Tag Archives: #Solutions

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 154 – Alternative Assets: Friction, Solutions, and Investments with Joe Ujobai



Joe Ujobai is the Chief Executive Officer at Alternative Investment Exchange (AIX), a digital platform built to improve the process for investing in alternatives and enable growth for the industry.

In this podcast, Doug and Joe discuss how AIX combines technology, workflows, and a great client experience to help the advisor get their investor into alternative investments.

They also discussed:

  • The background of AIX and what it offers from a tech perspective
  • How AIX works with and helps advisors be more successful
  • The current challenges that advisors are facing and what AIX is solving for them
  • How AIX helps reduce advisor’s friction and the other points of friction that can be seen from an industry-wide perspective
  • What types of alts advisors are looking for in their portfolios and why these specific ones 
  • How AIX is helping the overall alternative investment industry grow

 

Resources: 

AIX Alternative Investment Exchange