Not giving up is 90% of the battle. Just ask David Lyon, founder and CEO of Oranj, an award-winning software company that serves up streamlined investment management. In this episode, host Doug Heikkinen and David uncover the real value proposition of advisors, the extent to which today’s advisors are adopting technology, and what makes Oranj … Continue reading Episode 17 – Failure Is a Step Closer to Succeeding — With David Lyon →