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Good Technology leads to happy clients (Ep. 20)
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Circle Black CEO, Lincoln Ross, joins us this week to discuss how his company uses technology to help advisors serve client needs, something that has a lot of overlap with Rixtrema’s product. Yon and Lincoln break down how advisors go about getting a holistic picture of a client’s finances and the tech challenges Circle Black and Rixtrema are trying to solve.
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