Oranj Blog


David Lyon

David Lyon
David Lyon is CEO and Founder of Oranj

Recent Posts

Podcast: Less Managing, More Advising

Posted by David Lyon on Mar 25, 2019 2:07:00 PM

Last week, I was a podcast guest on Becoming Referable, where I chatted with Steve Wershing & Julie Littlechild about how a better client experiences leads to happier clients, more referrals, and a more efficient business for advisors.  Follow the link below to listen to our conversation:

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Topics: Embracing New Technology, Advisor Resources, Podcasts

Podcast: Is the Future of Advisor Software Free?

Posted by David Lyon on Feb 4, 2019 9:38:27 AM

While the rest of the world offers free software like YouTube, Adobe, Evernote, Spotify, etc., financial services has resisted. I recently joined The Sara Grillo Podcast to discuss how this model may just be the future of financial advisor software.  You can follow the link below to listen to our conversation:

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Topics: Embracing New Technology, Advisor Resources, Podcasts

The Case for Free Fintech Software

Posted by David Lyon on Jun 4, 2018 3:30:00 PM

The old saying “you get what you pay for” isn’t always true, especially when it comes to technology applications for the financial services industry. Independent financial advisors shouldn’t automatically dismiss free software as inferior to paid solutions. 

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Topics: Embracing New Technology, Advisor Resources

Video: Technology Sector Discussion with Marsico Funds

Posted by David Lyon on Jun 1, 2018 1:00:00 PM

Brandon Geisler, Portfolio Manager with Marsico Funds, recently visited the Oranj office here in Chicago to discuss his perspective on the technology sector. Hear from Brandon & David Lyon, Oranj CEO, as they cover trends within the technology space to keep an eye on, what advisors should be looking out for, and what the market may have in store for us in the future.

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Topics: Embracing New Technology, Partner Updates

Three Ways to Generate Valuable Prospect Leads

Posted by David Lyon on Apr 24, 2018 8:30:00 AM

Although there has been much media coverage in recent years about the decline of referral marketing as the primary source of growth for financial advisory practices, referrals are critical for ensuring the success of independent advisors’ businesses.

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Topics: Client Relations

Steering Clients Through Market Volatility

Posted by David Lyon on Mar 8, 2018 9:51:00 AM

One of the most powerful advantages financial advisors has over robo advisory platforms is also the most obvious—being human. “The human touch” is more than just an expression in today’s wealth management industry, especially during periods of severe market volatility, like what we witnessed in early February.

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Topics: Industry News

3 Tips to Help Advisors Engage Better with Prospects

Posted by David Lyon on Feb 8, 2018 2:00:00 PM

Just as independent financial advisors need to provide clients with the personalized experience they want in order to keep their business, advisors have to engage with prospects on the latter’s terms in order to convert them to clients.

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Topics: Client Relations