On this week’s episode of the Financial Planning Podcast, Lincoln Ross talks about the importance of giving advisors true freedom of choice when it comes to selecting their tech.
Ross, the CEO and president of New Jersey-based fintech firm CircleBlack, said advisors are often trapped into prepackaged tech solutions that give them a few things they want, and a whole lot of stuff they don’t need. That’s why CircleBlack’s platform wants to let advisors use only their favorite tools and deliver a consistent, streamlined experience to their clients.
With more than a decade of experience as a leader at Envestnet before becoming CircleBlack’s leader earlier this year, Ross is also focused on helping advisors keep pace in a quickly evolving environment. He knows that the top tools of today can become old hat in an instant, so what’s next is just as important as what’s now.
During his conversation with FP Podcast host and lead editorial producer Justin L. Mack, Ross talks about how watching a lot of CNBC in college got him into financial…