Three Crowns Mixtape: November 5, 2021
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The holiday season is officially upon us! With Thanksgiving being only 20 days away and Christmas not that far behind at 50 days away, now is the peak time to be productive and reach your goals!
Read on to get inspired by our industry’s rising leaders and catch up on the latest news.
Must-Read Financial Industry & Marketing Articles
WealthManagement Ten to Watch in 2022
The lists are coming! The ThinkAdvisor Luminaries just dropped, and now we’ve got WealthManagement.com’s Ten to Watch in 2022. If you missed the list, here’s your chance to know the names that will have a heavy hand in transforming the industry both now and into the future.
Vestwell Acquires BNY Mellon’s Sumday
We’re big fans of Vestwell—our CEO talked with their CEO on the TacoTech podcast recently—and they’re bringing digital transformation to 401k record-keeping, an area of finance that features a ridiculous amount of regulation that hinders technology improvements in some ways. Even so, Vestwell has figured out how to improve archaic processes across the board. This news means Vestwell is making a big move into college savings accounts. How big? One news outlet reported it takes Vestwell from $5 billion to $25 billion in assets.
Abby Salameh Named CMO at CAIS Group
Abby Salameh transformed Hightower and Advisor Group, respectively, as their CMO, and now she’s back in the game as the new CMO at CAIS Group, which specializes in alternative investments. We’re excited to see how Abby takes another well-known company and reshapes them to take a more modern, intriguing approach to marketing and brand-building. Congratulations to all!
Steps to Improve Diversity in Finance
Financial services has been talking for a long time about how to improve diversity in the industry, and one of the best ways to do that is through sponsorship. In short, sponsorship is when you put skin in the game and actively advocate for the career advancement of a protege (and in this case, do it for someone who’s not the same gender or race as the sponsor). In this article, Ana Trujillo Limon from Carson Group lays out actionable steps for making this happen. Read it. Do it.
Diversify More Than Your Portfolio
Here’s what we’ve been listening to this week.
Zach McDonald, President & CMO
“Been enjoying an album from my teen years this morning.”
Johnny Sandquist, Founder & CEO
“Got the chance to fulfill a teenage dream and see Bob Dylan in concert this week, so my jam had to be one of my favorites that he played.”
Connor Brandt, Graphic Designer
“Love the strings on this track.”
Delaney R, Digital Marketing Specialist
“One of the most underrated songs ever. It gets me every time.”
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.