Three Crowns Mixtape: September 9, 2022

Important financial industry news + marketing insights + good music.

GET THE MIXTAPE DELIVERED TO YOUR EMAIL INBOX EVERY FRIDAY MORNING.

Click here to sign up.

It may not have been a fun week for Chris Pine, but it sure was for the Three Crowns team!

While Amber, Justine and Sidney attended INBOUND, Hubspot’s annual conference in Boston, Massachusetts, Zach and Johnny held down the fort back in Omaha.

You can look forward to an exciting recap of all the interesting sessions and speeches sometime next week.

In the meantime, get caught up on all things finance and marketing by reading or watching our mixtape.

Must-Read Financial Industry & Marketing Articles

UBS and Wealthfront Break Up

UBS was going to acquire Wealthfront, now they aren’t.

Neither company wants to comment, but that’s normal when two large companies decide not to work together. Who called it and why? There’s not a clear answer, but it’s a safe bet UBS ultimately decided that Wealthfront didn’t look as attractive today as they did when they first decided to acquire the company.

This news is just one more black eye on robo-advisors – once the supposed Terminator of financial advisors. One by one, the news that comes out about their asset growth or acquisitions is typically more along the lines of a whimper than a bang.

Say Yes to the Dress? 👰 It’s a “No” From UBS.

Orion Integrates Itself to Bring Better Integration to Advisors

Orion has been on an acquisition spree, and now it’s ready to make sure all those companies work as one. The company announced a big restructuring this week. CEO and founder Eric Clarke, the mastermind of Orion’s rocketship growth, will take a step up and turn over day-to-day Orion leadership to Brian McLaughlin, the founder of Redtail and newest Orion acquisition. The company also announced Ryan Beach as president of Orion Wealth management and Kurt Brown as president of Orion OCIO. McLaughlin becomes the president of Orion Advisor Tech.

But restructuring isn’t the only news. Orion is also bringing in Mike Wilson from LPL. Wilson is well-known in the industry for leading AdvisoryWorld prior to its own acquisition by LPL. As a longtime partner and close integration partner of Orion, Wilson’s role will be integration guru as he’s tasked with bringing all the units and technology together.

Will this all result in a more streamlined Orion experience? We know the advisors using the platform will be impatiently waiting to see the results.

Orion Is Working Their (Red)Tail Off

The Difference Between Good & Bad Meta Descriptions

Meta descriptions are those little blocks of text under listings in search results. They’re meant to summarize the page/post that’s listed to give people more information on what they’ll find if they click through on that link, but we’ve kind of bastardized the little buggers over the years by stuffing them with keywords or just plain using them wrong.

Google is here to help get us back on track with a list of examples, four bad and four good. Check them out and see where you need to make changes.

Have A Way With Words

5 Email Marketing Automation Workflows to Build Today

How’s your automation game? Good? Same. Just checking.

Come on, let’s stop pretending. Time to get real. This article from SEJournal covers five of the most basic workflows that you could set up on pretty much any system. Look it over and see what you’re missing. If you don’t know how to set these up, give your nephew $50 and an energy drink and he’ll probably knock them out in an hour.

Don’t Wait; Automate!

Fail of the Week

Whenever I see something like this, I love imagining the conversation that went into planning it:

Restaurant owner: What if we did a special menu paying tribute to 9/11?

Marketing person: OK, that could work, we just need to make sure it’s tasteful – and tasty! Hahaha

Owner: That kind of cleverness is why I hired you as my Marketing Person. Great! What should we call the menu items?

MP: How about if we do some alliteration? Freedom Flounder, Pentagon Pie…

Owner: I love it! Go through the rest of them and let me know what you come up with by Friday.

[Marketing person proceeds to ignore the task until the due date, as we’ve heard marketing people do sometimes.]

Owner: What’d you come up with?

MP: Come up with…? Oh yeah, the 9/11 menu. (Furiously googles 9/11 under table). Uh…Flight 93 Redirect…Crab Dip? 2977…Chowder? Remember-tini? And…something with “oysters.” Maybe…uh…9…11…Oysters?

Owner: …I LOVE IT!

(Also, I can hear you saying, “There’s no way this is real.” It is.)

Here’s what we’ve been listening to this week.

 

 

 

  

 

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.

 

Want to keep up with our jams and new blogs?

Click here to sign up for the Three Crowns newsletter.