Posts by Johnny Sandquist
[Webinar] Compliance and Podcasting: Tips from Kyle Happe of Backstop Compliance Consulting
Has the thought of compliance ever put your podcasting hopes on hold? For many advisors, compliance can feel like a time-consuming (and costly) price to pay for any new marketing endeavor – but what if it didn’t have to be? In our latest webinar, we teamed up with Kyle Happe, Founder and Compliance Specialist at BackStop…
Read More[Webinar] Financial Advisor Marketing Problems (and how to solve them)
RIAs often know when their marketing isn’t working – but pinpointing why is a totally different ball game. From vague branding to too-large scopes, there are many ways to err in advisor marketing – and that doesn’t even include the compliance concerns plaguing many RIAs. In this webinar we cover common financial advisor marketing problems…
Read MoreAdam Holt and Jess Bost on Navigating the Future of Finance with Tech and Trust
This week, co-hosts Johnny Sandquist and Brodrick Lothringer sit down with Adam Holt, CFP®, ChFC®, CEO & Founder at Asset-Map. Stick around for the second half of the episode, where Jess Bost, RICP®, VP of Strategic Partnerships and Client Success at Alpha Architect, steps behind the mic to share her thoughts on the future of…
Read MoreJason Wenk & Dr. Meghaan Lurtz On Creating a Mission-Driven Culture in Financial Planning
Jason Wenk and Dr. Meghaan Lurtz sat down with Three Crowns’ Brodrick Lothringer and Johnny Sandquist to explore the human side of financial planning in this episode, recorded live at the 2023 Shift conference. With a deep-rooted belief in empowering financial advisors through innovative technology and a strong sense of purpose, Jason Wenk has played…
Read MoreCorey Westphal’s Vision for the Future of Finance: Mobile Assistant’s Rebrand
In this episode, Corey Westphal, CEO of Mobile Assistant, talks about his company’s rebranding journey with hosts Brodrick Lothringer and Johnny Sandquist. Corey Westphal, the CEO and founder of Mobile Assistant, has been a driving force in the world of dictation services for over a decade. With a background in medical transcription, Westphal has adapted…
Read MoreHow to Ask Clients the Right Questions, Featuring Brendan Frazier and Dr. Sarah Fallaw
Hosts Johnny and Brodrick discuss aligning financial plans with client needs through empathetic conversations with guests Brendan Frazier and Dr. Sarah Fallaw in this latest episode of On the Circuit. In today’s fast-paced and competitive financial world, it’s more important than ever for financial advisors to prioritize client relationships and create client-centered financial plans. By…
Read MoreBuilding Trust Begins with Conversations: Insights from Dr. Preston Cherry and Shana Sissel
Listen in as we catch up with Founder & President of Concurrent Financial Planning, Dr. Preston Cherry, AFC®, CFT-I™, CFP® at the 2023 SHIFT Conference. In the second half of the episode, hear insights from Founder & Chief Executive Officer of Banríon Capital Management, Shana Sissel. In the realm of financial planning, recognizing and…
Read MoreA Human-First Approach to Financial Planning with Ross Marino
Series two of On the Circuit is finally here – and we’ve got tons of great interviews to share from industry experts. This round of episodes was recorded at the SHIFT conference in San Antonio, Texas in March of 2023. There’s been one topic that seems to be on everyone’s minds in 2023: AI…
Read MoreOn The Circuit, Episode 11: Featuring Anthony Stich and Aaron Brodt
Subscribe Today’s episode was recorded at MarketCounsel Summit 2022. Listen in as Three Crowns CEO and Founder Johnny Sandquist talks new tech with Anthony Stich, Chief Revenue Officer at Entrustody, and Aaron Brodt, CEO of Amplify. With the possibility of a recession looming larger and larger, 2023 has both advisors and investors on their…
Read MoreTen Stock Photo Websites Financial Advisors Should Know in 2023
Images on your site can be an opportunity for you to quickly communicate important information to the people visiting your site. These are my top 10 stock photo sites for financial advisors.
Read More