On the Circuit

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 industry, helping advisors accurately document their client interactions. His focus on template-dr...

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 scene to help advisors navigate what is almost definitely going to be a tumultuous year. One...

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 Advisor Engine. Intelligence Lead is a job that didn't exist a few years ago – and one that focuses on c...

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 from the main source. From human vs. computer output to lagging integrations, Bruckenstein isn’t...

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 execution. So much of advisor tech solutions focus on getting more of those sweet meetings. Firms...

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' we had the pleasure of talking to Jack Ginter, the CEO founding partner of Callan Family Office.Ja...