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.