Three Crowns Mixtape: May 28, 2021
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Did you miss our webinar with RightCapital yesterday? Click here to watch the replay.
Before you apply sunscreen and fire up the grill for Memorial Day, check out all of the fascinating articles we found over the past few days and load up your playlist with our favorite songs.
Must-Read Financial Industry & Marketing Articles
Onramp Invest Launches Crypto Platform for Advisors
Onramp Invest officially launched this past week. Onramp is led by Tyrone Ross, one of the most dynamic people in wealth management right now—and he’s surrounded himself with a stacked team with people like Justin Castelli, Caitlin Cook, Craig Uhlenkott, and Torie Happe. Onramp will provide crypto education to advisors and also a platform that allows them to see a client’s crypto assets alongside their more traditional investments. It’s an exciting move forward for the industry that often takes forever to stay up with current trends.
Merrill Lynch: No More Cold Calls, Let’s Try Unsolicited LinkedIn Messages
Upon first blush, you might think this story was about a strategic shift informed by effectiveness, but that doesn’t quite hit the mark. It turns out Merrill Lynch has been in hot water lately for ignoring do-not-call lists. So it seems to be less of a change in direction based on strategy as it is a move to less regulated waters. Hey Merrill reps—if you want this thing to work, we’d recommend avoiding automated messages.
Qualified Raises $51 Million so Salesforce Users Can Have Live Conversations with Website Visitors
Ever wish you could reach out to your site visitors in real time when they hit high-value pages on your site? Qualified, a Salesforce app, might be worth checking out. Granted, it’s pricey (starts at $1,200/month), but if you could automatically open a live chat with a visitor who is viewing your pricing page, it might be worth it. It’s not the only tool like this out there, but it’s a first for Salesforce users. Qualified is focused on serving the B2B world at the moment, but we think there could be a use case for advisors, too.
Here’s what we’ve been listening to this week.
Zach McDonald, President & CMO
“A strong contender for my theme of 2021.”
Johnny Sandquist, Founder & CEO
“For Memorial Day Weekend, I’ve got to go with a song that can go on the cookout playlist.”
Delaney R, Digital Marketing Specialist
“I could listen to this song on repeat for days on end”
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.