Oranj Blog


Podcast: Less Managing, More Advising

Posted by David Lyon on Mar 25, 2019, 2:07:00 PM
David Lyon
Podcast: Less Managing, More Advising

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:

Listen here ›

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David Lyon is CEO and Founder of Oranj

 

Topics: Embracing New Technology, Advisor Resources, Podcasts