Posts by Johnny Sandquist
Boardwalk Empire: How Future Proof Reinvents the Meaning of a Conference
“We had the experience but missed the meaning, And approach to the meaning restores the experience In a different form, beyond any meaning We can assign to happiness.” ~ T.S. Eliot, Four Quartets Once an industry conference ends, LinkedIn tends to be flooded with posts reminiscing on the week, tagging friends and colleagues, and assessing…
Read MoreWill AI Search Replace Google for Financial Advisors?
You’ve probably seen the headlines and hot takes like these: “AI is killing search.” “No one uses Google anymore.” “If you aren’t showing up in ChatGPT, you won’t win clients anymore.” I love a hot take as much as the next guy, but let’s put on the brakes a bit. The data doesn’t support this…
Read MoreFrom Golf Pro to Fintech Leader: Brad Frey on Networking, 401ks, and Life
What can golf, parenting, and financial planning all teach us about building a meaningful career? For Brad Frey, now with Conquest Planning, the answer is more than you think. At Wealth Management EDGE 2025, Torie Happe and Johnny Sandquist sat down with Brad to hear how his journey from PGA golf pro to fintech leader…
Read MoreBreaking Free from Hustle Culture
What would your life be like if you could break free from hustle culture? What would your business look like if it was built around the life you actually want to live? That’s the question we dug into during a recent LinkedIn Live with longtime friend and executive coach, Jason Nachreiner, founder of Ridgetop Consulting.…
Read MoreFrom Tech to RIA: Anthony Stich on Family, Faith, and the Money Moment That Changed Everything
Anthony Stich (better known as “Mr. Purple” to some) has worn a lot of hats throughout his career in the wealth management: Marketing leader. Fintech executive. Conference main stage cornerstone. But now, he’s putting on an entirely new hat as he’s recently left the vendor side of the industry to join Moran Wealth Management as…
Read MoreHow to avoid a marketing hangover
Want to avoid a marketing hangover? 🍻 TL;DR: Make sure to create a plan for what you do AFTER a big launch. Not just before the launch. I get it. Launching something new creates a huge rush. There’s so much adrenaline, anxiety, and a (hopefully) healthy balance of fear and excitement. It’s like your whole…
Read MoreFearless Conversations: JC Abusaid on Leading Halbert Hargrove with Heart
One story about his grandmother and the tragic way she lost everything in Black Monday, tells you everything you need to know about why JC Abusaid, now CEO of Halbert Hargrove, chose a career in wealth management. In this episode of Money Chronicles, recorded live at the 2025 Wealth Management EDGE conference, JC opens up…
Read MoreOneVest’s Amar Ahluwalia and the Road to Reinventing Wealth Management
“I bought a very expensive car I couldn’t afford… and that mistake changed everything.” That’s how Amar Ahluwalia, now the CEO and co-founder of OneVest, described the financial misstep that played a role in sparking his entrepreneurial journey. In this episode of Money Chronicles, recorded live at the 2025 Wealth Management EDGE conference, Amar sat…
Read MoreWhy founder-led marketing is your best strategy
In marketing, there’s something called the 95/5 Rule. In short, it assumes that (especially in B2B) only 5% of your addressable market is actually “Ready to buy” at any given time. That might be disheartening for you, because if we’re all honest with ourselves most companies put all their energy into that 5%—and end up bludgeoning…
Read MoreEngineering Connection: Faith, Finance, and Finding Purpose in a Tech-Saturated World
“How do I engineer connection before someone ever meets me?” That question changed everything for Dr. Joshua Wilson, and it might just change the way you think about delivering financial advice and marketing for your own firm. At the 2025 Wealth Management EDGE conference, Money Chronicles co-hosts Johnny Sandquist and Torie Happe chatted with Dr.…
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