Empowering Breakaway Advisors to Define Their Future
The road to independence can be just as exciting as it is overwhelming, with questions about how and where to begin. At Orion, we strive to provide our advisors with a smooth and efficient transition during the initial onset, so they can quickly feel confident when navigating the platform on their own.
Find out more about the Orion onboarding process and how one breakaway firm was able to jump right in. Download our case study now!