Posts by Justine Young
Torie Happe and Deirdre Van Nest On Connecting with Clients through Authentic Storytelling
In today’s episode, Torie Happe (Head of Partnerships at Holistiplan) and Deirdre Van Nest (Founder of Crazy Good Talks) sit down with Johnny Sandquist and Brodrick Lothringer to discuss the human side of financial advice – and the future of tech in finance. It’s no secret that building connections with clients is a crucial aspect of…
Read MorePodcasting Equipment 101: Everything You Need to Get Started
You know Three Crowns loves a good podcast. We’ve covered the best advisor podcasts, how to host your own show, tips for becoming a better host – and so on and so on. That’s because we know podcasting is a major key to growth for financial advisors and, done correctly, can offer a major return…
Read MoreBrian Portnoy and Amy Mullen on Achieving Financial Well-Being
In this episode of On the Circuit, Brian Portnoy (CFA and Founder at Shaping Wealth) and Amy Mullen (CFP® and President of Money Quotient, Inc.) discuss the intricacies of human-first financial planning and how to better equip advisors to deliver the best advice. Ever wondered what sets the best financial advisors apart from the rest? …
Read MoreHow to Register Your Firm on Apple Maps
Looking for a totally free, easy way to put your firm’s name in front of the millions of Apple users across the globe? The answer lies in Apple Maps – a free navigation application that’s automatically installed in every Apple-made mobile device. And just like we showed you how to register your firm on Google Maps,…
Read MoreThe Advisor’s Guide to Evaluating Tech Vendors at Conferences
It’s conference season once again – and whichever conferences you choose to attend, you’re bound to run into tech vendors. But with all the smiling faces and shiny booths at these events, it’s easy to get sidetracked – or to even forget what tech your firm really needs. Related: 9 Tips for Getting the Most Out…
Read MoreHow to Register Your Firm on Google Maps
A huge battle for many financial advisors is simply getting the word out about their services. Sometimes marketing feels like you’re screaming from the rooftops – but no one can hear you. Wouldn’t it be great if you could put a big, fat arrow on a map pointing directly at your firm? In a way,…
Read MoreSEO for Financial Advisors: 5 Things Every Firm Should Know
For many firms, search engine optimization (SEO) is an unexplored frontier. It’s the thing you know you’re supposed to be doing to help your firm’s marketing, but at the same time – you’re not really sure what it is or how you’re supposed to do it. It’s enticing and vague, and often pushed to the…
Read More5 Unique Marketing Challenges Small RIAs Face (and Their Solutions)
Explore the top five marketing challenges for small RIAs – plus the solutions you need to solve them.
Read MoreAdvisor Podcasting 101: How to Hone Your Hosting Skills
Being a podcast host is more than just grabbing the mic – use these seven tips to up your hosting game for better episodes in 2023.
Read MoreThe Financial Advisor’s Guide to Starting a Podcast in 2023
This guide on starting a podcast for financial advisors explores how the right equipment, software and marketing can make your firm’s podcast a success.
Read More