Don’t blame the advisor, blame the tech stack.According to Tony Stitch, CRO of Entrustody, there’s no substitute for a custodian that improves an advisor’s efficiency and closes prospects. Tony hops on the podcast to discuss the qualities that advisors should be looking for in custodians — and how Entrustody is revolutionizing the industry by offering custody as a service. He also shares why digital marketing is important to embrace. Episode 45 of “On the Circuit” was recorded live from the Fearless Investing Summit in October 2023 in Miami.“On the Circuit” is a podcast where conversation sparks innovation, hosted by Johnny Sandquist from Three Crowns Marketing. Season 2 finds Johnny recording live conversations with guests at industry conferences like Fearless Investing Summit and Nebraska FPA Wealth Management Conference. In these insight-packed episodes, guests share advice and dreams for the future of the industry. Want to learn more about how Three Crowns can help you elevate your digital presence? Check out the links below to get started:Download our free ebook, 8 Steps to Launching a Podcast Your Ideal Clients Can't IgnoreLearn more about our marketing services

A client is so much more than their AUM. Their health and overall happiness are on their mind more than their finances. Traditionally, though, financial planning forces advisors to focus on managing portfolio risk and keeping their eyes on the hard numbers. Which is important, make no mistake — but it doesn’t tell the whole story.Keena Pettijohn, CEO and founder of Lifelogixs Strategic Consultancy Group, challenges advisors to think above and beyond AUM and portfolios. Who will execute decisions when the client is incapacitated? Do they have a health proxy and power of attorney?She shares her thoughts on how advisors can approach clients with these concerns and why longevity planning > financial planning.Episode 44 of “On the Circuit” was recorded live from the Fearless Investing Summit in October 2023 in Miami.“On the Circuit” is a podcast where conversation sparks innovation, hosted by Johnny Sandquist from Three Crowns Marketing. Season 2 finds Johnny recording live conversations with guests at industry conferences like Fearless Investing Summit and Nebraska FPA Wealth Management Conference. In these insight-packed episodes, guests share advice and dreams for the future of the industry.Want to learn more about how Three Crowns can help you elevate your digital presence? Check out the links below to get started:Download our free ebook, 8 Steps to Launching a Podcast Your Ideal Clients Can't IgnoreLearn more about our marketing services

As CEO of Opto Investments, Ryan VanGorder provides advisors with the software and platform to easily navigate the private markets. A well-balanced portfolio, one that will achieve a client’s end goals, includes both public and private investments.“Advisors are set out to manage toward benchmarks, manage toward return profiles,” Ryan said. “That will come with some beta market exposure, but to outperform that, they're going to need to figure out where the alpha engine really resides in those portfolios. And we're strong believers that the private markets are a provider of that.”Ryan joins us to share Opto’s story and how they’re making private markets more accessible to advisors, and the importance of including private investments in portfolios.Episode 43 of “On the Circuit” was recorded live from the Fearless Investing Summit in October 2023 in Miami.“On the Circuit” is a podcast where conversation sparks innovation, hosted by Johnny Sandquist from Three Crowns Marketing. Season 2 finds Johnny recording live conversations with guests at industry conferences like Fearless Investing Summit and Nebraska FPA Wealth Management Conference (Johnny loves a good industry conference). In these jam-packed episodes, guests share advice, insights and dreams for the future of the industry. Want to learn more about how Three Crowns can help you elevate your digital presence? Check out the links below to get started:Download our free ebook, 8 Steps to Launching a Podcast Your Ideal Clients Can't IgnoreLearn more about our marketing services

Communication is key in advisor-client relationships. “How do you communicate with clients effectively without understanding their behavior and personality?” Jerry Szatko, CEO of Unitifi, asks.Jerry and Unitifi, a wealth management technology, believe in behavioral finance as a tool to help advisors better communicate with clients. Jerry joins us to discuss how Unitifi identifies personality attributes and behaviors in clients and prospects, then provides advisors with tips on how to use those insights to strengthen relationships.Episode 41 of “On the Circuit” was recorded at the Nebraska FPA Wealth Management Conference in October 2023 in Omaha.“On the Circuit” is a podcast where conversation sparks innovation, hosted by Johnny Sandquist from Three Crowns Marketing. Season 2 finds Johnny recording live conversations with guests at industry conferences like Fearless Investing Summit and Nebraska FPA Wealth Management Conference (Johnny loves a good industry conference). In these jam-packed episodes, guests share advice, insights and dreams for the future of the industry. Want to learn more about how Three Crowns can help you elevate your digital presence? Check out the links below to get started:Download our free ebook, 8 Steps to Launching a Podcast Your Ideal Clients Can't IgnoreLearn more about our marketing services

Liability planning is not one of the usual services embedded in advisory practices, but Siddhartha Oza would like to see that changed – for the good of clients and advisors alike.According to Siddhartha, this gap is an opportunity for advisors to differentiate their practice and unlock AUM with their clients. Siddhartha is co-founder and co-CEO of Sora Finance, an AI-driven debt financing and management platform.Siddhartha joins us to discuss the importance of adding liability planning to your advisory practice and how Sora helps advisors do just that. He joins host Johnny Sandquist in a conversation recorded live from the Fearless Investing Summit in October 2023 in Miami.“On the Circuit” is a podcast where conversation sparks innovation, hosted by Johnny Sandquist from Three Crowns Marketing. Season 2 finds Johnny recording live conversations with guests at industry conferences like Fearless Investing Summit and Nebraska FPA Wealth Management Conference (Johnny loves a good industry conference). In these jam-packed episodes, guests share advice, insights and dreams for the future of the industry. Want to learn more about how Three Crowns can help you elevate your digital presence? Check out the links below to get started:Download our free ebook, 8 Steps to Launching a Podcast Your Ideal Clients Can't IgnoreLearn more about our marketing services

Competition in business is a tricky balance. A little bit is healthy and instigates creativity. Too much can hinder growth.In the realm of financial advice, individuals can all learn from each other, and both young and experienced advisors can benefit. As the president of FPA of Nebraska for 2023 and the VP of Advisor Development at Carson Wealth, Thomas Pargett, CFP®, lives by the mantra, “Collaboration over competition.”In this episode of “On the Circuit,” recorded at the Nebraska FPA Wealth Management Conference in October 2023 in Omaha, Thomas chats about his experience as a member of FPA and how he strives to create an inclusive community of advisors.“On the Circuit” is a podcast where conversation sparks innovation, hosted by Johnny Sandquist from Three Crowns Marketing. Season 2 finds Johnny recording live conversations with guests at industry conferences like Fearless Investing Summit and Nebraska FPA Wealth Management Conference (Johnny loves a good industry conference). In these jam-packed episodes, guests share advice, insights and dreams for the future of the industry. Want to learn more about how Three Crowns can help you elevate your digital presence? Check out the links below to get started:Subscribe to the Three Crowns newsletterLearn more about our marketing services

Nearly 68% of Americans don’t have an established will. That’s a cause for concern for both clients and advisors alike – but Matt Morris sees it as more of an opportunity than a problem. As CEO of EncorEstate Plans, Matt empowers advisors to create exceptional estate planning experiences for clients through technology and a human-centric approach.Matt joins us to discuss how EncorEstate Plans empowers advisors to provide and facilitate the estate planning process themselves, rather than pointing clients to an estate planning attorney. In this episode of “On the Circuit,” Matt discusses the relationship between estate planning and the generational wealth transfer, and the pitfalls and opportunities advisors face. He joins host Johnny Sandquist in a conversation recorded live from the Fearless Investing Summit in October 2023 in Miami.“On the Circuit” is a podcast where conversation sparks innovation, hosted by Johnny Sandquist from Three Crowns Marketing. Season 2 finds Johnny recording live conversations with guests at industry conferences like Fearless Investing Summit and Nebraska FPA Wealth Management Conference (Johnny loves a good industry conference). In these jam-packed episodes, guests share advice, insights and dreams for the future of the industry. Want to learn more about how Three Crowns can help you elevate your digital presence? Check out the links below to get started:Download our free ebook, 8 Steps to Launching a Podcast Your Ideal Clients Can't IgnoreLearn more about our marketing services

Any organization’s success boils down to people: you, the people you hire and the people you call clients.Stevens Capital Partners grew his business 4x in three years after coming onto the scene during the pandemic. David Stevens, President and Founder of Stevens Capital Partners says his people are responsible for that growth.In this episode of “On the Circuit” David shares the attributes he looks for in new hires and the value of local professional organizations in building peer relationships.This episode of “On the Circuit” was recorded at the Nebraska FPA Wealth Management Conference in October 2023 in Omaha.“On the Circuit” is a podcast where conversation sparks innovation, hosted by Johnny Sandquist from Three Crowns Marketing. Season 2 finds Johnny recording live conversations with guests at industry conferences like Fearless Investing Summit and Nebraska FPA Wealth Management Conference (Johnny loves a good industry conference).In these jam-packed episodes, guests share advice, insights and dreams for the future of the industry.Want to learn more about how Three Crowns can help you elevate your digital presence? Check out the links below to get started:Download our free ebook, 8 Steps to Launching a Podcast Your Ideal Clients Can't IgnoreLearn more about our marketing services

Digital and automated marketing introduce tremendous opportunities for advisors to find, reach and qualify more leads. But all the strong leads in the world mean nothing if advisors don’t get in front of these prospects and follow up. As Head of Partnerships at White Glove, Lara Galloway understands the balance between digital and traditional marketing efforts and has insight into how advisors can convert leads.In this episode of “On the Circuit,” Lara shares how advisors can humanize themselves and effectively reach prospects, especially with an educational approach. She joins host Johnny Sandquist in a conversation recorded live from the Fearless Investing Summit in October 2023 in Miami.“On the Circuit” is a podcast where conversation sparks innovation, hosted by Johnny Sandquist from Three Crowns Marketing. Season 2 finds Johnny recording live conversations with guests at industry conferences like Fearless Investing Summit and Nebraska FPA Wealth Management Conference (Johnny loves a good industry conference). In these jam-packed episodes, guests share advice, insights and dreams for the future of the industry. Want to learn more about how Three Crowns can help you elevate your digital presence? Check out the links below to get started:Download our free ebook, 8 Steps to Launching a Podcast Your Ideal Clients Can't IgnoreLearn more about our marketing services

Since acquiring Oakbrook Solutions in June 2023, F2 Strategy continues to refine their capabilities and hire experts in nuanced specialties like digital, data and CRM.With his combined experience as Chief Technology Officer and in the consulting space, Doug has a pulse on what’s next for the industry, and how advisors can scale it down into their business. He dives into the power of data and the untapped potential of industry executives in career transitions on this episode of “On The Circuit,” recorded live from the Fearless Investing Summit in October 2023 in Miami.“On the Circuit” is a podcast where conversation sparks innovation, hosted by Johnny Sandquist from Three Crowns Marketing. Season 2 finds Johnny recording live conversations with guests at industry conferences like Fearless Investing Summit and Nebraska FPA Wealth Management Conference (Johnny loves a good industry conference). In these jam-packed episodes, guests share advice, insights and dreams for the future of the industry. Want to learn more about how Three Crowns can help you elevate your digital presence? Check out the links below to get started:Download our free ebook, 8 Steps to Launching a Podcast Your Ideal Clients Can't IgnoreLearn more about our marketing services

All work and no play makes for a dull advisor. Industry conferences and professional organizations are fantastic ways to connect with like-minded individuals, build a network of centers of influence (i.e., attorneys, CPAs and more) and gather valuable takeaways for your business, yourself and your clients – not to mention have a little fun in the process.Nate Hudson would know as he hasn’t missed a continuing education event since joining the Financial Planning Association (FPA) in 2018. Nate is a Wealth Advisor at Avior Wealth Management and FPA Nebraska 2024 President-Elect.He joins “On the Circuit” host Johnny Sandquist this episode to share his plans as president and why advisors should consider joining a local, regional or national organization.This episode of “On the Circuit” was recorded at the Nebraska FPA Wealth Management Conference in October 2023 in Omaha.“On the Circuit” is a podcast where conversation sparks innovation, hosted by Johnny Sandquist from Three Crowns Marketing. Season 2 finds Johnny recording live conversations with guests at industry conferences like Fearless Investing Summit and Nebraska FPA Wealth Management Conference (Johnny loves a good industry conference). In these jam-packed episodes, guests share advice, insights and dreams for the future of the industry. Want to learn more about how Three Crowns can help you elevate your digital presence? Check out the links below to get started:Download our free ebook, 8 Steps to Launching a Podcast Your Ideal Clients Can't IgnoreLearn more about our marketing services

Curiosity and vulnerability are the keys to building an authentic, diverse firm, says Julie Johnson, President and CEO of XY Communication. When you know yourself, you can attract the right clients. And now is a crucial time as ever for advisors to embrace authenticity — the generational wealth transfer is around the corner and more females and younger adults under the age of 55 will hold assets under management. These populations yearn for a safe, transparent, friendly financial professional and “emotional partner” as Julie Johnson says.She joins “On The Circuit” host Johnny Sandquist in a conversation recorded live from the Fearless Investing Summit in October 2023 in Miami.The two discuss the power of a human-first, holistic approach and how to build a firm that attracts and retains more diverse advisors. “On the Circuit” is a podcast where conversation sparks innovation, hosted by Johnny Sandquist from Three Crowns Marketing. Season 2 finds Johnny recording live conversations with guests at industry conferences like Fearless Investing Summit and Nebraska FPA Wealth Management Conference (Johnny loves a good industry conference). In these jam-packed episodes, guests share advice, insights and dreams for the future of the industry. Want to learn more about how Three Crowns can help you elevate your digital presence? Check out the links below to get started:Download our free ebook, 8 Steps to Launching a Podcast Your Ideal Clients Can't IgnoreLearn more about our marketing services

Trends come and go. Some stick around and have a lasting impact. Others are forgotten as quickly as they arrived.The Global Head of Investment Solutions at Dimensional Fund Advisors, Marlena Lee, dishes on both in this episode of “On the Circuit.” Marlena chats with host Johnny Sandquist on investment fads like AI, holistic approaches and silver bullets. They discuss which have staying power and how advisors can communicate with clients who inquire about them. This episode of “On the Circuit” was recorded at the Nebraska FPA Wealth Management Conference in October 2023 in Omaha.“On the Circuit” is a podcast where conversation sparks innovation, hosted by Johnny Sandquist from Three Crowns Marketing. Season 2 finds Johnny recording live conversations with guests at industry conferences like Fearless Investing Summit and Nebraska FPA Wealth Management Conference (Johnny loves a good industry conference). In these jam-packed episodes, guests share advice, insights and dreams for the future of the industry. Want to learn more about how Three Crowns can help you elevate your digital presence? Check out the links below to get started:Download our free ebook, 8 Steps to Launching a Podcast Your Ideal Clients Can't IgnoreLearn more about our marketing services

Tom Fields, CEO and founder of Fynancial, joins “On The Circuit” host Johnny Sandquist in a conversation recorded live from the Fearless Investing Summit in October 2023 in Miami.Fynancial is a social financial platform that’s already making waves in the wealth management industry since its founding in 2022. During his time as an advisor, Tom saw a communication gap. Between social media, email, texts and the client portal, how could an advisor ensure clients received the right information? Fynancial brings familiar social media features (i.e., scrolling, tapping and push notifications) to a traditional client portal. Communication is easier for advisors and the UX experience has never been simpler for clients. In this episode, Tom shares his thoughts on the communication gap between advisors and clients, and how Fynancial can help strengthen existing client relationships.“On the Circuit” is a podcast where conversation sparks innovation, hosted by Johnny Sandquist from Three Crowns Marketing. Starting with episode 31, we find Johnny at the Fearless Investing Summit (he loves a good industry conference). In these jam-packed episodes, his guests share advice, insights and dreams for the future of industry. Want to learn more about how Three Crowns can help you elevate your digital presence? Check out the links below to get started:Download our free ebook, 8 Steps to Launching a Podcast Your Ideal Clients Can't IgnoreLearn more about our marketing services

Season 2 of On The Circuit kicks off with host Johnny Sandquist talking to Tricia Rothschild at the Fearless Investing Summit October 2-4.  In this episode, Tricia talks about Nitrogen’s recent rebrand, the future of Wealthtech and the growth potential for advisors and clients at the intersection of wealth and retirement.Tricia has served as a board member for Nitrogen since January 2022. Also a sought-after consultant, she spent 26 years of her illustrious career as Chief Product Officer and Co-head of Global Markets at Morningstar.On the Circuit is a podcast where conversation sparks innovation, hosted by Johnny Sandquist from Three Crowns Marketing. Starting with episode 31, we find Johnny at the Fearless Investing Summit (he loves a good industry conference). In these jam-packed episodes, his guests share advice, insights and dreams for the future of industry. Want to learn more about how Three Crowns can help you elevate your digital presence? Check out the links below to get started:Download our free ebook, 8 Steps to Launching a Podcast Your Ideal Clients Can't IgnoreLearn more about our marketing services

In the season finale of On the Circuit, John O’Connell of Oasis Group joins Three Crowns CEO Johnny Sandquist to discuss the growing need for values-based investing, navigating the Great Wealth Transfer, the importance of cybersecurity education and the future of AI in fintech.With over 30 years of experience, O’Connell has an inside look at where firms are succeeding and struggling with new technology and changing client expectations. One hurdle he doesn’t see going away anytime soon is the security risks associated with AI-generated “deep fake” scams – in which hackers and scammers gain access to sensitive financial data and assets through voice cloning technology. But O’Connell reminds us that there are certain protective measure firms can – and should – use to combat such risks. Learn more from this industry expert in our latest episode, and we’ll see you next season!Want to learn more about how Three Crowns can help you create your own podcast? Check out the links below to get started:Download our free ebook, The Advisor's Guide to Starting a PodcastConnect with a member of our podcasting teamLearn more about starting your own podcast

In this episode of the On the Circuit podcast, Johnny Sandquist sits down with Angie Herbers, Founder of Herbers & Company, to discuss the challenges faced by advisory firms in achieving sustainable organic growth. She also categorizes industry experts into three groups: specialists (who focus on a specific area like marketing or management training), coaches (who work on influencing executive team behavior) and consultants like Herbers & Company (who look at the business as a whole and offer holistic solutions).Click “Play” to learn more from this industry veteran and watch your firm grow to new heights. Want to learn more about how Three Crowns can help you create your own podcast? Check out the links below to get started:Download our free ebook, The Advisor's Guide to Starting a PodcastConnect with a member of our podcasting teamLearn more about starting your own podcast

In this episode, Philipp Hecker sheds light on Bento Engine's value proposition, emphasizing the significance of offering proactive advice to clients during life events and age-based milestones. He explains how Bento Engine, an integrated technology and content solution, uses APIs to scan an advisor's entire book of business, identifying opportunities for actionable advice. When potential moments that matter are detected, the platform not only alerts the advisor but also equips them with compliance-approved, impactful content in multiple formats for seamless communication with clients.Want to learn more about how Three Crowns can help you create your own podcast? Check out the links below to get started:Download our free ebook, The Advisor's Guide to Starting a PodcastConnect with a member of our podcasting teamLearn more about starting your own podcast

As a seasoned professional in advisor WealthTech, Diana Cabrices is adept at creating powerful narratives for innovative solutions providers. In her role today as Fractional Chief Evangelist and Founder at Diana Cabrices Consulting, she lends her voice to help businesses share their unique stories in the most compelling way – but what does that look like on a day-to-day basis?Today, Cabrices joins On the Circuit to share all about her journey combining vast industry knowledge with SEO to capture audiences and revolutionize marketing in wealth management. Want to learn more about how Three Crowns can help you create your own podcast? Check out the links below to get started:Download our free ebook, The Advisor's Guide to Starting a PodcastConnect with a member of our podcasting teamLearn more about starting your own podcast

As GM and Head of Engagement at MarketCounsel and Hamburger Law, Ryan Marcus has a wealth of knowledge on what it takes to find success in wealth management. His previous work at United Capital, RIA in a Box, Morgan Stanley and other big-name wealth management companies have made him a subject matter expert in the industry – and now, he’s sharing those insights with our On the Circuit listeners. In this episode, Marcus discusses trends in breakaways and M&As, including how evolving fintech is encouraging more firms than ever to consider independence. That RIA experience, however, comes with its own set of risks. Listen in to learn more about how advisors can best navigate the current financial landscape to optimize client outcomes and economic success. Want to learn more about how Three Crowns can help you create your own podcast? Check out the links below to get started:Download our free ebook, The Advisor's Guide to Starting a PodcastConnect with a member of our podcasting teamLearn more about starting your own podcast