Author: oranjwebsite

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Oranj’s all-in-one software powers every element of an advisory practice while reducing software costs and fees for advisers and investors – making the advice business more profitable.

White Paper: An Adviser’s Guide to Understanding Investors’ Digital DNA

While technology has transformed the way we consume information, goods, and services, it has not yet had the same impact on the way most individuals manage their personal finances and wealth.

However, the demand for financial advice – delivered by a human, digital or a hybrid platform – remains strong. With information from thousands of investors and advisers, this comprehensive white paper study outlines how advisers can use digital tools to collaborate with clients.

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Generational Client Transfer: Creating a Sustainable Client-base for the Future

Anyone who has attended a client appreciation event for a financial planning firm recently may have noticed that the majority of attendees fell into the same age bracket — and that age bracket was greying. Amidst this distinguished crowd, the coveted Millennial demographic seems to have gone missing — with the exception of the waiters and host firm analysts.Continue Reading…

The Current State of #Fintech: Save vs. Spend

When it Comes to Financial Literacy, #Fintech Is Dropping the Ball

Americans face serious challenges because we’re doing a lackluster job of managing our money, personally and as a nation. Our booming fintech industry could be part of the solution but is at risk of becoming part of the problem instead.Continue Reading…

Social Media Success for Your Advisory Practice

As a successful financial advisor, you know there’s more to networking than handshakes and exchanging business cards. Integrating digital touch points and social media consistently into your marketing efforts is the new normal – it helps you develop connections and further conversations that help grow your business. Continue Reading…

Harnessing the Power of the Influencer to Drive Growth

How you can woo not only your client but the influencers behind them.

I recently purchased a condo. Although I consider myself an independent person, I have an entourage of what I consider to be “personal advisors.” Throughout this purchasing decision, I relied heavily on these personal advisors for guidance. Since I am a stereotypical parent-loving Millennial, Mom and Dad are co-presidents of this imaginary advisory board. As my realtor took me from place to place, she seemed unaware of this personal advisor phenomenon. When I would return from showings my parents would bombard me with questions about the mortgage, the inspection, the property tax, etc. Although my realtor spoke in broad terms with me about these topics, she left out specifics. My parents recommended that I switch realtors and look for someone who has more experience with first-time buyers. The realtor lost my business because she didn’t take into consideration that my parents are influencers in my decision-making.Continue Reading…

Network to Find, Nurture, and Convert Prospects to Clients

As a successful financial advisor, you know there’s more to networking than handshakes and exchanging business cards. Your initial contact with a prospective client is only the first step in the process that nurtures your relationship and converts that prospect into your client.Continue Reading…

White Paper: The Generations Gap

What two things do most investors list as deal-breakers with an adviser?

What communication method do Millennials prefer more than Xers and Boomers combined? Investors of any age have certain universal needs, but their age does influence their particular wants. In order to get and keep clients, you need to recognize those.

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White Paper: Rise of the Digital Adviser

Becoming digitally-enabled gives you an advantage over both robo-platforms and traditional advisors. Technological advances in the wealth management industry were initially ignored.

However, with the rise and popularity of the “robo-advisor”, they were feared. Now? The chance to utilize a dynamic hybrid model – still human but with digital enhancements – is an unparalleled opportunity to reach more prospects, earn more profit, and retain more clients.

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Your Next Millennial Client

I know what you’re thinking: why bother? Millennials – also known as Generation Y – are young, lazy, and entitled.

At least that’s the stereotype. Many businesses and industries don’t see a lot of upside in going after them. The safe bet is targeting Gen Xers and their Baby Boomer parents, right?

Wrong.Continue Reading…