On the Circuit

In this episode of the On the Circuit podcast, Liang Zhao of Vansary discusses the challenges faced by Asian American women in tech and the need for greater representation. From client-focused public relations initiatives to overcoming stereotypes, Zhao covers it all. Zhao also talks about her latest venture: Tiger Collective. Tiger Collective aims to elevate Asian women in tech to help them attain more leadership positions and further advance their careers. Listen to the full episode to...

Aaron Klein sits down with Johnny Sandquist to talk about Nitrogen’s evolution from risk-centered solution to comprehensive growth platform in the wealth management industry. Hear all about his struggles and triumphs scaling the company formerly known as Riskalyze, including how choosing team members that really reflected the company’s values ultimately lead to better results.Plus, Klein shares his thoughts on how a growth platform can foster success for wealth management firms across th...

In the latest episode of On the Circuit, Johnny Sandquist and Brodrick Lothringer sit down with Sheryl O'Connor, CEO and Founder at IncomeConductor, to discuss human-first financial planning and the role technology plays in enhancing it. O'Connor shares her journey from being a professional musician to becoming a technologist in fintech and how her curiosity during the 2008-2009 market crash led her to start building IncomeConductor. And if you want to learn more about how Three Crowns c...

In this week’s episode, Dr. Mary Bell Carlson and Jonathan Walker challenge financial advisors to embrace technology and humanity to achieve efficiency and emotional intelligence with clients. These industry experts from the Financial Behavior Keynote Group agree that by establishing a solid rapport, advisors can better understand their clients' needs, goals, and values, thus being able to provide more personalized and meaningful service. Building trust with clients also ensures a long-l...

Financial planning tools, tech and strategies are great – but the key to successful financial planning lies in addressing the underlying emotional and psychological factors driving your clients. That’s why Susan Bradley founded Sudden Money Institute back in the ‘90s, delving into the idea of financial transitionists. Likewise, Sarah Newcomb sees a larger need for younger generations of not just financial advice, but advice that centers around resourcefulness and connection. The two...

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, sit down with Three Crowns at the 2023 Shift Conference to tell it all.And if you want to le...

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 around for CEO Johnny Sandquist’s latest announcement: A brand-new podcast co-hosted by Torie ...

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 advice and client emotions, or to hear our guests’ most ideal version of a San Antonio-style “...

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-Map. His passion for helping advisors earn trust quickly led him to create a unique platform that a...

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 to Starting a PodcastConnect with a member of our podcasting teamLearn more about starting your own ...