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On the Circuit

On the Circuit

著者： Three Crowns Marketing
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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.

Three Crowns Marketing マーケティング マーケティング・セールス 経済学
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  • 45. The Role of Custodians and Digital Marketing in Advisor Efficiency, with Tony Stitch of Entrustody

    45. The Role of Custodians and Digital Marketing in Advisor Efficiency, with Tony Stitch of Entrustody
    2024/01/09
    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 ...
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    17 分
  • 44. Why Longevity Planning is the New Financial Planning, with Keena Pettijohn of Lifelogixs Strategic Consultancy Group

    44. Why Longevity Planning is the New Financial Planning, with Keena Pettijohn of Lifelogixs Strategic Consultancy Group
    2024/01/02
    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 decisi...
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    14 分
  • 43. Unlocking the Potential of Private Markets, with Ryan VanGorder of Opto Investments

    43. Unlocking the Potential of Private Markets, with Ryan VanGorder of Opto Investments
    2023/12/19
    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 ...
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    10 分
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