Orion Weekly Roundup: May 3, 2021 | Orion
The Orion Weekly Roundup for May 3, 2021, covers Rusty Vanneman’s analysis of Biden’s tax plan impact, strategies combining Brinker Capital and Main Management to combat inflation in client portfolios, Dr. Daniel Crosby’s six pillars of influence to help advisors lead clients effectively, and Michael Schwartz’s top tips for advisors pursuing independence, along with access to Orion’s on-demand educational webinars.
In this week’s blog roundup, topics include inflation, practice tips for advisors seeking independence, strategies to encourage clients to follow advice, and weekly market insights.
Rusty’s Monday Morning Insights
Orion Portfolio Solutions’ Chief Investment Strategist, Rusty Vanneman, reviews the potential tax impact from President Biden’s plan, predicting it will dominate headlines for some time. The insights aim to help keep investors at ease.
Portfolio Recipes: Brinker Capital and Main Management
With concerns about inflation, financial advisors are challenged to protect their clients. Orion suggests pairing Brinker Capital Investments’ and Main Management’s strategies to balance client portfolios effectively.
Go-To Tactics That’ll Get Clients to Take Your Advice
The second installment of the Advisor Lifecycle series discusses the importance of leadership for financial advisors. It highlights Dr. Daniel Crosby’s six pillars of influence to help guide clients toward better outcomes.
Magnus Financial Group’s 7 Best Practice Tips
The Breakaway Spotlight series features Michael Schwartz, CEO and Founder of Magnus Financial Group, sharing best practice tips and insights for advisors considering independence.
Orion also maintains a library of on-demand webinars for further learning.