By Alex Sauickie, President and CEO at CircleBlack Wealth managers are becoming acutely aware of the critical role technology plays in cultivating and preserving client relationships. As we approach the end of 2021, now is a great time to boost your firm’s digital...
By Alex Sauickie, President and CEO at CircleBlack For advisors leaving the comforts of a wire house for the benefits of having an independent practice, a smooth and efficient transition is key to ensuring their client base stays intact. And nothing is more critical...
