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. The Role of Custodians and Digital Marketing in Advisor Efficiency, with Tony Stitch of Entrustody
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 (https://nitrogenwealth.com/fearless-summit-2024/) 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 Ignore (https://resources.threecrownsmarketing.com/8-steps-to-creating-a-financial-advisor-podcast)
Learn more about our marketing services (https://www.threecrownsmarketing.com/services)
2 Jan 2024
44. Why Longevity Planning is the New Financial Planning, with Keena Pettijohn of Lifelogixs Strategic Consultancy Group
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 (https://nitrogenwealth.com/fearless-summit-2024/) 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 Ignore (https://resources.threecrownsmarketing.com/8-steps-to-creating-a-financial-advisor-podcast)
Learn more about our marketing services (https://www.threecrownsmarketing.com/services)
19 Dec 2023
43. Unlocking the Potential of Private Markets, with Ryan VanGorder of Opto Investments
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 Ignore (https://resources.threecrownsmarketing.com/8-steps-to-creating-a-financial-advisor-podcast)
Learn more about our marketing services (https://www.threecrownsmarketing.com/services)
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Apple Podcasts (US)
4.9 / 5
39 ratings
Spotify
4.0 / 5
4 ratings
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