A Preview of Orion Ascent 2024

A Preview of Orion Ascent 2024

By Danielle Helfand

Orion Ascent is just around the corner and as a key partner of Orion, our team is more than ready to take in the insights and innovations that this conference always delivers.

Set against the backdrop of San Diego this March, Ascent offers financial expertise, in-depth software learning opportunities, and networking that few other events can match.

Still planning out your own personal agenda for the event? Let us help you make the most of your trip.

Here are the top 5 things we’re looking forward to at Orion Ascent 2024.

1. Riding the Behavioral Finance Wave

One of the key highlights we’re eagerly anticipating is Dr. Daniel Crosby’s session on Behavioral Finance.

Crosy will shed light on how one firm successfully integrated BeFi strategies, transforming its operations and driving client satisfaction and scalable growth.

As BeFi continues to reshape wealth management, and financial planning in particular, we’re curious to chat with advisors about its potential incorporation into asset management principles, trading strategies and beyond.

2. The Future of Orion with CEO Natalie Wolfson

With the still recent appointment of Natalie Wolfson as the new CEO of Orion fresh in our minds, taking over for founder Eric Clarke, her vision for the company’s future takes center stage.

Wolfson will be present throughout the event but we’re most excited about a Q&A session where she will share her insights, strategies, and plans for taking Orion to new heights (no pun intended).

3. Leadership Lessons from NFL Ref Sarah Thomas

Orion Ascent provides an opportunity for one of the more unique keynote speakers we’ve seen recently.

The event will close with Sarah Thomas, a trailblazer who made history as the first female NFL referee and first email to officiate a Super Bowl.

Her lessons on leadership and breaking barriers in a male-dominated industry transcend sports, offering valuable insights applicable to any field. We’re eager to see how she draws a line from these lessons in her own life and apply them to advisors.

4. Deep Dive Sessions on Trading

As a team who lives each day on the forefront of trading software, we’re particularly excited about the deep dive sessions Orion is offering on trading.

From improving trade execution speed to making informed decisions with powerful tools, these sessions promise to equip attending advisors with invaluable insights and actionable tactics to improve trading efficiency.

After you attend a deep dive session with Orion, stop by our team’s booth to tell us about what you’re taking home with you. After all, this is the content we’re here for!

5. Engage with Flyer Financial Technologies at Booth 316

As great as the sessions will be, the networking promises to be even better. There will be plenty of opportunities to connect with your fellow advisors — and hopefully, with partners like Flyer as well.

Our team wants to know: What takeaways are most important for your firm’s growth? How do trading and asset management factor into your strategic considerations?

Visit us at Booth 316 during the event to share your insights and thoughts. Together, we can empower each to other as we collectively shape the future of financial technology.

flyer at orion ascentOrion Ascent 2024 promises to be a transformative experience. Our team at Flyer is thrilled to be a part of the journey, and we look forward to connecting with you to exchange ideas that will drive innovation in our industry.

See you in San Diego!