David Lyon on Less Managing, More Advising

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David Lyon is CEO and Founder of Oranj, the industry's first freemium wealth management platform, which helps financial advisors run a more efficient practice. He was previously the Principal of Main Street Financial, a $300m+ AUM multi-family office. David is also a speaker on financial technology trends and business analysis within the investment industry. Takeaway [...] The post David Lyon on Less Managing, More Advising appeared first on Becoming Referable.

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David Lyon is CEO and Founder of Oranj, the industry’s first freemium wealth management platform, which helps financial advisors run a more efficient practice. He was previously the Principal of Main Street Financial, a $300m+ AUM multi-family office. David is also a speaker on […]

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David Lyon on Less Managing, More Advising

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