Oranj CEO David Lyon joined Doug Heikkinen on the IRIS Permission to Succeed podcast to discuss the future of financial services, why fee-models need to change drastically and how Oranj is helping financial advisors thrive in today's challenging environment. Check it out!
In this Permission to Succeed episode, David Lyon and Iris host Doug Heikkinen uncover the real value proposition of advisors, the extent to which today’s advisors are adopting technology, and what makes Oranj 100% people-focused. David also shares why “total ignorance” is an entrepreneur’s bliss.
In this episode, you will learn:
- How Oranj helps advisors and their clients
- How and why fees need to change across the board
- What advisors can expect from a new generation of investors
- How David’s childhood influences helped shape him
- And much more.