"The general purpose of the CircleBlack platform is to increase the trusted relationship between the advisor and his or her clients. We focus on that interaction with technology." - John Michel, CircleBlack
"Rather than engaging in a push and pull on the merits of digital marketing, we wanted to be able to demonstrate that there are firms having success in this way." Graig Norden, FreeWheel Marketing
"Our technology is not supplanting the advisor’s historical relationship, we’re in fact enhancing it. We’re not a robo product, we’re a bionic advisor product." JeremyFloyd, President & CEO, Finworx
“The paradigm of the client doing business with me on my terms has changed into me, the advisor, doing business with the client on their terms.” Jeremy Floyd, BPV Capital Management
.jpg)
