Money Chronicles Three Crowns Copywriting & Marketing

Summary
In this conversation, Johnny Sandquist and Torie Happe interview William Cerynik, the director of PR and communications at Amplify, a fintech startup.
We discuss Amplify's all-in-one wealth management platform and how it was built to address the operational inefficiencies and client needs in the industry not being fulfilled by other vendors.
The conversation then shifts to William's first memory of money and his worst money mistake, highlighting the importance of resilience and persistence in entrepreneurship.

Key Takeaways
Amplify is an all-in-one wealth management platform that addresses operational inefficiencies and client needs in the industry.Amplify takes a consultative approach to each client's case, aiming to solve compliance, operational efficiency, and execution problems.William's first memory of money was learning about the financial markets from a friend's father who worked at Merrill Lynch.William's worst money mistake was starting a business during a difficult time in the financial services industry, but it taught him resilience and persistence in entrepreneurship.
Chapters
00:00 Introduction to Amplify and its All-in-One Wealth Management Platform

06:50 William's First Memory of Money: Learning from a Friend's Father

12:51 William's Worst Money Mistake and Lessons Learned

Summary


In this episode of Money Chronicles, Johnny Sandquist and Torie Happe interview David Novak, the founder and CEO of Fiduciary Genius.
David shares his journey of starting Annuities Genius and Fiduciary Genius and his passion for changing the financial industry. He talks about his experience as an immigrant and how it has shaped his perspective on money and success, giving him a unique and different perspective from the typical entrepreneur born in the United States.
David also discusses the value of being a dreamer and the lessons he learned from his family, and how all of those experiences came together to give him direction with his current ventures.

Key Takeaways


Having the right people, strategy, and technology in the financial advisory business is essential for long-term success.The value of being a dreamer and pushing yourself to new limits can't be understated as an entrepreneur.David shares his lessons learned from the immigrant experience and the perspective it brings to his life now.There is nothing more significant in life than family, legacy, and supporting your loved ones.
Chapters


00:00 Introduction and Background

07:36 The Journey to Entrepreneurship

13:19 Family, Legacy, and Supporting Loved Ones

Summary


In this episode of Money Chronicles, Johnny Sandquist and Torie Happe interview Madalyn Armijo, co-founder and COO of Dispatch, a data orchestration company. 
Madalyn shares how Dispatch operates behind the scenes of the tech stack to ensure client data flows smoothly across different platforms. She also discusses her background growing up on a family ranch and how her parents instilled financial discipline and a builder's mentality in her.
To cap things off, Madalyn shares her worst money mistake of maxing out a credit card in college and emphasizes the importance of learning financial responsibility early. 

Takeaways


Dispatch is a data orchestration company that ensures client data flows smoothly across different platforms in the advisor tech stack.Madalyn grew up on a family ranch and learned the importance of financial discipline and a builder's mentality from her parents.Her worst money mistake was maxing out a credit card in college, and she now advocates for financial responsibility, especially from an earlier age.
Chapters


00:00 Introduction and Overview of Dispatch

08:10 The Pitfalls of Maxing Out a Credit Card in College

13:45 Advocating for Financial Responsibility and Education

Summary


In this episode of Money Chronicles, Johnny Sandquist and Torie Happe interview Tina Powell, Head of Community at Intention.ly, and dive into her life story and explore her journey through the wealth management industry.
Tina shares how growing up with a single mother who worked multiple jobs shaped her understanding of money and the value of hard work. She also discusses the importance of financial education and instilling good money habits in the next generation.

Takeaways


Growing up with a single mother who worked multiple jobs instilled the value of hard work and the importance of financial independence in Tina early on.Financial education and instilling good money habits in children from a young age is something we all need to focus on more to help the next generation build a successful financial future.Starting to save for retirement early is crucial, but it's never too late to start taking control of your financial future.
Chapters


00:00 Introduction and Background

04:04 The Importance of Financial Education and Instilling Good Money Habits

09:08 Starting Early: The Significance of Saving for Retirement

13:31 Learning from Mistakes: Making Changes for a Better Financial Future

Summary
In this episode of Money Chronicles, Johnny Sandquist and Torie Happe interview Robert Sofia, the CEO and founder of Snappy Kraken.
We discuss Robert's journey in the financial industry and his inspiration for serving advisors, plus explore his first memories of money and how his parents' financial struggles influenced his own relationship with money.
We wrap up the conversation focused on the importance of teaching financial independence to future generations and explore a deeply personal lesson from Robert.

Key Takeaways


The financial industry can benefit from applying successful marketing strategies from other industries.Early experiences with money, such as not being able to afford what others had, can distinctly shape your relationship with money.Parents play a pivotal role in teaching children about money, and the lessons learned can have a lasting impact.Relationships in business should be supported by written agreements to protect yourself.Teaching future generations about financial independence and the value of family can lead to a healthier relationship with money.
Chapters


00:00 Introduction to Money Chronicles and Guest

04:01 Lessons from Financial Struggles

08:04 The Importance of Family and Togetherness

Summary
In this episode of Money Chronicles, Johnny Sandquist and Torie Happe interview Matt Morris, the co-founder and CEO of EncorEstate Plans.
We discuss Matt's journey into the financial services industry and his passion for helping advisors. Matt shares his first memories of money, including being scammed by his older sister and learning the value of saving.
He also talks about his experience at Riskalyze and his biggest money mistake, which occurred during the 2008 housing market crash. Despite the challenges, Matt's experiences have shaped his success and his ability to help others and he's sharing it all in today's episode.

Key Takeaways
Matt's first memories of money are pretty unique – they include being scammed by his older sister before he could even read.Matt's experience at Riskalyze and his involvement in the 2008 housing market crash shaped his understanding of risk and investing (for the better).Despite his biggest money mistake during the 2008 crash, Matt's experiences have ultimately led to his current success and ability to help others.
Chapters


00:00 Journey into Financial Services and Passion for Advisors

06:34 Entrepreneurship and Early Jobs

10:36 The 2008 Housing Market Crash