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David Lyon CEO at Oranj is interviewed in this episode. With Oranj, financial advisors are directing resources more effectively to identify areas of opportunity and service the needs of their clients. Clients are able to have a deep personal relationship with a modern and convenient experience. Prospective clients are able to quickly and easily assess the value that a financial advisor can provide value. 

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To apply to become a featured co-author in one of Adam\'s upcoming books visit https://www.moneymatterstoptips.com/become-an-author