Posts by Johnny Sandquist
Bitcoin, Boston, and Roblox: An Interview with Michael Halloran of MaxMyInterest
In this episode of Money Chronicles, Michael Halloran, Head of Partnerships at MaxMyInterest, shares his personal money story and reflects on his first memories of money with our hosts, Johnny Sandquist and Torie Happe. Want to skip the words and watch? Scroll down for the full video. He discusses the importance of saving and the…
Read MoreFinancial Advisor Marketing Essentials: What You Need to Know
Marketing is a game-changer for financial advisors who want to achieve business growth, especially when done right. It’s about connecting with the right people, showing them your expertise, and building relationships that last. We’ll go over financial advisor marketing essentials, which are just practical tips so that you can learn more and achieve your business…
Read MoreKey Takeaways from RIA Edge West 2024
If you weren’t able to attend RIA Edge West 2024, here’s a quick recap of what you missed — and why it’s worth paying attention to this conference as part of your 2025 travel schedule. From cutting-edge WealthTech partners to personalized client experiences, this year’s event provided some major insights for advisors looking for ways…
Read MoreDo 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…
Read MoreBeyond 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…
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