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 Verma has now shifted to Head of Enterprise Partnerships at marketing automation company, Snappy Krak...

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 liquid yet,” Smith explains. “And so I started building an entire client service model around th...

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 of a 1,000-person team at Orion was a huge shift. But regardless of the size or location of the t...

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 democratizing access to technology and structured products to the retail market.How financial advisors can ...

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 innovators. Those exchanges begged the question: “What if we could capture these real, spur-of-...