Gain Control of Your Advisory Business with Orion Tech
When it comes to advisor transitions, preparation is the key to success. It can be one of the most rewarding choices an advisor can make in his or her career, but also quite an undertaking. The more prepared you are, the easier it will be to get to the opportunities on the other side.
If you are thinking of transitioning your business, contact our team of experts to receive the support, technology tools, and resources you need to get started.
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Technology that Powers Your Transition
The road to gaining control of your business can be exhilarating, daunting, and sometimes isolating—which is why the support of the right financial advisor technology is so critical.
Compliance Code: 0 4 0 7 , Orion Advisor Technology, March, 3, 2022 0407-OAT-3/3/2022
of advisors are happier after breaking away from their current firm and establishing their independence*
*Fidelity Institutional Insights, “The Five Stages of the Advisor Movement Journey: Insights from the 2020 Advisor Movement Study
Join Forces With Like-Minded Firms
Looking to grow your advisory practice with the backing of a powerhouse aggregator firm? We’ve got a network of elite partners looking for advisors just like you to join their practice. Whether you’re an established RIA looking to merge with another like-minded firm to gain scale, or you’re an individual advisor or breakaway broker looking to join an existing firm, the Orion Network can help connect firms and facilitate introductions.
Jumpstart Your Journey
Ready to reach your goals? Let’s talk about your unique vision for your business, and explore how Orion’s financial advisor technology can help you achieve it.