On the Circuit

Get “financially naked” with our guests this week as they delve into the future of financial planning, client-advisor communication techniques and the psychology behind different approaches to financial planning. Dr. Kristy Archuleta, a University of Georgia professor; Dr. Michael Kothakota, CFP Board Head of Research and CEO of WolfBridge Wealth; and Ed Coambs, Founder of Healthy Love and Money,...

In today’s episode, join industry experts Torie Happe and Deirdre Van Nest as they discuss branding, relatability, automation and the crucial role of financial education. These two powerhouses know that when advisors combine their greatest tool (their humanity) with tools like the “Canva of content” (ChatGPT) – they can successfully connect with their prospects through storytelling. Plus, stick ar...

The core of human first financial planning lies in advisor-client relationships built on empathy. In this episode of On the Circuit, Brian Portnoy, CFA and Founder at Shaping Wealth, and Amy Mullen, CFP® and President of Money Quotient, Inc., discuss how advisors can lean into behavioral science to foster trust and grow their business. Listen in to learn about the connectivity between financial ad...

This episode features Jess Bost, RICP®, VP of Strategic Partnerships and Client Success at Alpha Architect, as she shares her journey as a passionate financial professional with years of experience under her belt and deep relationships formed on authenticity. Our second guest is a true financial planning enthusiast with an impressive background: Adam Holt, CFP®, ChFC®, CEO & Founder at Asset-M...

Jason Wenk and Dr. Meghaan Lurtz discuss the importance of human-driven financial planning, bringing in gems of advice and practical guidance based on their personal experiences in the industry as well as relevant source material. Want to learn more about how Three Crowns can help you create your own podcast? Then be sure to check out the links below! Download our free ebook, The Advisor's Guide t...

In this episode, Corey Westphal, CEO of Mobile Assistant, talks about his company’s rebranding journey with hosts Brodrick Lothringer and Johnny Sandquist. Corey Westphal, the CEO and founder of Mobile Assistant, has been a driving force in the world of dictation services for over a decade. With a background in medical transcription, Corey has adapted his expertise to cater to the financial indust...

Brendan Frazier and Dr. Sarah Fallaw discuss how data and technology can inform the client experience – without eliminating the need for human-first advice.

In the modern world, clients look to advisors for more than just financial information – they want investment advice designed around their personal goals and values. Listen in as Dr. Preston Cherry and Shana Sissel share their experiences with building client trust, as well as their thoughts on how AI could shape the future of financial services.

We’re kicking off series two of On the Circuit from the SHIFT conference in San Antonio, Texas. Join in as Ross Marino talks about the impact of human emotion in financial planning, as well as how AI programs like Chat GPT could alter the financial services landscape both now and down the road.

Today’s episode was recorded at the MarketCounsel Summit 2022. Listen in as Three Crowns CEO and Founder Johnny Sandquist talks new tech with Anthony Stich, Chief Revenue Officer at Entrustody, and Aaron Brodt, CEO of Amplify. With the possibility of a recession looming larger and larger, 2023 has both advisors and investors on their toes. A herd of new tech companies is galloping onto the fintech...

This episode was recorded live at the 2022 MarketCounsel Summit event at a podcasting booth sponsored by Halo Investing. Join Three Crowns CEO Johnny Sandquist for a quick-hitting Q&A session with Suleman Din, Advisor Intelligence Lead at AdvisorEngine. In this episode, former journalist and marketing communications expert, Suleman Din, discusses his role as Advisor Intelligence Lead at Adviso...

Shannon Spotswood of RFG Advisory steps behind the mic today to interview Joel Bruckenstein, President of T3 Technology. Listen in for part two of today’s episode, where Spotswood takes her turn answering questions from Three Crowns CEO, Johnny Sandquist. Joel Bruckenstein took to the stage at MarketCounsell just a day before this podcast recording – and we’re lucky enough to get a recap right fro...

This week, Three Crowns CEO Johnny Sandquist talks all things fintech with two new guests. Anand Sheth, CEO & Founder of Pulse 360, explores how tech can improve meeting experiences for both advisors and their clients. Our second guest, Scott Scherr, is Managing Director of Trading at FlyerFT. Listen in as Scherr shares how his company can help advisors optimize risk management and trade execu...

This week, tune in to ‘On the Circuit’ to hear from Jack Ginter, CEO & Founding Partner of Callan Family Office. Stick around for our second guest, Matt Middleton: CEO at Advisor Circle. Enhancing client experience is an important goal for any wealth management professional, but for those with ultra high net worth clients, the stakes are even higher. On this week's episode of 'On The Circuit'...

In this episode, Johnny Sandquist talks with Nitesh Verma, Head of Enterprise Partnerships at Snappy Kraken, about driving real business impact in his new role. Stick around for our second guest, CEO/Founder of Actifi Spenser Segal, to learn about the importance of effective communication in the advisory world in 2023.After 8 years in various high-ranking positions at Advisor Websites, Nitesh Verm...

Homer Smith has been in the industry for over 20 years, beginning his journey as an advisor the week of 9/11/2001. About 10 years into his career, Smith pivoted to working with business owners and opened his own practice.“What I recognized is the wealth management space didn't have a lot of great solutions for business owners if they were still owning their business, running their business and not...

In this week’s episode, Three Crowns CEO Johnny Sandquist chats with Brian McLaughlin, President of Orion Advisor Technology. This podcast is sponsored by Halo Investing and was recorded at the MarketCounsel Summit 2022.When Redtail was acquired by Orion last year, Brian McLaughlin knew he was in for more than a few changes. For starters, going from CEO of a 130-person team at Redtail to President...

In this episode of On The Circuit, Joanna Kanakis of Halo Investing shares how Halo's technology is helping financial advisors protect their clients' portfolios and grow their businesses in times of uncertainty. Stick around for our second guest, Tina Powell of Intention.ly, as she shares how teamwork and micro-risks can deliver results. In this episode, you’ll hear:How Halo Investing is democrati...

Welcome to the premiere episode of On the Circuit, hosted by Three Crowns CEO, Johnny Sandquist, and Director of Digital Media, Brodrick Lothringer. As founder of a marketing firm catering directly to advisors and fintech companies, Johnny spends ample time at industry conferences each year. These events offer opportunities to engage with thought leaders and connect with today’s brightest innovato...