Posts by Johnny Sandquist
Branding Without the Buzzwords: Ali McCarthy on Creativity and Client Experience
“Stop the jargon and connect more.” That was the rallying cry from Ali McCarthy, founder of Amplify Your Voice, during her interview at the 2025 RIA Edge conference in Nashville. In a short but insight-packed conversation, Ali sat down with Three Crowns CEO Johnny Sandquist to unpack what’s changing in financial advisor branding. From authenticity…
Read MoreHow Advisory Firms Can Win the Future: Culture, Talent, and Next-Gen Clients
As wealth shifts into the hands of younger generations and more women, advisory firms face a critical question: Are you built to serve tomorrow’s clients? In a recent video interview, Three Crowns Marketing CEO Johnny Sandquist sat down with Carina Diamond, CEO of GFP Private Wealth, to talk about what it really takes to grow…
Read MoreHow IRS Solutions Helps CPAs Become Proactive Advisors (Not Just Tax Preparers)
For years, the biggest frustration clients have with their accountants is that they only hear from them once a year. When? Right around tax time, when they need to collect documents to file taxes. David and Suzanne Stone, co-founders of IRS Solutions, are working to change that. In our latest video conversation from The Financial…
Read MoreThe Best Industry Conferences for Financial Professionals in 2025
Each year, we publish our list of the “best” conferences for wealth management professionals to attend. This year we’re taking a slightly different approach. See previous “Best Conferences for Financial Advisors” lists: 2024 | 2023 | 2022 There is no shortage of “best of” lists and Michael Kitces maintains a comprehensive list of practically every…
Read MoreContent Marketing for Financial Advisors to Attract More Clients
When you search “how to get clients for your financial business,” what’s the number one answer you see everywhere? Yes, “content marketing.” It’s like this phrase follows you around, popping up in every blog, every webinar, and every expert’s advice. And you’re probably thinking, “Ugh, this isn’t for me. I don’t have time for this,…
Read MoreThe 2025 T3 Tech Report Just Dropped—and Advisors Are Still Sleeping on the Most Important Tools
Every year, the T3/Inside Information Software Survey gives us all a peek under the hood of the wealth management industry’s tech adoption. And every year, we find the same thing: advisors doubling down on some trends while completely ignoring others that could actually help them grow their business. So, what’s the big takeaway from this…
Read MoreBoosting Client Engagement: Email Marketing for Financial Advisors
When you’re in a relationship, you know that communication is everything. If you don’t check in, show you care, or offer support when it’s needed, the relationship fades. The same goes for your clients. They don’t just need financial advice — they need to hear from you regularly to feel valued, informed, and confident in…
Read MoreFinancial Advisor Marketing Plan: 7 Steps to Attract Clients
Marketing might not be the first thing you think about when building your financial advising business. You’re busy helping clients, keeping up with market trends, and managing your practice. But if you don’t actively market yourself, how will people know about the value you bring to the table? The truth is, having a good marketing…
Read MoreBuilding Clients Through Digital Marketing for Financial Advisors
These days, you can’t afford to skip out on online marketing, especially with everything going digital and the market getting more crowded. Clients are looking for expert advice, and they’re turning to the internet to find it. So, how do you stand out and make real connections in the online world? Digital marketing for financial…
Read MoreThe Ultimate Guide to Lead Generation for Financial Advisors
Lead generation is not just about showcasing what you do as a financial advisor. It’s about connecting with people on a personal level and earning their trust, which is why it’s instrumental to master it. If you’re not reaching the right audience, you might be letting valuable opportunities slip through the cracks. And let’s face…
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