Orion Social | Blair Rumbaugh | Friends Activity https://social.orionadvisor.com/members/blair-rumbaugh/activity/friends/ Activity feed for Blair Rumbaugh's friends. Thu, 15 Oct 2026 15:20:36 -0500 https://buddypress.org/?v= en-US 30 hourly 2 4f8513c00565dc66a09f967abb5c3f57 Becca Sarratt and Kami Covey are now friends https://social.orionadvisor.com/activity/p/9937/ Wed, 15 Aug 2018 20:45:41 -0500 0 66266c2d83ef97f47dbc38c1dd1a5bb1 Becca Sarratt and Austin Wulff are now friends https://social.orionadvisor.com/activity/p/9905/ Fri, 10 Aug 2018 20:25:52 -0500 0 f784ccb4e9d4ebb2d43dc7014134e1e8 Becca Sarratt and Kayla Osterfoss are now friends https://social.orionadvisor.com/activity/p/9823/ Thu, 02 Aug 2018 15:38:36 -0500 0 2f5f4b61cae96245c2ea9160ee47ac97 Becca Sarratt started the topic Trends: Firm Level Goals in the forum Reporting https://social0.wpengine.com/forums/topic/trends-firm-level-goals/ Tue, 19 Jun 2018 15:22:11 -0500 What are they?

The Goals Dashboard in Trends gives you the ability to set monthly goals for your firm for the following options:

  • # New Accounts from New Clients
  • # New Clients
  • AUM
  • AUM from New Clients
  • Billed Amount
  • Management Fees

 

Setting Goals

Run Data Query ID 15428: Generate Goals to set firm goals. All goals entered will…[Read more]

]]> 0f482228af3a4141c39d726e9008db46 Becca Sarratt and Sharlene Vogel are now friends https://social.orionadvisor.com/activity/p/9331/ Mon, 11 Jun 2018 18:53:19 -0500 0 74967fb545b99333b49911a37412ef94 Becca Sarratt started the topic Checking the Status of your Printed Statements this Quarter in the forum Reporting https://social0.wpengine.com/forums/topic/checking-the-status-of-your-printed-statements-this-quarter/ Fri, 13 Apr 2018 18:26:02 -0500 Quarter End is coming to a close. If you use our Print Vendor, there is an easy way to check the status of your printed statements!

Go to the Report Batches app in Orion and in the Actions dropdown select View Quantum Jobs. This will allow you to see the date your file was received, the status, and when it was last updated.

Please reach out to…[Read more]

]]> 5098c7daa0101726b31025ed82e944b4 Melissa McCune's profile was updated https://social.orionadvisor.com/activity/p/8610/ Wed, 28 Mar 2018 15:14:44 -0500 0 fdad90cad5dee69276b7dff5c38e0eda Becca Sarratt and Jill Osmera are now friends https://social.orionadvisor.com/activity/p/8317/ Sat, 24 Feb 2018 20:39:57 -0600 0 fc9307228c3db461f4bb1480b3820fe7 Melissa McCune and Tanner Bock are now friends https://social.orionadvisor.com/activity/p/7397/ Thu, 14 Dec 2017 15:55:12 -0600 0 8d39f76c61dd8cb65f3b952a3407c099 Brad Corrigan and Tanner Bock are now friends https://social.orionadvisor.com/activity/p/7395/ Thu, 14 Dec 2017 15:55:09 -0600 0 ddd233058509b15e573855a7dcb8b9ea Becca Sarratt and Tanner Bock are now friends https://social.orionadvisor.com/activity/p/7394/ Thu, 14 Dec 2017 15:55:07 -0600 0 a43bca17e8fd59969771c524ecfc0c5b Becca Sarratt and Melissa Graves are now friends https://social.orionadvisor.com/activity/p/7041/ Tue, 07 Nov 2017 20:13:55 -0600 0 22c4e2840553c5cad430a1a606334a31 Jina Horton changed their profile picture https://social.orionadvisor.com/activity/p/6889/ Wed, 18 Oct 2017 18:22:21 -0500 0 d6c96a1dbdaef32937ac977d47588539 Melissa McCune and Amanda Steinspring are now friends https://social.orionadvisor.com/activity/p/6428/ Wed, 11 Oct 2017 18:52:22 -0500 0 2c1b54ae907a452f2d7c979bcf434dd1 Melissa McCune and Edward Sempek are now friends https://social.orionadvisor.com/activity/p/6372/ Wed, 04 Oct 2017 20:30:36 -0500 0 0317a643dd495e55084c6cfc5d984dd5 Brad Corrigan and Edward Sempek are now friends https://social.orionadvisor.com/activity/p/6369/ Wed, 04 Oct 2017 20:30:32 -0500 0 101c18982535af6ee3158b56d3215913 Becca Sarratt and Edward Sempek are now friends https://social.orionadvisor.com/activity/p/6368/ Wed, 04 Oct 2017 20:30:31 -0500 0 a5b7bc8b7ef632dde315f58322ac6676 Becca Sarratt and Kyle Wesley are now friends https://social.orionadvisor.com/activity/p/6205/ Fri, 22 Sep 2017 15:29:48 -0500 0 aa321aa9a45f77a950fd650c90e4c302 Becca Sarratt and Scott Bordelon are now friends https://social.orionadvisor.com/activity/p/6198/ Thu, 21 Sep 2017 22:49:52 -0500 0 869df296ca93cab7f4e83fadc1c97442 Becca Sarratt and Cathy Bailey/Castleview Partners, LLC are now friends https://social.orionadvisor.com/activity/p/6191/ Thu, 21 Sep 2017 20:10:47 -0500 0 d74ef4d3f956d3c08b65d9766cccbf9c Becca Sarratt and Kathy Beers are now friends https://social.orionadvisor.com/activity/p/6187/ Thu, 21 Sep 2017 19:14:36 -0500 0 312d81608cd067fd9458c737a72614b9 Becca Sarratt and Janice Bordelon are now friends https://social.orionadvisor.com/activity/p/6186/ Thu, 21 Sep 2017 19:09:47 -0500 0 3601a91d175ece58145a998577ff0bac Melissa McCune and Jason Slininger are now friends https://social.orionadvisor.com/activity/p/6080/ Mon, 11 Sep 2017 15:24:13 -0500 0 b44eb320f18ecd6dcc05730ea0657064 Brad Corrigan and Jason Slininger are now friends https://social.orionadvisor.com/activity/p/6077/ Mon, 11 Sep 2017 15:24:09 -0500 0 96098502ace073648f13615a716f5aa1 Becca Sarratt and Jason Slininger are now friends https://social.orionadvisor.com/activity/p/6076/ Mon, 11 Sep 2017 15:24:07 -0500 0 b834998a35cc801a307fc46b0fe72a26 Brad Corrigan and Lisa Valentine are now friends https://social.orionadvisor.com/activity/p/6057/ Fri, 08 Sep 2017 15:54:31 -0500 0 7f459301f8708ace595adfc0786c0970 Becca Sarratt and Bettina Adams are now friends https://social.orionadvisor.com/activity/p/5886/ Mon, 21 Aug 2017 19:42:12 -0500 0 74b674932272ed6f95e3a484e5adf95e Jina Horton posted a new activity comment https://social.orionadvisor.com/activity/p/5873/#acomment-5880 Mon, 21 Aug 2017 14:53:07 -0500 @allenpetersonwealth-com Absolutely! I’ll give you a call today to discuss this.

In reply to - Allen Padilla posted an update Hi @jina-horton, I hope you are doing well. You are my guru, sensei, master. I come to you with another question. Again, not necessarily a case question, but more of a learning […] ]]> 2da06692befad4a4ad03b96187e6dff5 Brad Corrigan and Candy Chrisman are now friends https://social.orionadvisor.com/activity/p/5876/ Fri, 18 Aug 2017 19:49:13 -0500 0 e2e2b9419d643ebd1c13d744b66d0f45 Becca Sarratt replied to the topic Advisory Fee Benchmark in the forum Reporting https://social0.wpengine.com/forums/topic/advisory-fee-benchmark/#post-2593 Thu, 10 Aug 2017 18:02:36 -0500 @cthornewrapmanager-com

I’m working with our Trends team to find out if those are filters that can be added and what it would take. I’ve also asked about your fee % question. I will follow up via email.

Regarding Ascent, I see you’re already invited to the Reporting trail. I did go ahead and send you an invite to the Reporting Expert trail as…[Read more]

]]> 27631e14aa371a8732b2156662636ad6 Zach Lindgren and Jeff Kliewer are now friends https://social.orionadvisor.com/activity/p/5654/ Fri, 28 Jul 2017 12:54:03 -0500 0 ecba7001174c0effc4f7d1b6aa909caf Zach Lindgren and Jared Jollensten are now friends https://social.orionadvisor.com/activity/p/5633/ Thu, 27 Jul 2017 14:41:10 -0500 0 78c0a155eb2b2a0fd40337a27453517d Becca Sarratt and Eric Addison are now friends https://social.orionadvisor.com/activity/p/5576/ Mon, 24 Jul 2017 13:05:33 -0500 0 cdf09731cfe9e11eaf9b716ea9ca729c Becca Sarratt and Dan Ciurej are now friends https://social.orionadvisor.com/activity/p/5565/ Fri, 21 Jul 2017 21:02:22 -0500 0 50de31dfbff23dc42812fddde3b8e0e8 Becca Sarratt and Matt Henry are now friends https://social.orionadvisor.com/activity/p/5564/ Fri, 21 Jul 2017 21:00:33 -0500 0 7bb7bcfcb39fb0c218c0c1aa68de63cf Becca Sarratt and Alexa Hansen are now friends https://social.orionadvisor.com/activity/p/5563/ Fri, 21 Jul 2017 20:58:05 -0500 0 b413c5223f606e3abeff6a9a27aa118b Becca Sarratt and Hayden Byrd are now friends https://social.orionadvisor.com/activity/p/5561/ Fri, 21 Jul 2017 20:53:10 -0500 0 6936a061594c7ec5bbdb97f5a43da66a Jina Horton started the topic in the forum Performance https://social0.wpengine.com/forums/topic/ascent-2017/ Mon, 17 Jul 2017 17:55:39 -0500 Ascent 2017 is quickly approaching! With 5 sessions dedicated to Performance, we’re sure you’ll leave the conference with a wealth of knowledge.

Which session are you most excited to attend and what are you hoping to gain from it?

Ascent 2017

Session#3 – Helping You Understand Your Client’s Performance – An In-Depth Experience
Session#6 – P…[Read more]

]]> 083335d59509f157a7c17762eabd26da Jina Horton started the topic in the forum Performance https://social0.wpengine.com/forums/topic/ascent-2017/ Mon, 17 Jul 2017 17:55:39 -0500 Ascent 2017 is quickly approaching! With 5 sessions dedicated to Performance, we’re sure you’ll leave the conference with a wealth of knowledge.

Which session are you most excited to attend and what are you hoping to gain from it?

]]> 30df8d3c866ff465c1111b6434817696 Becca Sarratt and Cody Norton are now friends https://social.orionadvisor.com/activity/p/5400/ Wed, 12 Jul 2017 18:05:00 -0500 0 0484c438f747cd3a447be07717e42b78 Becca Sarratt and Greg Elliott are now friends https://social.orionadvisor.com/activity/p/5183/ Fri, 30 Jun 2017 13:39:16 -0500 0 ad2365a14b851e5d5cbb6b0d75dd61c7 Brad Corrigan and Jim Cannon are now friends https://social.orionadvisor.com/activity/p/5119/ Wed, 28 Jun 2017 15:20:41 -0500 0 40abb7b814525cbff0ef896f2226f2d7 Zach Lindgren and Chris Downey are now friends https://social.orionadvisor.com/activity/p/5106/ Tue, 27 Jun 2017 21:54:28 -0500 0 da1909a84edc0bc192935b4760943ec0 Melissa McCune and Haley Knapp are now friends https://social.orionadvisor.com/activity/p/5021/ Mon, 26 Jun 2017 15:46:52 -0500 0 7ececc5ba978f45c4ea96ebe8830bd16 Jina Horton posted a new activity comment https://social.orionadvisor.com/activity/p/4946/#acomment-4965 Fri, 23 Jun 2017 15:53:57 -0500 @allenpetersonwealth-com It is always a pleasure to speak with you. Thank you…I’m happy to help!

In reply to - Allen Padilla posted an update @jina-horton, Thank you for sharing your awesomeness with us today. We always appreciate your kind and thoughtful service. You are one of a kind. ]]> 09195a70b8151ac8087333f48342a554 Jina Horton replied to the topic Unmanaged Asset Options in the forum Performance https://social0.wpengine.com/forums/topic/unmanaged-asset-options/#post-1535 Mon, 19 Jun 2017 19:12:06 -0500 Thank you, Brad. We are looking at tracking Change History for excluding Assets, but we want to make sure Composites handle them correctly. To be sure of this, we are talking to a third party verification firm to make sure Composites are handled correctly with this feature enabled. Thanks again!

]]> fcbc3cc00b50a47bc54130e55a6373ad Brad Corrigan and Jesse Heath are now friends https://social.orionadvisor.com/activity/p/4796/ Mon, 19 Jun 2017 17:32:38 -0500 0 9c1cbfc14f7400df781b2599681764a0 Brad Corrigan and Vilas Naralakattu are now friends https://social.orionadvisor.com/activity/p/4679/ Thu, 15 Jun 2017 14:17:15 -0500 0 2db25bbd9f28eaa6ae950edef8c9ffea Becca Sarratt started the topic Webinar Wednesday! 6/7/2017 in the forum Reporting https://social0.wpengine.com/forums/topic/webinar-wednesday-672017/ Wed, 07 Jun 2017 14:16:10 -0500 Join us today at 1:30 PM CST to get an in-depth overview of the Orion Report Builder tool and learn how you can use this application to create quality reports for your clients.

What are some of your favorite sub-reports in the Report Builder app?

]]> b1e0b6fcf2ae95e9b0b9a0b0f460624e Becca Sarratt started the topic Webinar Wednesday! 6/7/2017 in the forum Reporting https://social0.wpengine.com/forums/topic/webinar-wednesday-672017/ Wed, 07 Jun 2017 14:16:10 -0500 Join us today to get an in-depth overview of the Orion Report Builder tool and learn how you can use this application to create quality reports for your clients.

What are some of your favorite sub-reports in the Report Builder app?

]]>