Bridging the Communication Gap and Reaching Next-Gen Clients, with Tom Fields of Fynancial

Tom Fields 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 are conference attendees of the Fearless Investing Summit, Nitrogen’s annual conference.  Chances are you’ll scroll on your phone while listening to this podcast. Tom Fields would probably be fine with that. Social media…

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Rebranding Riskalyze to Nitrogen and the Future of Tech Stacks, with Tricia Rothschild of Nitrogen

Tricia Rothschild 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 are conference attendees of the Fearless Investing Summit, Nitrogen’s annual conference.  What’s in a name? Tricia Rothschild says everything.  The name explains the game, for lack of a better rhyming word. The rebrand…

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Three Crowns Enhances Custom Advisor Websites with Integration of Testimonial Tools from Wealthtender

Wealthtender integration

Three Crowns Marketing, a leading branding and digital media agency specializing in financial services, has announced a new integration with Wealthtender, the leading find-an-advisor website for consumers and provider of Certified Advisor Reviews™. The new integration seamlessly embeds the customer testimonials an advisor collects through Wealthtender into their custom Three Crowns website, providing a simple…

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Three Crowns Marketing Announces Integrated Lead Gen with Nitrogen for Custom Advisor Websites

Nitrogen Integration

Are you a Nitrogen advisor? Click here to get started with a Three Crowns website and claim your discount through the end of the year. Three Crowns Marketing, a leading branding and digital media agency specializing in financial services, has announced a new integration with Nitrogen, makers of the industry’s most popular risk tolerance, portfolio…

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Teaching Money Accountability and Navigating AI in Wealth Management, with Kristen Schmidt of RIA Oasis

Kristen Schmidt

As individuals in the wealth management industry, we excel at advising people what to do with their money. But how did we get here? Money Chronicles aims to personalize the industry with featured guests sharing their unique stories and experiences with money, from piggy banks to 401(k)s.  “Are you ready to order?” The common exchange…

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Lessons in Financial Responsibility: Alison Susko’s Story

Alison Susko on Money Chronicles

As professionals in the wealth management industry, many people excel at helping people know what to do with their money. But how did we all get here in the first place? Money Chronicles aims to personalize the industry by featuring guests sharing their unique stories and experiences with money, from piggy banks to 401(k)s.  Money…

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[Webinar] Clients to Advocates with Niki Clark

Man watching a webinar on computer screen

How do you turn clients into advocates? In this webinar, we cover: The importance of proactive client communication and relationship management How to personalize client interactions and deliver exceptional service Strategies for client retention and loyalty-building initiatives Hosts: Johnny Sandquist, CEO of Three Crowns Marketing, and Niki Clark, CEO of Niki Clark Marketing Ready to…

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