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Another awesome week is in the books!
Thank you to everyone who attended our CEO Johnny’s panel about marketing to a generation that doesn’t want advice at The MarketCounsel Summit. 🌴 Didn’t make it to Miami? We’ve got highlights below!
We made it to our first-ever MarketCounsel Summit this past week, and what a week it turned out to be. The conference featured a heavy focus on behavioral finance and crypto assets—two topics that have been heavy in the news and weigh heavy on many advisors’ minds. Plus, our CEO Johnny Sandquist took part in a panel discussion on marketing effectively to next generation clients. This article in RIABiz by Tim Welsh of Nexus Strategy is the next best thing to having been there.
Relive the Miami Magic
Some of the first big news out of the MarketCounsel Summit this week was that Dynasty Financial Partners and MarketCounsel teamed up to make a strategic investment in SmartRIA, a regulatory tech platform for advisors. Both firms will make the software available to their advisors—a big win, considering the complex and ever-changing nature of compliance.
Tis The Season for Strategic Investments
We love practical marketing tips, which means we love Ross Simonds, who is like the king of repurposing content. His website came out with a great article this week on how you can take an active approach to repurposing your content, so you can up your distribution without waiting to see if an asset performs well.
Reactively Repurpose with Ross
Gingerbread dive bar. That is all.
Marketing Is What You Bake Of It
Remote work is the reality for many firms, but it’s not always a good thing. Now might be a good time to go over your company policy when it comes to joints on the job. A new survey by Sierra Tucson found that 22% of American workers have been under the influence of marijuana, alcohol, or other drugs during a work call. Instead of looking for ways to “weed” out self-medicating employees, HR Brew recommends you take a more practical approach with offering wellness-tracking apps and checking in more frequently.
Be Blunt With Your Employees
Zach McDonald, President & CMO
“This one gets stuck in my head all the time.”
Johnny Sandquist, Founder & CEO
“Can’t explain it, but can’t get this song out of my head.”
Connor Brandt, Graphic Designer
“Another one of my top played songs this year.”
Delaney R, Digital Marketing Specialist
“I love this song. Such a classic!”
Justine Young, Content Writer
“This singer (Steven Fiore) has Jeff Goldblum’s stamp of approval, so you know he’s got mine, too.”
Keep up with all of our picks of the week over time with the Three Crowns Mixtape on Spotify.
Click here to check it out and favorite it to add it to your collection.
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