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Orion has officially introduced BeFi20, a behavioral finance tool developed by Dr. Daniel Crosby, to aid advisor-client money conversations. Dr. Crosby discusses Orion’s pursuit to have advisors utilize technology to help deepen client conversations, differentiate themselves and grow their firms.
THE FUTURE OF WEALTH MANAGEMENT IS DIGITAL, and cutting-edge technology is powering a new generation of growth-minded advisors. Find out more at WealthStack.
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