investments, and HiddenLevers, create a complete offering that empowers firms to attract new clients seamlessly; connect goals more meaningfully to investment strategies and outcomes, and ultimately track progress toward each investor’s unique definition of financial success. As a result, Orion supports more than 2,200 advisory firms with $1.7 trillion in assets under administration and an additional $60 billion of combined assets (Orion Portfolio Solutions and Brinker Capital) across the wealth management platform (as of September 30, 2021), making Orion the platform of choice for growth-focused advisory firms looking to strengthen their client relationships, gain a competitive edge in a crowded marketplace, and build strong, profitable businesses. Learn more at www.orion.com.
