Posts by Justine Young
Advisor Websites: 5 Things You Need to Make Your Site Pop
Your website is often your first chance to make an impression on prospective clients – especially since 76% of consumers look at online presence before visiting in-person. To help you create a compelling online platform, we’ve compiled a list of five essential elements that every advisor website needs. From personalization to engaging content, these components…
Read MoreA Content Repurposing Workflow for Financial Advisors
The internet is a crowded space – in fact, there’s nearly five billion people on the internet across the globe. With so many people in the room, it can be difficult to get your firm to stand out. One of the most tried and true ways of gaining prospects’ and clients’ attention is probably the most…
Read MoreJohn O’Connell on Values-based Investing, the Cybersecurity Education and the Future of AI in Fintech
In our final episode of this season’s On the Circuit, we’re sitting down with John O’Connell of Oasis Group to discuss values-based investing, the Great Wealth Transfer, cybersecurity education and the future of AI in fintech. As Founder of Oasis Group and author of Rise of the Activist Investor, John O’Connell is putting his 30+…
Read MoreAngie Herbers on Organic Growth for Financial Planners in a post-COVID World
In this week’s episode, Angie Herbers of Herbers & Company joins On the Circuit to discuss the challenges of organic growth for financial professionals. In today’s podcast, Angie Herbers discusses the process of selecting the right consultant for financial advisory firms. She categorizes experts into three groups: specialists (who focus on a specific area like…
Read MoreThe Financial Advisor’s Guide to Understanding Google Analytics 4 (GA4)
Analytics are like the Goldilocks of measuring your marketing dollars: They are one of the most powerful tools to measure whether you’re spending too much, too little or just right. One of the most popular tools for measuring marketing metrics is Google Analytics. It’s free, it’s relatively simple to install and use, and it’s powered…
Read MorePhilipp Hecker on Mastering Actionable Advice for Client Engagement
In this week’s episode of On the Circuit, host Johnny Sandquist sits down with Bento Engine’s Co-founder and CEO, Philipp Hecker. Listen in as they discuss the next frontier of financial planning, Bento Engine’s platform and how advisors can empower clients with actionable advice. Today’s discussion revolves around the evolving landscape of the wealth management…
Read MoreDiana Cabrices on the Art of Unique Positioning and Fractional Evangelism
This week, Diana Cabrices of Diana Cabrices Consulting shares about her latest venture as a Fractional Chief Evangelist to B2B wealthtech brands. From her work with WealthBox CRM and Wealthtender to her top SEO tips, this episode is a can’t-miss! Diana Cabrices is a passionate speaker who loves telling the stories of the companies she…
Read MorePodcasting 101: How to Find the Right Topics for Your Audience
Did you know that of the roughly 2.5 million podcasts listed on Apple Music, only about 450,000 are active – meaning they’re still publishing regularly? If my (admittedly rough) number-crunching abilities are correct, that’s only 18%. Perhaps one of the main reasons podcasts fall off the publishing deep end so quickly is because of how hard…
Read MoreThe Benefits and Risks of Independence: Expert Advice from Ryan Marcus
In this episode of On the Circuit, Three Crowns CEO Johnny Sandquist sits down with Ryan Marcus of MarketCounsel and Hamburger Law to discuss the pros and cons of advisors going independent in a post-covid landscape. One thing Ryan Marcus wants you to know: Client relationships are more important now than ever – and both advisors…
Read MoreLiang Zhao on Amplifying Awareness and Engagement in a Competitive Market
Three Crowns CEO and Founder Johnny Sandquist talks tech and marketing with Liang Zhao, the CEO of Vansary. This episode was recorded at the iconic SHIFT wealth management conference in 2023. Meet Liang Zhao, a trailblazing force in the fintech industry, bringing her nuanced understanding of startups’ potential to help them carve their niche in…
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