Impact Communications, Inc.
  • Home
  • About
    • Our Team
    • Our Clients
    • Unique Approach
    • Out and About
    • VIdeos
  • Advisors
    • Marketing & PR >
      • Media Placements
      • Examples of Impact Communications news releases
    • Branding and Websites >
      • Logo Gallery
      • Office Signage
      • Brochures and Campaigns
      • Websites
    • Advisor Coaching
    • How We Work
  • Institutions
    • Marketing Strategy
    • Public Relations >
      • Examples of Impact Communications news releases
    • Website Strategy
    • Speaking Engagements
    • Video Production
    • Group Programs
  • Journalists
  • News
    • 2021
    • 2020
    • 2019
    • 2018
    • 2017
    • 2016
    • 2015
    • 2014
    • 2013
    • 2012
    • 2011
    • 2010
    • 2009
    • 2008
    • 2007
    • 2006
    • 2005
  • Blog
  • Contact

Best Practices Blog

David Lyon of Oranj On: How Financial Advisors Can Galvanize Relationships with the Right Technology and Client Journey

5/23/2019

 
It’s always exciting to spend time with a visionary like David Lyon, founder and CEO of Oranj, an impressive free wealth management platform for advisors. David’s insights into the financial services industry are based not only on innovative research and all the tinkering and creation that comes with building a digital solution for advisor, but also a decade of experience as an RIA serving his own clientele in Chicago as well. His client-centric approach to fintech sets up some commonsense strategies that can help to protect and grow any independent financial advising business. Speaking with David was a real pleasure.

A transcript of the interview is posted below.

Read More
    Picture
    Picture

    About
    This Blog

    Welcome to the “Best Practices in the Financial Services Industry” blog, where you will find ideas and tips from Marie Swift, a nationally-recognized consultant who's worked with some of the top financial advisory firms nationwide for nearly twenty years, and special guests. This blog spotlights financial services firms and allied institutions that Swift deems as adopting "Best Practices" in the industry. From time to time, Swift also shares some of her own tools and ideas aimed at helping independent financial advisors.​

    Tweets by @marieswift

    Categories

    All
    ACP Alliance Of Comprehensive Planners
    Advisor Solutions
    Allan Slider
    Allianz
    Appreciative LIstening
    Bob Veres
    Brian Fricke
    Carl Richards
    CEG Worldwide
    Chip Simon
    Client Advisory Boards
    Client Driven Practice
    Conversations That Matter
    Daniel Crosby
    David Lyon
    Ed Jacobson
    FeeOnlyNetwork.com
    Fiduciary Voices
    FinTech
    Francesca McLin
    Haleh Moddasser
    Hanah Bryant
    Heather Kelly
    Holistiplan
    Howard Lutz
    Impact Communications
    Indigo Marketing
    Jack Bogle
    Jody Jacobson
    Joel Bruckenstein
    Joe Lukacs
    John Bowen
    Josh Cutler
    Kevin Lozer
    Magellan Network
    Marie Swift
    Mark Clure
    Marketing
    MarTech
    Meir Statman
    Michael Scarborough
    NAPFA
    Online Diagnostic Tool
    Online Gap Analysis
    Online Presence
    Oranj
    RIA Channel
    Robert Sofia
    Roger Pine
    Sam Brownell
    SEC Marketing Rule
    Shannon Stone
    Snappy Kraken
    Sonya Lutter
    Stephen Wershing
    Stratus Wealth
    Survey
    Swift Chat
    TD Ameritrade
    Tony D'Amico
    True Wealth Book
    Vanguard
    Victor Gaxiola
    Webinar

    Archives

    December 2020
    November 2020
    October 2020
    September 2020
    August 2020
    July 2020
    June 2020
    May 2020
    April 2020
    March 2020
    January 2020
    September 2019
    August 2019
    July 2019
    June 2019
    May 2019
    April 2019
    February 2019
    November 2018
    September 2018
    August 2018
    May 2018
    August 2017
    July 2017
    June 2017

Stay Connected
Picture
1-800-974-7753 | Info@ImpactCommunications.org
©2020 Impact Communications, Inc.
  • Home
  • About
    • Our Team
    • Our Clients
    • Unique Approach
    • Out and About
    • VIdeos
  • Advisors
    • Marketing & PR >
      • Media Placements
      • Examples of Impact Communications news releases
    • Branding and Websites >
      • Logo Gallery
      • Office Signage
      • Brochures and Campaigns
      • Websites
    • Advisor Coaching
    • How We Work
  • Institutions
    • Marketing Strategy
    • Public Relations >
      • Examples of Impact Communications news releases
    • Website Strategy
    • Speaking Engagements
    • Video Production
    • Group Programs
  • Journalists
  • News
    • 2021
    • 2020
    • 2019
    • 2018
    • 2017
    • 2016
    • 2015
    • 2014
    • 2013
    • 2012
    • 2011
    • 2010
    • 2009
    • 2008
    • 2007
    • 2006
    • 2005
  • Blog
  • Contact