Oranj Blog


Maximizing Technology- What You Need to Know

The 93/25 divide:

  • 93 percent of individuals indicate they are engaged with social media at least weekly
  • only 25 percent of advisors say they interact with their clients via social media

Whether it's closing the digital divide with your clients via social media or assessing the flexibility of your tech stack, now is the time to reassess and plan for the headwinds of changing consumer demands and the increased cost of doing business. 

In his recent article published in Investments & Wealth Monitor, Oranj founder and CEO David Lyon provides three tips on navigating this complicated landscape.

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Topics: Embracing New Technology, Advisor Resources

Why It's Critical for Advisors to Look Outside Our Industry to Better Their Model

Posted by Oranj on Apr 1, 2019 9:54:19 AM
In this interview with marketing experts Stephen Wershing and Julie Littlechild, Oranj CEO and founder David Lyon talks about why it’s critical for financial advisors to look outside the financial services industry and at companies like Amazon
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Topics: Embracing New Technology, Advisor Resources, Podcasts

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

Should You Outsource Your Investment Management?

Posted by Scott MacKillop on Feb 20, 2019 12:00:00 PM

Depending upon which studies you look at, somewhere between 25% to 50% of all advisors outsource some or all their investment management functions.  But outsourcing is not for everyone.

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Topics: Advisor Resources

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

To Succeed Today, New Financial Advisors Need to Invest in Technology

Posted by Oranj on Jun 27, 2018 1:00:00 PM

The future of financial advisors is bright: The Bureau of Labor Statistics expects demand for advisors to grow at a rapid clip as savvier clients search for the best approaches to money management. Of course, becoming a financial advisor involves a significant investment in yourself through education, licensing, and building relationships.

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Topics: Embracing New Technology, Advisor Resources

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

The Hidden Cost of Portfolio Rebalancing

Posted by Oranj on Jan 4, 2018 3:30:00 PM

As many advisors know, portfolio rebalancing and optimization has many benefits for their clients. Investors’ portfolios can stay on track, reallocated due to changes in goals or risk tolerance, and even save money through tax efficient investment decisions.

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Topics: Embracing New Technology, Advisor Resources