Posts by Johnny Sandquist
Beyond the Logo: How a Rebrand Turns Identity into Impact with Corey Westphal
Watch the On-demand Webinar, “Beyond the Logo: How a Rebrand Turns Identity into Impact” In this webinar you’ll learn how to: What went into Mobile Assistant’s decision to update their brand identity How the updated brand has impacted the company and its marketing and sales What advisors should know about a rebrand before they decide…
Read MoreWhy Emotional Intelligence Leads to Referrals: How to Build Trust, Proactively Communicate and Increase Your Referrals in 2024
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’…
Read MoreLooking 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…
Read MoreThe Role of Custodians and Digital Marketing in Advisor Efficiency, with Tony Stich of Entrustody
“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…
Read MoreWhy Longevity Planning is the New Financial Planning, with Keena Pettijohn of Lifelogixs Strategic Consultancy Group
“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…
Read MoreUnlocking the Potential of Private Markets, with Ryan VanGorder of Opto Investments
“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…
Read MoreMost 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…
Read MoreTop 10 Most Popular Blogs in 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…
Read MoreBuilding Stronger Client Relationships Through Behavioral Finance, with Jerry Szatko of Unitifi
“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…
Read MoreWhy Liability Planning is the Next Differentiator for Financial Advisors, with Siddhartha Oza of Sora Finance
“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. Net worth equals assets minus liabilities. “You don’t need to have the Series 65 to know that equation,” Siddhartha Oza said. Siddhartha is co-Founder and…
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