Three Crowns Mixtape: September 16, 2022
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Important financial industry news + marketing insights + good music.
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We’re back from Boston and ready to put all that new marketing know-how into action. You can read all about our top takeaways here. Looking for more weekend reading? We’ve got you covered.
This week’s mixtape includes:
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Wealthies winners (!!!)
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A new RIA launch
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Social tracking tips
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And more!
Must-Read Financial Industry & Marketing Articles
Wishing Goodwill to Wealthies Winners
WealthManagement.com held its annual Industry Awards ceremony last week, and a great many of our friends took home some new hardware to add to their collections.
Congrats to the winners!
Winner Winner Chicken Parm Dinners
Holistiplan + Kitces
Holistiplan teamed up with Kitces.com to deliver educational content around tax planning within Holistiplan’s platform. Seems like a good fit considering that dipping your toe in the tax pool is a pretty intimidating prospect for most advisors. Now you can breathe easy knowing that Michael’s trusty Blue Shirt® will be there to help you make sense of tax topics along the way.
They’re gonna Learn Ya Something
New RIA on the block
Always neat to see a new national RIA join the fray, and this week the world met Choreo, a firm with tons of experience in wealth management, financial planning, and also tax planning – which puts it in a unique space in the RIA world right now.
Welcome, Choreo!
If You’re Gonna Social, Make Sure to Keep Track of It
I’ve said it before and I’ll say it again: Social media is a mixed bag. Maybe I haven’t said those words, but the basic sentiment is there.
Sure, there can be some value in it, but, like our lovely home state of Nebraska, it’s not for everyone. But most advisors use social in a very generic way that just checks the “be on social” box without actually engaging with anyone.
If you’re gonna social, make sure to do it right. And you can tell if you’re doing it right by keeping track of everything.
That’s why I love articles like this that can help you identify what’s working and what’s not quickly and effectively. Check it out! Or don’t, and don’t use social media – either way works! Just avoid the generic third option that doesn’t work for anyone.
Campaign of the Week
It’s Funny ‘Cuz It’s True
Here’s what we’ve been listening to this week.
Zach McDonald, President & CMO
“love this jam.”
Johnny Sandquist, Founder & CEO
“This is my jam of the week.”
Connor Brandt, Graphic Designer
“Keeping the T-Pain Train rolling, this is a recent feature of his that I love.”
Justine Young, Content Writer
“I met T-Pain on Sunday, but he did not buy me a drank.”
Amber Froendt, Project Manager
“Bringing Yung Gravy back.”
Sidney Snyder, Account Manager
“I’m disappointed this wasn’t my jam last 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.