Tag Archives: #CircleBlack

Episode 183 – Uncovering Hidden Pain Points in RIA Practices with Lincoln Ross



Lincoln Ross sits as the President & CEO of CircleBlack: the all-in-one wealth platform for the relationship-focused advisor.

Lincoln and Doug talk through the challenges RIAs encounter when striving to provide top-notch client experiences while also managing portfolios effectively.

They also discussed:

  • The common hurdles faced by RIAs throughout their professional journeys.
  • Real-world examples highlighting how these challenges impact the day-to-day operations and long-term growth of RIAs.
  • Less talked about pain points, such as managing small accounts, billing complexities, and establishing brand identity, are examined for their significance.
  • Strategies employed by RIAs to overcome these challenges, including technology adoption and communication methods.
  • Data security concerns in the financial sector and how RIAs are adapting to shifts in technology to ensure the safeguarding of client data.

 

Resources: 

CircleBlack


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



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 solutions their all-in-one platform provides.

They also discussed:

  • The demand for convenience in the financial services industry and why the transformation is needed
  • The advisor and client exchanges that can and should be offloaded to technology rather than be face to face
  • CircleBlack’s all-in-one platform, including all of the capabilities that an advisor needs to deliver advice to their clients
  • Client retention and communication

 

Resources: 

CircleBlack, Inc.