Oranj Blog


Zebra Smash Podcast with David Lyon: Going from planner to portal to platform

Posted by Oranj on Nov 4, 2019 4:12:02 PM

Oranj CEO David Lyon recently joined Ben Birken, CFP® and Roger Pine, CFP®, CFA on their Zebra Smash podcast. In true Zebra Smash podcast style, the conversation covered a lot of ground from the origins of Oranj to recent industry trends including commission free trading. Listen in for a few insights, laughs and some pontification!

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Topics: Podcasts, Thought Leadership

Podcast: Failure is a Step Closer to Succeeding

Posted by Oranj on Sep 20, 2019 4:34:47 PM

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!

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Topics: Podcasts, 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