Collaboration over Competition and Managing Expectations of Next-Gen Advisors, with Thomas Pargett of Carson Wealth

Thomas Pargett On the Circuit

“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. How do you view other advisors? It’s natural to view them as friendly (or not-so-friendly) competition. But according to our guest this week, the true…

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Leveraging Estate Planning as a Marketing Tool for Advisors, with Matt Morris of EncorEstate Plans

Matt Morris

“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. Almost every human has three fears regarding money. Will I have enough money to retire? Will I have enough money to live out my days?…

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Hiring the Right People and Bettering Yourself via Peer Networking, with David Stevens of Stevens Capital Partners

David Stevens

“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. If it were up to David Stevens, “people, places and things” would be “people, people and people.” The President and Founder of Stevens Capital Partners…

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Conversations that Lead to Conversions and Effective Marketing Tactics for Advisors, with Lara Galloway of White Glove

Lara Galloway

“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. Digital marketing and marketing automation are real timesavers for advisors, but without a human following up, they can be a complete waste of money. That’s…

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Top 10 Conferences for Financial Advisors in 2024

best conferences for financial advisors 2024 three crowns marketing

In past years, our “best of” conferences list has included lots of entries, but this year we’re capping it at ten. See previous “Best Conferences for Financial Advisors” Lists here: 2023 | 2022 But before we dive into our best conferences for 2024, let’s first begin by talking about the three things that we all…

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Changing the Consulting Game and Building on Data, with Doug Fritz of F2 Strategy

Doug Fritz

“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. With a good idea and good timing, Doug Fritz changed the consulting game in the wealth management industry. “The consulting business is feast and famine,”…

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5 Things I Changed My Mind About in 2023

We’re nearing the end of the year and with that, I always find myself looking back to reflect on what I learned in these (nearly) 12 months. George Bernard Shaw, the Irish playwright, once said that “Progress is impossible without change, and those who cannot change their minds cannot change anything.” What’s sticking out to…

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The Power of Industry Conferences and Professional Organizations, with Nate Hudson of Avior Wealth Management

Nate Hudson in On the Circuit

“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. Nate Hudson wouldn’t be the advisor he is today if he hadn’t joined the Financial Planning Association (FPA) in 2018. “It’s played a big role…

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Holding Generational and Gendered Conversations and Retaining Diverse Voices, with Julie Johnson of XY Communication

Julie Johnson

“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. Some advisors are content fishing in shallow waters. It’s safe and the outcomes are familiar.  Advisors have the opportunity to go deeper. It’s scary, vulnerable…

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Tackling Industry Trends and Taking a Holistic Approach, with Marlena Lee of Dimensional Fund Advisors

Marlena Lee

“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. Marlena Lee has the 411 on investment trends.  Does AI have staying power in the investment industry? What’s a positive trend advisors should implement? How…

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