After meeting Sarah Toole and the CircleBlack team at XYPN Live, we knew we had to have them on the podcast. Many financial advisors are drowning in tech, juggling too many platforms that don’t talk to each other. Sarah joins us to break down a better way.

We dig into how fintech can actually make an advisor’s life easier instead of more complicated. Sarah shares how CircleBlack’s open architecture gives advisors the freedom to build the tech stack they want—without losing a unified view of their clients. Clunky systems and hidden fees? Not here.

Technology should simplify, not frustrate. We get into the biggest tech mistakes advisors make, what to look for in a platform, and how transparency in pricing is reshaping fintech.

If your tech feels more like a burden than a benefit, this episode is for you.

Social and Website:

www.circleblack.com

https://www.linkedin.com/company/circleblack-inc-/

https://www.linkedin.com/in/sarah-toole-787716aa/

Email: [email protected]

Music in this episode was obtained from Bensound.