On the Circuit

Por: Three Crowns Marketing
Welcome to On the Circuit with Three Crowns Marketing's CEO and Founder, Johnny Sandquist, and Director of Digital Media, Brodrick Lothringer. This is a podcast where conversation sparks innovation.
45 episodios disponibles

Latest episodes of the podcast On the Circuit

45. The Role of Custodians and Digital Marketing in Advisor Efficiency, with Tony Stitch of Entrustody 09/01/2024
44. Why Longevity Planning is the New Financial Planning, with Keena Pettijohn of Lifelogixs Strategic Consultancy Group 02/01/2024
43. Unlocking the Potential of Private Markets, with Ryan VanGorder of Opto Investments 19/12/2023
42. Building Stronger Client Relationships Through Behavioral Finance, with Jerry Szatko of Unitifi 14/12/2023
41. Why Liability Planning is the Next Differentiator for Financial Advisors, with Siddhartha Oza of Sora Finance 12/12/2023
40. Collaboration over Competition and Managing Expectations of Next-Gen Advisors, with Thomas Pargett of Carson Wealth 07/12/2023
39. Leveraging Estate Planning as a Marketing Tool for Advisors, with Matt Morris of EncorEstate Plans 05/12/2023
38. Hiring the Right People and Bettering Yourself via Peer Networking, with David Stevens of Stevens Capital Partners 30/11/2023
37. Conversations that Lead to Conversions and Effective Marketing Tactics for Advisors, with Lara Galloway of White Glove 28/11/2023
36. Changing the Consulting Game and Building on Data, with Doug Fritz of F2 Strategy 21/11/2023
35. The Power of Industry Conferences and Professional Organizations, with Nate Hudson of Avior Wealth Management 16/11/2023
34. Holding Generational and Gendered Conversations and Retaining Diverse Voices, with Julie Johnson of XY Communication 14/11/2023
33. Tackling Industry Trends and Taking a Holistic Approach, with Marlena Lee of Dimensional Fund Advisors 09/11/2023
32. Bridging the Communication Gap and Reaching Next-Gen Clients, with Tom Fields of Fynancial 07/11/2023
31. Rebranding Riskalyze to Nitrogen and the Future of Tech Stacks, with Tricia Rothschild of Nitrogen 31/10/2023
30. John O’Connell on Values-based Investing, the Cybersecurity Education and the Future of AI in Fintech 16/08/2023
29. Angie Herbers on Organic Growth for Financial Planners in a post-COVID World 09/08/2023
28. Philipp Hecker on Mastering Actionable Advice for Client Engagement 02/08/2023
27. Diana Cabrices on the Art of Unique Positioning and Fractional Evangelism 26/07/2023
26. Expert Advice from Ryan Marcus: The Benefits and Risks of Independence 19/07/2023
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