Posts by Justine Young
Aaron 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 MoreAdvisor Conference Tips: Industry Pros Share Their Best Advice for Getting the Most Out of Conferences
We asked some of our favorite industry influencers and conference mainstays for their #1 advisor conference tips to help you get the most out of your time, energy and money. Check out their answers below – then head over to Linkedin to join the conversation by adding your best tip! Party Down Tim Welsh –…
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…
Read MoreTorie 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 MoreThe Financial Advisor’s Guide to Writing Blogs that Grab Your Audience’s Attention – The Three Crowns Method
Writing and publishing on your firm’s blog is one of the best investments you can make in your business – hands down. It’s a great way for you to explore topics, it brings visitors to your site, it increases visibility for your website, it lays the groundwork for your marketing funnel – I could go…
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? …
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