Posts by Johnny Sandquist
Collaboration over Competition and Managing Expectations of Next-Gen Advisors, with Thomas Pargett of Carson Wealth
“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…
Read MoreLeveraging Estate Planning as a Marketing Tool for Advisors, with Matt Morris of EncorEstate Plans
“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?…
Read MoreHiring the Right People and Bettering Yourself via Peer Networking, with David Stevens of Stevens Capital Partners
“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…
Read MoreConversations that Lead to Conversions and Effective Marketing Tactics for Advisors, with Lara Galloway of White Glove
“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…
Read MoreTop 10 Conferences for Financial Advisors in 2024
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…
Read MoreChanging the Consulting Game and Building on Data, with Doug Fritz of F2 Strategy
“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,”…
Read More5 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…
Read MoreThe Power of Industry Conferences and Professional Organizations, with Nate Hudson of Avior Wealth Management
“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…
Read MoreHolding Generational and Gendered Conversations and Retaining Diverse Voices, with Julie Johnson of XY Communication
“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…
Read MoreTackling Industry Trends and Taking a Holistic Approach, with Marlena Lee of Dimensional Fund Advisors
“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…
Read More