Money Chronicles
Claim This Podcastby Three Crowns Copywriting & Marketing
Podcast Overview
<p>Money Chronicles is a show where we go deep into our guests’ personal lives to discuss how they learned about money growing up, and how that history has impacted their careers in financial services. Join hosts Torie Happe of Holistiplan and Johnny Sandquist of Three Crowns Marketing to get to know your favorite people in the wealth management industry better than you ever thought you would.</p><p><br></p>
Language
🇺🇲
Publishing Since
9/10/2023
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Recent Episodes
May 1, 2024
Lessons from my Friend’s Father: The Money Chronicles of William Cerynik
<p>S<b>ummary</b></p><p>In this conversation, Johnny Sandquist and Torie Happe interview William Cerynik, the director of PR and communications at Amplify, a fintech startup.</p><p>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.</p><p>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.</p><p><b><br/>Key Takeaways</b></p><ul><li>Amplify is an all-in-one wealth management platform that addresses operational inefficiencies and client needs in the industry.</li><li>Amplify takes a consultative approach to each client's case, aiming to solve compliance, operational efficiency, and execution problems.</li><li>William's first memory of money was learning about the financial markets from a friend's father who worked at Merrill Lynch.</li><li>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.</li></ul><p><b><br/>Chapters</b></p><p>00:00 Introduction to Amplify and its All-in-One Wealth Management Platform<br/><br/>06:50 William's First Memory of Money: Learning from a Friend's Father<br/><br/>12:51 William's Worst Money Mistake and Lessons Learned</p><p><br/></p>
May 1, 2024
What Does Money Smell Like? The Money Chronicles of David Novak
<p><b>Summary<br/></b><br/></p><p>In this episode of Money Chronicles, Johnny Sandquist and Torie Happe interview David Novak, the founder and CEO of Fiduciary Genius.</p><p>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.</p><p>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.</p><p><b><br/>Key Takeaways<br/></b><br/></p><ul><li>Having the right people, strategy, and technology in the financial advisory business is essential for long-term success.</li><li>The value of being a dreamer and pushing yourself to new limits can't be understated as an entrepreneur.</li><li>David shares his lessons learned from the immigrant experience and the perspective it brings to his life now.</li><li>There is nothing more significant in life than family, legacy, and supporting your loved ones.</li></ul><p><b><br/>Chapters<br/></b><br/></p><p>00:00 Introduction and Background<br/><br/>07:36 The Journey to Entrepreneurship<br/><br/>13:19 Family, Legacy, and Supporting Loved Ones</p>
May 1, 2024
Money Lessons from the Ranch: The Money Chronicles of Madalyn Armijo
<p><b>Summary<br/></b><br/></p><p>In this episode of Money Chronicles, Johnny Sandquist and Torie Happe interview Madalyn Armijo, co-founder and COO of Dispatch, a data orchestration company. </p><p>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.</p><p>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. </p><p><b><br/>Takeaways<br/></b><br/></p><ul><li>Dispatch is a data orchestration company that ensures client data flows smoothly across different platforms in the advisor tech stack.</li><li>Madalyn grew up on a family ranch and learned the importance of financial discipline and a builder's mentality from her parents.</li><li>Her worst money mistake was maxing out a credit card in college, and she now advocates for financial responsibility, especially from an earlier age.</li></ul><p><b><br/>Chapters<br/></b><br/></p><p>00:00 Introduction and Overview of Dispatch<br/><br/>08:10 The Pitfalls of Maxing Out a Credit Card in College<br/><br/>13:45 Advocating for Financial Responsibility and Education</p>
10 total episodes available
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Frequently asked questions
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- What is Money Chronicles?
<p>Money Chronicles is a show where we go deep into our guests’ personal lives to discuss how they learned about money growing up, and how that history has impacted their careers in financial services. Join hosts Torie Happe of Holistiplan and Johnny Sandquist of Three Crowns Marketing to get to know your favorite people in the wealth management industry better than you ever thought you would.</p><p><br></p> - How often does this podcast release new episodes?
This podcast updates weekly.
- Where can I listen to this podcast?
This podcast is available on 10 platforms including Apple Podcasts, Spotify, and more. You can also use the RSS feed directly.
- Does this podcast accept guests?
Yes, this podcast regularly features guests.
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