Posts by Justine Young
Philipp 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…
Read MoreAaron Klein on the Genesis of Nitrogen and the Power of Growth Platforms
After 12 years at the helm of Riskalyze, Aaron Klein is tackling new adventures as the CEO of recently rebranded Nitrogen, a comprehensive growth platform for financial advisors. One topic that’s taken the wealth management world by storm in 2023? The Nitrogen rebrand, announced by CEO Aaron Klein (and a throng of industry icon cameos)…
Read MoreSheryl O’Connor on Empowering Clients through Secure Financial Planning
Hosts Johnny Sandquist and Brodrick Lothringer talk tech and finance with Sheryl O’Connor, the CEO and Founder of IncomeConductor, in this episode of On the Circuit, which was recorded on the heels of the SHIFT conference on human-first financial guidance. Sheryl O’Connor has lived many lives: She began her journey as a professional musician, before…
Read MoreDr. Mary Bell Carlson and Jonathan Walker on the Intersection of Technology and Humanity in Financial Planning
Hosts Johnny Sandquist and Brodrick Lothringer sit down with Dr. Mary Bell Carlson, CFP®, AFC®, President at the Financial Behavior Keynote Group, to talk about the importance of emotional intelligence in finance. Stick around for part two of the episode to hear insights on the future of tech in finance from Jonathan Walker, Managing Consultant…
Read MoreSarah Newcomb and Susan Bradley on Creating Purposeful Lives Through Personalized Financial Planning
Susan Bradley, Founder of The Sudden Money® Institute, and Sarah Newcomb, PhD, Founder at THRIVE Financial Empowerment Center, sit down with Three Crowns at the 2023 SHIFT Conference to talk careers, client psychology and the future of financial advice. The shift towards a human-first approach in financial planning is an opportunity for financial advisors to…
Read MoreKristy Archuleta, Michael Kothakota and Ed Coambs on the Psychology of Financial Planning
In this week’s episode, Johnny Sandquist and Brodrick Lothringer sit down with three industry powerhouses to discuss the intersection of financial planning, psychology and technology. For clients, the emotional stakes are high when it comes to financial decision-making. Unfortunately, portfolio performance doesn’t always translate into client satisfaction – and even the highest-performing portfolios can still…
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