Posts by Johnny Sandquist
From Golf Pro to Fintech Leader: Brad Frey on Networking, 401ks, and Life
What can golf, parenting, and financial planning all teach us about building a meaningful career? For Brad Frey, now with Conquest Planning, the answer is more than you think. At Wealth Management EDGE 2025, Torie Happe and Johnny Sandquist sat down with Brad to hear how his journey from PGA golf pro to fintech leader…
Read MoreBreaking Free from Hustle Culture
What would your life be like if you could break free from hustle culture? What would your business look like if it was built around the life you actually want to live? That’s the question we dug into during a recent LinkedIn Live with longtime friend and executive coach, Jason Nachreiner, founder of Ridgetop Consulting.…
Read MoreFrom Tech to RIA: Anthony Stich on Family, Faith, and the Money Moment That Changed Everything
Anthony Stich (better known as “Mr. Purple” to some) has worn a lot of hats throughout his career in the wealth management: Marketing leader. Fintech executive. Conference main stage cornerstone. But now, he’s putting on an entirely new hat as he’s recently left the vendor side of the industry to join Moran Wealth Management as…
Read MoreHow to avoid a marketing hangover
Want to avoid a marketing hangover? 🍻 TL;DR: Make sure to create a plan for what you do AFTER a big launch. Not just before the launch. I get it. Launching something new creates a huge rush. There’s so much adrenaline, anxiety, and a (hopefully) healthy balance of fear and excitement. It’s like your whole…
Read MoreFearless Conversations: JC Abusaid on Leading Halbert Hargrove with Heart
One story about his grandmother and the tragic way she lost everything in Black Monday, tells you everything you need to know about why JC Abusaid, now CEO of Halbert Hargrove, chose a career in wealth management. In this episode of Money Chronicles, recorded live at the 2025 Wealth Management EDGE conference, JC opens up…
Read MoreOneVest’s Amar Ahluwalia and the Road to Reinventing Wealth Management
“I bought a very expensive car I couldn’t afford… and that mistake changed everything.” That’s how Amar Ahluwalia, now the CEO and co-founder of OneVest, described the financial misstep that played a role in sparking his entrepreneurial journey. In this episode of Money Chronicles, recorded live at the 2025 Wealth Management EDGE conference, Amar sat…
Read MoreWhy founder-led marketing is your best strategy
In marketing, there’s something called the 95/5 Rule. In short, it assumes that (especially in B2B) only 5% of your addressable market is actually “Ready to buy” at any given time. That might be disheartening for you, because if we’re all honest with ourselves most companies put all their energy into that 5%—and end up bludgeoning…
Read MoreEngineering Connection: Faith, Finance, and Finding Purpose in a Tech-Saturated World
“How do I engineer connection before someone ever meets me?” That question changed everything for Dr. Joshua Wilson, and it might just change the way you think about delivering financial advice and marketing for your own firm. At the 2025 Wealth Management EDGE conference, Money Chronicles co-hosts Johnny Sandquist and Torie Happe chatted with Dr.…
Read MoreKyle Van Pelt on Fueling Tech and Connection in Wealth Management
“Milemarker is the gasoline.” That’s how Kyle Van Pelt describes his company’s role within the wealth management tech ecosystem. In a quick interview at the 2025 RIA Edge conference in Nashville, the Milemarker co-founder and CEO sat down with Three Crowns CEO Johnny Sandquist to talk tech, data, and why the real promise of AI lies…
Read MoreBranding 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…
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