Name
Powerful Personalization for Every Investor: Win New Business with Orion Custom Indexing
Date & Time
Monday, April 24, 2023, 12:50 PM - 1:30 PM
Speakers
Description
Presented by Orion Advisor Solutions: Learn how you can best present the benefits of Orion’s Custom Indexing solution to clients in a way that will help them understand the value of a tax-effective, personalized portfolio that meets their specific investment and values-based criteria.
Location Name
Uptown Ballroom Ward 2
Session Type
Education Session
Session Category
Investment Management
Presented by
Orion Advisor Solutions