Personal Relationships and Group Synergy
When you join ORBA, you join a FAMILY!
When you join the ORBA Family of Financial Professionals, you’ll be associated with some of the best brightest and most professional in the services industry. The power of the relationships you build and the synergy you experience will help you attain the level of professional and personal success.
The ORBA Family of Financial Professionals is not like other Financial Professional Groups. ORBA’s Financial Professional’s work together to help encourage each other to grow and succeed.
To encourage sharing and friendship amongst the ORBA Family of Financial Professionals, ORBA offers several interactive opportunities including:
Conference Call Study Book Teams
ORBA has teams that study and read industry/motivation driven books. The team participants call in to a monthly conference call to discuss the book and to learn from fellow financial professionals.
To Join a Conference Call Study Book Team, please contact Kathi Jacoway at 800.627.6722
Joint Sales
Many ORBA Financial Professionals who are brilliant in their particular specialty are willing to make joint sales. Many long lasting relationships have been formed from our financial professionals mentoring and helping each other in this capacity.
Knowledge For Success (KFS) Conference and Spring Training
ORBA’s Annual KFS Conference and Spring Training is a 2.5 day event that assembles ALL ORBA Financial Professional’s together. At KFS you will have the opportunity to share ideas with the best and brightest Financial Professionals in the industry.
ORBA Advisory Board
ORBA has an Advisory Board exclusively made up of ORBA’s Elite/Advanced Financial Professionals. These board members are appointed to hear your concerns and to advise ORBA’s Executive Staff. These board members are always available to talk or meet with you.
Please contact Thera Engle at 800.627.6722 to get a list of Advisory Board Members.
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Personal Relationships and Group Synergy


