On the Circuit Three Crowns Marketing

Don’t blame the advisor, blame the tech stack.
According to Tony Stitch, CRO of Entrustody, there’s no substitute for a custodian that improves an advisor’s efficiency and closes prospects. 
Tony hops on the podcast to discuss the qualities that advisors should be looking for in custodians — and how Entrustody is revolutionizing the industry by offering custody as a service. He also shares why digital marketing is important to embrace. 
Episode 45 of “On the Circuit” was recorded live from the Fearless Investing Summit in October 2023 in Miami.
“On the Circuit” is a podcast where conversation sparks innovation, hosted by Johnny Sandquist from Three Crowns Marketing. Season 2 finds Johnny recording live conversations with guests at industry conferences like Fearless Investing Summit and Nebraska FPA Wealth Management Conference. In these insight-packed episodes, guests share advice and dreams for the future of the industry. 
Want to learn more about how Three Crowns can help you elevate your digital presence? Check out the links below to get started:
Download our free ebook, 8 Steps to Launching a Podcast Your Ideal Clients Can't IgnoreLearn more about our marketing services

A client is so much more than their AUM. Their health and overall happiness are on their mind more than their finances.

Traditionally, though, financial planning forces advisors to focus on managing portfolio risk and keeping their eyes on the hard numbers. Which is important, make no mistake — but it doesn’t tell the whole story.

Keena Pettijohn, CEO and founder of Lifelogixs Strategic Consultancy Group, challenges advisors to think above and beyond AUM and portfolios. Who will execute decisions when the client is incapacitated? Do they have a health proxy and power of attorney?

She shares her thoughts on how advisors can approach clients with these concerns and why longevity planning > financial planning.

Episode 44 of “On the Circuit” was recorded live from the Fearless Investing Summit in October 2023 in Miami.

“On the Circuit” is a podcast where conversation sparks innovation, hosted by Johnny Sandquist from Three Crowns Marketing. Season 2 finds Johnny recording live conversations with guests at industry conferences like Fearless Investing Summit and Nebraska FPA Wealth Management Conference. In these insight-packed episodes, guests share advice and dreams for the future of the industry.

Want to learn more about how Three Crowns can help you elevate your digital presence? Check out the links below to get started:
Download our free ebook, 8 Steps to Launching a Podcast Your Ideal Clients Can't IgnoreLearn more about our marketing services

As CEO of Opto Investments, Ryan VanGorder provides advisors with the software and platform to easily navigate the private markets. A well-balanced portfolio, one that will achieve a client’s end goals, includes both public and private investments.
“Advisors are set out to manage toward benchmarks, manage toward return profiles,” Ryan said. “That will come with some beta market exposure, but to outperform that, they're going to need to figure out where the alpha engine really resides in those portfolios. And we're strong believers that the private markets are a provider of that.”
Ryan joins us to share Opto’s story and how they’re making private markets more accessible to advisors, and the importance of including private investments in portfolios.
Episode 43 of “On the Circuit” was recorded live from the Fearless Investing Summit in October 2023 in Miami.
“On the Circuit” is a podcast where conversation sparks innovation, hosted by Johnny Sandquist from Three Crowns Marketing. Season 2 finds Johnny recording live conversations with guests at industry conferences like Fearless Investing Summit and Nebraska FPA Wealth Management Conference (Johnny loves a good industry conference). In these jam-packed episodes, guests share advice, insights and dreams for the future of the industry. 
Want to learn more about how Three Crowns can help you elevate your digital presence? Check out the links below to get started:
Download our free ebook, 8 Steps to Launching a Podcast Your Ideal Clients Can't IgnoreLearn more about our marketing services

Communication is key in advisor-client relationships. 
“How do you communicate with clients effectively without understanding their behavior and personality?” Jerry Szatko, CEO of Unitifi, asks.
Jerry and Unitifi, a wealth management technology, believe in behavioral finance as a tool to help advisors better communicate with clients. 
Jerry joins us to discuss how Unitifi identifies personality attributes and behaviors in clients and prospects, then provides advisors with tips on how to use those insights to strengthen relationships.
Episode 41 of “On the Circuit” was recorded at the Nebraska FPA Wealth Management Conference in October 2023 in Omaha.
“On the Circuit” is a podcast where conversation sparks innovation, hosted by Johnny Sandquist from Three Crowns Marketing. Season 2 finds Johnny recording live conversations with guests at industry conferences like Fearless Investing Summit and Nebraska FPA Wealth Management Conference (Johnny loves a good industry conference). In these jam-packed episodes, guests share advice, insights and dreams for the future of the industry. 
Want to learn more about how Three Crowns can help you elevate your digital presence? Check out the links below to get started:
Download our free ebook, 8 Steps to Launching a Podcast Your Ideal Clients Can't IgnoreLearn more about our marketing services

Liability planning is not one of the usual services embedded in advisory practices, but Siddhartha Oza would like to see that changed – for the good of clients and advisors alike.
According to Siddhartha, this gap is an opportunity for advisors to differentiate their practice and unlock AUM with their clients. Siddhartha is co-founder and co-CEO of Sora Finance, an AI-driven debt financing and management platform.
Siddhartha joins us to discuss the importance of adding liability planning to your advisory practice and how Sora helps advisors do just that. He joins host Johnny Sandquist in a conversation recorded live from the Fearless Investing Summit in October 2023 in Miami.
“On the Circuit” is a podcast where conversation sparks innovation, hosted by Johnny Sandquist from Three Crowns Marketing. Season 2 finds Johnny recording live conversations with guests at industry conferences like Fearless Investing Summit and Nebraska FPA Wealth Management Conference (Johnny loves a good industry conference). In these jam-packed episodes, guests share advice, insights and dreams for the future of the industry. 
Want to learn more about how Three Crowns can help you elevate your digital presence? Check out the links below to get started:
Download our free ebook, 8 Steps to Launching a Podcast Your Ideal Clients Can't IgnoreLearn more about our marketing services

Competition in business is a tricky balance. A little bit is healthy and instigates creativity. Too much can hinder growth.
In the realm of financial advice, individuals can all learn from each other, and both young and experienced advisors can benefit. As the president of FPA of Nebraska for 2023 and the VP of Advisor Development at Carson Wealth, Thomas Pargett, CFP®, lives by the mantra, “Collaboration over competition.”
In this episode of “On the Circuit,” recorded at the Nebraska FPA Wealth Management Conference in October 2023 in Omaha, Thomas chats about his experience as a member of FPA and how he strives to create an inclusive community of advisors.
“On the Circuit” is a podcast where conversation sparks innovation, hosted by Johnny Sandquist from Three Crowns Marketing. Season 2 finds Johnny recording live conversations with guests at industry conferences like Fearless Investing Summit and Nebraska FPA Wealth Management Conference (Johnny loves a good industry conference). In these jam-packed episodes, guests share advice, insights and dreams for the future of the industry. 
Want to learn more about how Three Crowns can help you elevate your digital presence? Check out the links below to get started:
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