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The Ideal Welcome Email Sequence

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A Guide for Building a Strong Mentorship Program

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Scenes from the 10th Annual WealthManagement.com Industry Awards

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Fifteen of the Best Investment Books of All Time

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David Lyon

CEO and co-founder, Oranj

David Lyon is CEO and co-founder of Oranj, a Chicago-based provider of digital technology solutions for financial advisors.

Oranj

David’s Recent activity

The Case for Free Fintech Software

Jun 01, 2018

While some of the best software products out there are available for all to use, the financial advisory industry has been slow to embrace free technology.

Referrals Aren’t Dead

Apr 24, 2018

Three ways to generate valuable prospect leads.

Steering Clients Through Market Volatility

Mar 08, 2018

Technological innovation is a necessity today, but it’s no substitute for human relationships, expertise and guidance.

Three Tips to Help Advisors Engage Better with Prospects

Feb 08, 2018

Start by getting a feel for how much, and what type of information a prospect prefers.

Three New Year’s Resolutions for Independent Advisors

Dec 21, 2017

Ask yourself how well you and your team managed relationships with clients over the past year, and whether or not you achieved your business goals.

Three Things an Advisor Does That a Robo Can’t

Nov 09, 2017

It’s all about relationships and trust.

Does Your Service Model Serve You or Your Clients?

Oct 05, 2017

Consumer websites and mobile apps have become so effective at delivering a customized service experience that they have set a new bar for expectations.

Asset Managers Offer Advisors Far More Than Just Investment Products

Sep 08, 2017

Many asset managers offer portfolio construction, analysis and practice-management services in addition to the funds they sell.

Technology Works Best When Combined With Human Intelligence

Jul 07, 2017

Advisors don't need to fear robo advisors, but they need to adopt the technology to meet evolving client demand.

Experience is Key for Meeting Today’s Client Expectations

Jun 01, 2017

Think about how they prefer to interact with you, not you with them.

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