The Way Forward Webinar Series – Episode 1: Prospecting
Orion Advisor Technology Introduces, “The Way Forward” webcast series
Welcome to the Four-part, “The Way Forward” Webcast Series brought to you by Orion Advisor Technology.
In order to provide you with the key insights, takeaways and action items you need to best position your business for growth during these interesting times, we are pleased to bring together a curated group of the best advisors in the business sharing their key insights and learnings on how they are leveraging technology to survive and thrive in the new environment.
It’s no secret that the wealth management industry has been fundamentally transformed through recent events, the pandemic, new technologies, increased competition and ever shifting investor expectations.
So, please join us for this unique 4-episode series that highlights all aspects of the client journey from client acquisition, to planning for their financial future, to investing smartly, and the ongoing nurturing and monitoring of the client relationship that will turn clients into raving, referring fans that start yet another client journey, growing your firm.
In today’s environment, traditional marketing methods such as in-person seminars, client functions, networking at community events, and center of influence lunches/dinners are just not feasible at a social distance. Which means digital marketing becomes primary as a way to continue to fill your sales pipeline with qualified leads. Learn new approaches, methodologies and ways to deploy automated marketing through digital channels, social media, content distribution, video communications and more from our panel of advisor marketing pros. Learn more about the webinar series.
2595-OAS-10/13/2020
CFP, CIMA®, CPWA®, and AEP® CE Credits have been applied for and are pending approval. | 
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