Happy third Friday of the new year!
Check out the articles and insights from around the wealth management industry that grabbed our attention this week, and listen to the songs that powered our workdays.
Onramp Invest, a digital investment platform that provides access to cryptocurrency and education for financial advisors, announced that Dani Fava joined its advisory board.
Dani is the head of strategic development at Envestnet and one of the most important futurecasters for the RIA industry. Adding her experience and vision is a big win for a startup.
Read more on Twitter.
Liv Gagnon is a veteran of the financial services space and has worked with some of the great brands in wealth management. Her company, Portaga Creative, announced updated branding and new services to help advisors embrace new, modern messaging for their firms.
Liv is one of our great friends in the industry and we couldn’t be more excited to see the fresh vision she’s bringing.
See the new website.
Our CEO appeared on the Logicly podcast with Scott McKenna to talk about what changed with advisor marketing in 2020 and what’s coming up in 2021. We recorded this right before the SEC dropped its update on advertising, so at least one of the questions we wondered about for this year has been answered.
Listen to the full audio at the link below.
Zach McDonald, President & CMO
“This song has my favorite guitar solo of all time at the 3:27 mark.”
Johnny Sandquist, Founder & CEO
“60s pop is one of my favorite genres. Hoping this one is prophetic for the rest of 2021.”
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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