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Orion (Orion Advisor Solutions)

Wealth technology company for advisory firms; runs Advisor Academy with free CE courses for financial advisors.

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The Growing Influence of AI in the Industry and How Advisors Can Use It (Orion Advisor Academy)Orion (Orion Advisor Solutions)You learn what ChatGPT can and cannot do, where AI helps or hurts an advisory practice, and the dos, don'ts and ethics of using it with clients, earning one CFP or IWI CE hour.TrainingFree