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Zebra Smash - Real Financial Planners | Real Conversations


Oct 14, 2019

Did we talk to David Lyon, founder of Oranj, for an entire hour and completely forget to ask him how he came up with the name Oranj?  Yes.  Yes we did.

That one will have to remain a mystery.  But we covered just about everything else in this conversation.  What was it like to build a tech company as an advisor?  What need does Oranj fill, and how does it fill it?  What's happening in advisor tech today?  What's coming soon?