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

Power Your Advice

English - March 16, 2023 18:27 - 22 minutes - 41.1 MB
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Previous Episode: Episode 155 – Reviving Real Estate to Demolish the Housing Crisis with Scott Clark

Next Episode: Episode 157 – The Right Toolkit for the Right Client with Andrew Krei

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 →