Firm performance

Orion presents a behind-the-scenes look at what drives mega-company performance

– (COMMERCIAL THREAD) – Solutions for Orion advisors:

What: Orion Advisor Solutions is organizing its first Work Smarter Webinar Series featuring some of the fastest growing companies. Leaders from these RIAs will be on the bridge to share their advice on increasing growth, exceeding customer expectations and creating efficiencies.
Or: Register online to watch the series live or receive a link to the recordings on demand.
When: Thusday. November 18, 2021, 1:00 p.m. CST
The journey to become a 5x Top 5 RIA
Orion welcomes Marty Bicknell, CEO and Chairman of Mariner Wealth Advisors
As the co-founder and current President and CEO of Mariner Wealth Advisors, Marty Bicknell led the company from a single idea in 2006 to one of Barron’s top five RIA companies from 2016 to 2021. Marty shares what he’s learned on this journey of scaling his business and his tactics to keep clients at the center of everything the firm does.

Thusday. December 02, 2021, 1:00 p.m. CST

The Efficiency Trifecta – People, Process and Technology

Orion welcomes Laura A. Hubbell, CFA® Director of Customer Service and SignatureFD Operations

As Director of Customer Service and Operations, Laura Hubbell has a deep understanding of how people, processes, and technology can work together to turn ideas into reality and get results for customers. Laura will discuss how SignatureFD uses data to effectively run her business and how teams are leveraging AIP to impress their clients.

Thusday. December 16, 2021, 1:00 p.m. CST

Behind the scenes, differentiate advisor value through integrated processes

Orion welcomes Lantz Hunt, COO, Carson Group

Find out how one of the nation’s leading RIAs impresses the customer experience by focusing on the behind-the-scenes processes and systems first. Lantz Hunt, COO of Carson’s RIA, shares the key strategic steps the company has taken to create a compelling customer experience that is also streamlined and seamless behind the scenes.

Thusday. January 06, 2022, 1:00 p.m. CST

Tales from the Trench, Achieve operational excellence with a team of RIA stars

Orion welcomes Shannon Spotswood, President, RFG Advisory

The RFG Advisory team have spent years cultivating the culture and building an A-player squad. Along the way, they discovered the secret to doing everything and doing everything right when it comes to executing a RIA. RFG Advisory, winner of multiple awards, has racked up some of the industry’s most prestigious accolades, including Best Places to Work for Advisors and Innovation & Icons. RFG is focused on operational excellence and is committed to improving 1% every day.

Thusday. January 20, 2022, 1:00 p.m. CST

The first 8 years of starting the business

Orion welcomes Ryon Beyer, Co-Founder, Managing Director, Hemington Wealth Management

Implementing Orion’s technology has been an evolving journey for Ryon Hemington and has helped RIA become one of the fastest growing companies in the country. Join Ryon as he shares the key decisions and inflection points that have defined the past 8 years of breakaway success for Hemington, and how he works to ensure success for the future.

About Orion Advisor Solutions

Orion Advisor Solutions is the premier provider of the technology-based fiduciary process that transforms the advisor-client relationship by enabling financial advisors to prospect, plan, invest and realize within a single, connected, technology-driven experience. Together, our branded entities, Orion Advisor Tech, Orion Portfolio Solutions, Brinker Capital Investments and HiddenLevers, create a comprehensive offering that enables companies to attract new clients in a transparent manner; Link goals more meaningfully to investment strategies and results, and ultimately track progress toward each investor’s unique definition of financial success. As a result, Orion supports more than 2,200 consulting firms with $ 1.7 trillion in assets under administration and an additional $ 60 billion in combined assets (Orion Portfolio Solutions and Brinker Capital) on the wealth management platform ( as of September 30, 2021), making Orion the platform of choice for growth-oriented consulting firms looking to strengthen their relationships with their clients, gain a competitive advantage in a crowded marketplace and build strong businesses and profitable. Learn more at