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
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:
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:
The future of financial advisors is bright: TheBureau of Labor Statisticsexpects 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.
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.
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.