Do I Need a New Website?

Some days it seems like very marketer on Earth wants to sell you a new website. So how do you know when you actually need one? How do you decide if you need a rebrand or just a simpler website update? Or none at all! Here’s the quick Litmus test:  Step 1: Review your traffic…

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Why Emotional Intelligence Leads to Referrals: How to Build Trust, Proactively Communicate and Increase Your Referrals in 2024

Webinar Julie Johnson

Watch the On-demand Webinar, “Why Emotional Intelligence Leads to Referrals: How to Build Trust, Proactively Communicate, and Increase Your Referrals in 2024” In this webinar you’ll learn how to: Develop the authentic self-confidence necessary to be an effective communicator Connect with female prospects and clients, which is key to firm growth Communicate proactively with clients’…

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Looking Ahead to the 2024 T3 Conference

The 20th annual Technology Tools for Today Conference is just two weeks away. As we look ahead at the agenda for the 2024 T3 Conference, there’s a mix of the new along with the expected that has us excited to take part in this year’s activities. If you’re still on the fence about attending, here’s…

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The Role of Custodians and Digital Marketing in Advisor Efficiency, with Tony Stich of Entrustody

Tony Stich

“On the Circuit” is a podcast where conversation sparks innovation, hosted by Johnny Sandquist from Three Crowns Marketing. This season, his guests include industry conference attendees from across the country. Why settle for good enough when the potential for more success requires very little adjustment? By applying digital marketing tactics — podcasts, websites, or videos…

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Why Longevity Planning is the New Financial Planning, with Keena Pettijohn of Lifelogixs Strategic Consultancy Group

Keena Pettijohn

“On the Circuit” is a podcast where conversation sparks innovation, hosted by Johnny Sandquist from Three Crowns Marketing. This season, his guests include industry conference attendees from across the country. Financial planning is out, longevity planning is in.  More than just a word swap, longevity planning takes into consideration a client’s health and ensures there’s…

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Unlocking the Potential of Private Markets, with Ryan VanGorder of Opto Investments

Ryan VanGorder

“On the Circuit” is a podcast where conversation sparks innovation, hosted by Johnny Sandquist from Three Crowns Marketing. This season, his guests include industry conference attendees from across the country. Ryan VanGorder, CEO of Opto Investments, is an adventure racer. With two or three other teammates, he hits checkpoints, crosses rivers, hikes mountains and even…

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Most Popular Podcasts of 2023

The year is coming to a close and the holiday break is the perfect time to catch up on all those podcasts you downloaded but didn’t get a chance to listen to earlier in the year. Our top 10 most-popular episodes of 2023 for On The Circuit are listed out below. Subscribe here to keep…

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Top 10 Most Popular Blogs in 2023

Most Popular Marketing Blogs of 2023

We’re looking back at the blog and topics you enjoyed most in 2023. So if you’re looking to quickly catch up on what’s interesting to other advisors and learn something new before the new year kicks in, check out our top 10 list of the most popular Three Crowns blog published in 2023. 1. Top…

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Building Stronger Client Relationships Through Behavioral Finance, with Jerry Szatko of Unitifi

Jerry Szatko

“On the Circuit” is a podcast where conversation sparks innovation, hosted by Johnny Sandquist from Three Crowns Marketing. This season, his guests include industry conference attendees from across the country. As humans, we love to define and be defined. Our thirst for personality quizzes seems endless — we’ll listen to legitimate research and Buzzfeed. We’ll…

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