Financial Planning

Written By Kellie Malone

I recorded this episode of the Financial Planning Podcast remotely via Zoom and edited it in Adobe Audition. It is entitled, “Finding the fintech that fits your life as an advisor, with CircleBlack CEO Lincoln Ross.”

The fintech veteran wants to help financial planners use their favorite digital tools without compromises or concessions. Here's how he plans to do it. Hosted by wealthtech reported at Financial Planning, Justin Mack.

Kellie Malone
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