Oranj Blog


Advisory Firms Must Adopt and Promote User-Friendly Digital Interfaces Now

Posted by David Lyon on May 31, 2019 11:41:43 AM

No matter where you sit, technology is a major part of our lives, both personal and professional. The decisions about what we use and how we use it varies widely, but more and more financial advisors recognize how critical it is to their business. Making choices about what platforms to use and which solutions to purchase however can be daunting.

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Topics: Embracing New Technology, Thought Leadership

3 Way to Improve Advisor Technology

Posted by Oranj on Apr 17, 2019 1:33:28 PM

While technology helps with practice efficiency and profitability, advisors acknowledge that clients are the prime beneficiaries of technology improvements. 

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Topics: Embracing New Technology, Thought Leadership

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

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

What Fintech Can Learn from the Music Industry's Evolution

Posted by Oranj on Dec 3, 2018 10:00:00 AM

David Lyon, founder and CEO of Oranj, is a former financial advisor turned fintech innovator. His career path also includes a stint in the music industry where he worked in a management role for Live Nation. In this informative video, David talks about the financial services industry – and what we can learn from the music industry.

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Topics: Embracing New Technology

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

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

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