Webinars

For advisors going independent, producing monthly or quarterly performance reports is unfamiliar ground. Without a documented process and technology to implement a system, performance reporting can be overwhelming.

In this webinar, you’ll learn about:

• Daily, weekly, and monthly tasks in producing and distributing reports to clients
• Common mistakes to avoid
• Benefits of outsourcing reporting tasks
• Print and mail versus online reporting
• Online reporting integration tools
• Integrating reporting workflow with your CRM

Attendees will be eligible to receive a worksheet documenting a workflow for client reporting that’s proven to work at hundreds of RIAs.

Presenters are Randy Lambert and Bill Wostoupal of Orion Advisor Services, which has provided performance reporting services and technology to RIA's for over a decade.