Why founder-led marketing is your best strategy
In marketing, there’s something called the 95/5 Rule. In short, it assumes that (especially in B2B) only 5% of your addressable market is actually “Ready to buy” at any given time. That might be disheartening for you, because if we’re all honest with ourselves most companies put all their energy into that 5%—and end up bludgeoning…
Read MoreEngineering Connection: Faith, Finance, and Finding Purpose in a Tech-Saturated World
“How do I engineer connection before someone ever meets me?” That question changed everything for Dr. Joshua Wilson, and it might just change the way you think about delivering financial advice and marketing for your own firm. At the 2025 Wealth Management EDGE conference, Money Chronicles co-hosts Johnny Sandquist and Torie Happe chatted with Dr.…
Read MoreKyle Van Pelt on Fueling Tech and Connection in Wealth Management
“Milemarker is the gasoline.” That’s how Kyle Van Pelt describes his company’s role within the wealth management tech ecosystem. In a quick interview at the 2025 RIA Edge conference in Nashville, the Milemarker co-founder and CEO sat down with Three Crowns CEO Johnny Sandquist to talk tech, data, and why the real promise of AI lies…
Read MoreBranding Without the Buzzwords: Ali McCarthy on Creativity and Client Experience
“Stop the jargon and connect more.” That was the rallying cry from Ali McCarthy, founder of Amplify Your Voice, during her interview at the 2025 RIA Edge conference in Nashville. In a short but insight-packed conversation, Ali sat down with Three Crowns CEO Johnny Sandquist to unpack what’s changing in financial advisor branding. From authenticity…
Read MoreHow Advisory Firms Can Win the Future: Culture, Talent, and Next-Gen Clients
As wealth shifts into the hands of younger generations and more women, advisory firms face a critical question: Are you built to serve tomorrow’s clients? In a recent video interview, Three Crowns Marketing CEO Johnny Sandquist sat down with Carina Diamond, CEO of GFP Private Wealth, to talk about what it really takes to grow…
Read MoreHow IRS Solutions Helps CPAs Become Proactive Advisors (Not Just Tax Preparers)
For years, the biggest frustration clients have with their accountants is that they only hear from them once a year. When? Right around tax time, when they need to collect documents to file taxes. David and Suzanne Stone, co-founders of IRS Solutions, are working to change that. In our latest video conversation from The Financial…
Read MoreThe Best Industry Conferences for Financial Professionals in 2025
Each year, we publish our list of the “best” conferences for wealth management professionals to attend. This year we’re taking a slightly different approach. See previous “Best Conferences for Financial Advisors” lists: 2024 | 2023 | 2022 There is no shortage of “best of” lists and Michael Kitces maintains a comprehensive list of practically every…
Read MoreContent Marketing for Financial Advisors to Attract More Clients
When you search “how to get clients for your financial business,” what’s the number one answer you see everywhere? Yes, “content marketing.” It’s like this phrase follows you around, popping up in every blog, every webinar, and every expert’s advice. And you’re probably thinking, “Ugh, this isn’t for me. I don’t have time for this,…
Read MoreThe 2025 T3 Tech Report Just Dropped—and Advisors Are Still Sleeping on the Most Important Tools
Every year, the T3/Inside Information Software Survey gives us all a peek under the hood of the wealth management industry’s tech adoption. And every year, we find the same thing: advisors doubling down on some trends while completely ignoring others that could actually help them grow their business. So, what’s the big takeaway from this…
Read MoreBoosting Client Engagement: Email Marketing for Financial Advisors
When you’re in a relationship, you know that communication is everything. If you don’t check in, show you care, or offer support when it’s needed, the relationship fades. The same goes for your clients. They don’t just need financial advice — they need to hear from you regularly to feel valued, informed, and confident in…
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