Sponsored By
David Lyon

David Lyon

CEO and co-founder, Oranj

http://www.runoranj.com/

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

Latest from David Lyon

aol discs
WealthTech
The Case for Free Fintech SoftwareThe Case for Free Fintech Software
byDavid Lyon
Jun 1, 2018
3 Min Read
referrals
Client Relations
Referrals Aren’t DeadReferrals Aren’t Dead
byDavid Lyon
Apr 24, 2018
3 Min Read

All from David Lyon

stock market drop
Client Relations
Steering Clients Through Market Volatility
Steering Clients Through Market Volatility
Mar 8, 2018
|
3 Min Read
byDavid Lyon, CEO and co-founder
handshake
Growth Strategies
Three Tips to Help Advisors Engage Better with Prospects
Three Tips to Help Advisors Engage Better with Prospects
Feb 8, 2018
|
4 Min Read
byDavid Lyon, CEO and co-founder
human robot arm wrestling
WealthTech
Three Things an Advisor Does That a Robo Can’t
Three Things an Advisor Does That a Robo Can’t
Nov 9, 2017
|
3 Min Read
byDavid Lyon, CEO and co-founder
mobile apps
Client Relations
Does Your Service Model Serve You or Your Clients?
Does Your Service Model Serve You or Your Clients?
Oct 5, 2017
|
4 Min Read
byDavid Lyon, CEO and co-founder
investment portfolio
Business Planning
Asset Managers Offer Advisors Far More Than Just Investment Products
Asset Managers Offer Advisors Far More Than Just Investment Products
Sep 8, 2017
|
4 Min Read
byDavid Lyon, CEO and co-founder
humans and robot
WealthTech
Technology Works Best When Combined With Human Intelligence
Technology Works Best When Combined With Human Intelligence
Jul 7, 2017
|
4 Min Read
byDavid Lyon, CEO and co-founder
digital financial report
WealthTech
Experience is Key for Meeting Today’s Client Expectations
Experience is Key for Meeting Today’s Client Expectations
Jun 1, 2017
|
4 Min Read
byDavid Lyon, CEO and co-founder
Uber phone app
WealthTech
Pay Attention to DIY Investors to Provide the Experience They Want
Pay Attention to DIY Investors to Provide the Experience They Want
May 8, 2017
|
4 Min Read
byDavid Lyon, CEO and co-founder
digital money
WealthTech
Expensive Technology Presents Advisors with an Unacceptable Trade-Off
Expensive Technology Presents Advisors with an Unacceptable Trade-Off
Apr 6, 2017
|
4 Min Read
byDavid Lyon, CEO and co-founder
digital data
WealthTech
Advisors Don’t Need to Abandon Small Accounts
Advisors Don’t Need to Abandon Small Accounts
Jan 18, 2017
|
5 Min Read
byDavid Lyon, CEO and co-founder
robo
Business Planning
Three Tips To Remain Relevant In The Robo Era
Three Tips To Remain Relevant In The Robo Era
Jul 26, 2016
|
3 Min Read
byDavid Lyon, CEO and co-founder

Latest news

Robinood app phone
WealthTech
Robinhood Revenue Doubles, Fueled by Surge in Crypto Trading
Robinhood Revenue Doubles, Fueled by Crypto Trading

Feb 12, 2025

couple holding hands heart
Sponsored Content
Cupid Calling: The Power of the Re-Proposal
Cupid Calling: The Power of the Re-Proposal

Feb 12, 2025

CFPB office HQ
Regulation & Compliance
CFPB Disarray Puts Future Fintech, Bank Oversight Into Question
CFPB Disarray Puts Future Fintech, Bank Oversight Into Question

Feb 12, 2025

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