Broker Check
Accel Wealth Management Team Attends National Orion Conference

Accel Wealth Management Team Attends National Orion Conference

March 21, 2024

Earlier this month, Stacie Brass, Partner, Managing Director & Chief Compliance Officer; Ryan Hervey, JD, Investment Advisor Representative; Hanna Kerr, Operations Specialist; Emily Misener, Director of Operations; traveled to sunny San Diego, California for the Orion Ascent National Conference. The Orion Ascent Conference is a top conference for advisors with networking opportunities, education, and hands-on workshops. According to Orion, over 1,500+ financial advisors, innovators, & industry leaders were in attendance, with 50+ breakout sessions offered on topics ranging from behavioral finance to investment strategy and operational efficiency. The conference is hosted by Orion, a leading technology provider for wealth management firms.

Emily Misener, Director of Operations, shared some of her takeaways from the conference and things she is most excited to incorporate in 2024.

  • Tailored Solutions: Orion Technology provides customizable solutions to meet each client's unique needs. Their services are flexible and adaptable, ensuring that every client receives precisely what they require.
  • Streamlined Processes: The team at Orion Technology focuses on streamlining operations for clients, ensuring a seamless and efficient experience.
  • Proactive Support: Orion Technology emphasizes its commitment to proactive support, ensuring that clients receive assistance before issues arise. They share some examples during the Ascent conference of how the team anticipates client needs and provides solutions before they're even requested.
  • Continuous Improvement / Measurable Results: Orion Technology demonstrates dedication to continuous improvement, consistently seeking feedback from clients to refine and enhance its services. They highlight any insights gained from the Ascent conference that will drive future improvements in the client experience.

According to a survey conducted by Orion and covered in a Think Advisor article, 52% of fiduciary advisors said they plan to invest more in client-facing technology in 2024. At Accel Wealth Management, we are always searching for ways to better serve our clients. We are currently in the process of implementing new, cutting-edge methods for our clients to access tools to manage wealth and collaborate with our advisors. Stay tuned for exciting announcements coming soon!