Episode 156 – Packaging Client Solutions to Deliver Efficiency with Lincoln Ross

Power Your Advice
16/03/2023 22 min
Episode 156 – Packaging Client Solutions to Deliver Efficiency with Lincoln Ross

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Episode Synopsis

Lincoln Ross is the CEO and President of CircleBlack. CircleBlack provides financial advisors with technology that aggregates data, seamlessly integrates other financial applications, manages data from multiple custodians, and delivers actionable intelligence about client portfolios, and more. In this podcast, Doug and Lincoln look into the inefficiencies in advisor practice from CircleBlack’s standpoint, and the … Continue reading Episode 156 – Packaging Client Solutions to Deliver Efficiency with Lincoln Ross →

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