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OCTOBER 2015
CONTENTSADVISOR SPOTLIGHTLaura Hubbell
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5EVENTS
INSIDE ORION Brad Burgess
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9
INTEGRATION SPOTLIGHT
11 IN CASE YOU MISSED ITOrion Advisor Services Announces 17 New Tech Integrations at Fuse 2015
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ADVISORSPOTLIGHT
Q: Location
A: Atlanta, GA
Q: One word that describes how you work
A: Purposefully
Q: Why did you decide to join the RIA industry?
A: I joined initially because the philosophy of SignatureFD resonated with me. I stayed because we
make a real difference in the lives of our clients.
Q: What do you enjoy most about working with your clients?
A: We strive to give our clients confidence by ensuring we clearly communicate each client’s financial
situation. I enjoy helping create the tools to communicate our investment philosophy and tactical
strategies in a way that resonates with clients, and Orion reports play a major role in that.
Laura Hubbell
Q: Current position & company
A: Director of Portfolio Management, SignatureFD
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Q: Tell us about some of your favorite books, or what you are currently reading?
A: My all-time favorites include Anna Karenina and Infinite Jest. I know I’m behind the times, but I’m
currently reading The Girl With The Dragon Tattoo.
Q: What do you do to unwind when not working (in other words, what are some of your hobbies)?
A: I enjoy traveling and dining out, and to really de-stress I turn to martial arts.
Q: What is your favorite type of music?
A: I enjoy alt or indie rock -- mostly mellow stuff that would clear any dance floor.
Q: WHAT IS YOUR FAVORITE APP? A: When I’m not in the Report Builder App
in Orion Connect, I’m using Yelp to look for some nearby grub.
Q: What is one thing you can’t do without at work?
A: The fantastic new coffee machine in our office.
Q: What are the top three essential tools in your workspace?
A: Outlook, Orion, Salesforce
Q: What is the best advice you’ve ever received?
A: Fall down seven times, stand up eight.
Q: Where do you see this industry going in the next five years?
A: Technology will allow us to evaluate a client’s financial needs more quickly than ever before. We will
then have more time to focus on helping our clients live intentionally and with confidence that they
are making progress toward their unique life goals.
Want to be featured in our Advisor Spotlight or know someone who should? Contact Orion’s marketing team at [email protected] for more information.
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EVENTS
Oct 8-9
Junxure Advisor Conference 2015Las Vegas, Nevada
Oct 13-14
Tiburon CEO Summit XXIX San Francisco, California
Oct 7-8
Laser App Advisor Convention 2015Las Vegas, Nevada
Oct 7-10
Excell Fall 2015Omaha, Nebraska
Oct 14-16
Elite Advisor Forum – GradientInvestmentsMinneapolis, Minnesota
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INTEGRATIONSPOTLIGHT
What are you doing to protect your business from
the commoditization of asset management? The
most obvious answer is to place a heavy emphasis
on financial planning and advice, as they remain the
parts of the business that have yet to be replaced
by a computer.
Our unyielding belief is that every client needs and
deserves a quality financial plan, but there are
many obstacles in the way – most commonly lack of
time, lack of client engagement, and a lack of clients
to provide plans to. MoneyGuidePro® can help with
all of these.
Efficiency: There are not enough hours in the
day – and there never will be. One of the many
reasons you implemented Orion is that it improves
your efficiency and reporting capabilities.
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The Power of MoneyGuidePro® and myMoneyGuide® in your practice
By: Kevin Knull, CFP®, President, MoneyGuidePro®
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MoneyGuidePro’s seamless integration with
Orion Connect® enables you to create a financial
plan within minutes, and you can have a fully
developed financial plan in a few hours for most
clients. This saves you significant time and leads
to more financial plans – which result in more
revenue. Our studies show that an advisor who uses
MoneyGuidePro® to generate ten or more plans in
one year generates up to 56% more revenue than
advisors that did not. In one study, this translated to
$429,000 of additional revenue per advisor.
Power: Gone are the days of a static, printed
financial plan. Today, clients require a dynamic,
constantly up-to-date plan that keeps the client/
prospect engaged from the very first meeting. The
integration between Orion and MoneyGuidePro
allows you to provide your clients an always current
plan, but additionally lets you leverage cutting edge
client engagement tools unique to our financial
planning software:
• Health Care SMART Goal – Calculate the cost
of health care right in front of your client, with
one click! This is their #1 concern in retirement,
and the most often ignored element of a quality
financial plan.
• Social Security Maximization – Show how the
right Social Security strategy can improve a
plan’s probability of success. One click will
calculate eight Social Security strategies so that
you can select the right one for your client – and
it all happens within our software.
• Portfolio Probability Matrix – Illustrate the
least amount of risk needed to achieve your
client’s goals, and which portfolio has the
highest probability of success. This is an area
that is of critical importance given the current
market volatility.
• Play Zone® - Maximize your clients’ retirement
by letting them make adjustments to their needs,
wants and wishes – in real time! This is the
most popular feature in our software because it
personalizes the plan to the client.
• What Are You Afraid Of? – Show your client
how things beyond their control can impact
their plan, such as an untimely death, longevity,
reductions in Social Security or pensions, or an
increase in inflation. It would be better for your
client to go to this page when they read a scary
headline or have a bad dream.
• Executive Summary – Show your recommended
actions in a dynamically updated portal, and set
due dates for each action.
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Get qualified, motivated, action oriented clients:
The chicken dinner seminars are a thing of the
past. It is now critical that you provide more
than just education – you must provide VALUE.
myMoneyGuide® allows you to offer scalable
financial planning to your clients and prospects at
a fraction of the time and cost you would normally
expend, and it gives you the opportunity for
exponential growth.
With myMoneyGuide, you are able to selectively
target and onboard qualified prospects using our
unique client acquisition solution. Simply invite your
prospects to one of hundreds of upcoming events,
and your prospects can begin their own financial
plan and can then share it with you for your review
in as little as 90 minutes. We transmit the plan to
your MGP license, and you can then access the plan
via Orion Connect and MoneyGuidePro®.
Leverage all of your existing marketing strategies.
myMoneyGuide helps you use all of the existing
approaches that have made you successful. You
can certainly use it to generate instant referrals,
but consider offering myMoneyGuide to your best
centers of influence, current clients without plans,
employers (as a financial wellness benefit), place a
link on your website, include a link in your blog or
electronic article, or even announce it on your radio
show. The system is completely turn-key, meaning
all you need to do is a) invite your prospects, and b)
meet with those that request a plan review.
If you would like to learn more about
MoneyGuidePro®, go to www.moneyguidepro.com.
For more information about myMoneyGuide, go to
www.mymoneyguide.com. You must be a current
subscriber to MoneyGuidePro in order to access
myMoneyGuide.
It is now critical that you provide more than just education – you must provide VALUE.
The information presented in this article has been provided by MoneyGuidePro and has been reproduced with its permission. Such information does not reflect the views and opinions of Orion Advisor Services, LLC (“Orion”). Orion clients should undertake their own assessments to determine whether a third party meets their business and due diligence requirements.
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INSIDEORION
Q: How long have you been here?
A: 19 years
Q: What would you say you do here?
A: Total figurehead. Actually, my job is to supervise all technology efforts relating to software
development, database administration, business analysis, and participate in the acquisition and
installation of hardware solutions. My job is to guide the efforts of the tech team.
Q: How many different positons have you had at Orion and what were they?
A: Essentially I have held one position. It has evolved over the years to what it is now.
Brad Burgess
Q: What’s your current job title?
A: Chief Technical Officer
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Q: What’s your favorite thing about working here?
A: Freedom to do the work and perform the tasks that I feel are the best for the company, without
worry of being micromanaged.
Q: What was your first job?
A: I worked as a clerk at a grocery store.
Q: What’s your favorite movie?
A: Children of a Lesser God
Q: What’s your favorite book?
A: The Stand
Q: What do you enjoy doing outside of work?
A: A little crossfit, spending time outdoors. I like building things with my hands.
Q: What is your favorite article of clothing?
A: A pair of blue jeans
Q: R&B, Blues, Slow Jams, or Hip Hop. You can only choose one.
A: Blues
Connect with your Service Teamfor Solutions to Empower You!We are excited for the upcoming Tech Labs! Contact your Account Manager for registration instructions. Here are the dates for the 2015 Tech Labs as well as the Tech Lab daily schedule:
• November 4-5 - FULL
• December 2-3 - FULL
Limited attendance – each session is capped at 25 attendees
Day One:LunchTechnology UpdateOne-on-one Meetings & Flex
TimeDinner at Lazlo’s Brewery & Grill
Day Two:Group Discussions & Idea SharingOne-on-one MeetingsLunch & Departures
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Orion Advisor Services, LLC, (“Orion”) hosted 25
technology and financial services companies at its
second annual Fuse Conference in Park City, Utah.
Fuse is the financial services industry’s first and only
“coding-centric” event designed to create closer
partnerships between the best software providers
in the advisor software and fintech industry.
Veteran advisors and industry thought-leaders
served as judges for awards in 13 categories,
ranging from best client experience, best
automated workflow improvement, best in show,
and more.
Orion announced 17 new fintech integrations at
Fuse 2015, the financial services industry’s first and
only “coding-centric” event. Held in Park City, Utah,
the event is designed to create closer partnerships
between the best software providers in the advisor
software and fintech industry.
Participants from 25 technology and financial
services companies joined for the three-day
event to collaborate on building new technology
that serves to benefit their advisors and staff --
representatives joined from all walks of fintech,
including CRM providers, financial planning, trading
systems and account aggregation. Advisors were
not in attendance, but were able to take part in the
collaboration by submitting their own ideas about
what developments would be helpful for their firms,
through the Fuse 2015 Wishlist.
“Fuse is the embodiment of what Orion was built
on, and continues to strive for -- using innovation
to address the evolving needs of advisors and
impact their capabilities through technology,” said
Eric Clarke, President of Orion. “We are the most
integrated technology company in the independent
advisory channel, and by bringing the best of
the fintech world together in one room, these
integrations are given the brainpower to evolve and
grow into even better versions of themselves.”
Among the tech developments included a series of
integration announcements, totaling 17 companies
that have joined forces with Orion to enhance
their advisor experience. The companies include,
AdvisoryWorld, Blu Giant, Citrix, eMoney, Junxure,
LaserApp, MyRIACompliance, NSRInvest, Prairie
Smarts, Redtail Technology, Riskalyze, Salentica,
Segacious, Inc., TRX, Vestorly, Wealth Access, Inc.
and WealthSite.
Integration partners competed in the second
annual Fuse Awards, spanning 13 categories and
Orion Advisor Services Announces 17 New Tech Integrations at Fuse 2015
IN CASE YOU MISSED IT
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“Fuse is the embodiment of what Orion was built on, and continues to strive for -- using innovation to address the evolving needs of advisors and impact their capabilities through technology,”
- Eric Clarke, President of Orion
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judged by veteran advisors and industry thought-
leaders. Judges included, Billy Oliverio, JD Bruce,
Michael Kitces, Bill Winterberg, Ryan Beach, Joel
Bruckenstein and Steve Sanduski.
2015 Fuse Awards Winners:
Junxure - Best Automated Workflow Improvement
Riskalyze - Best End Client Experience
Citrix Sharefile - Most Convenient Client
Improvement
NSR Invest - Most Promising Prototype
AdvisoryWorld - Best Use Of Orion’s
Aggregation Tools
RedTail - Best Use Of The Orion API
Sagacious - Best Thing Orion Should Have Done
Years Ago
Cara Heacock (Blu Giant) - Hardest Working Minion
Matt West (cleverDome) & John Dayton (Vestorly) -
Last Developers Standing
RedTail - Best Advisor Productivity
PrairieSmarts - Best UI Done Here At Fuse
Best In Show - TRX
Best In Show - RIAInABox
Fuse 2015 was sponsored by Wealth Access,
Junxure, TRX, Blu Giant, and Redtail. For more
information about the event, search #FuseUtah on
Twitter, or visit www.orionadvisor.com/community.
0433-OAS-9/24/2015
