TacoTech

We're thrilled today to welcome Tina Powell, the CEO of C Suite Social Media. Tina is an entrepreneur, marketing expert, and the person who got the idea of TacoTech started in the first place. In this episode, we discuss Tina's journey to starting C Suite, her search for great tacos in a new city, and how she's using her podcast to inspire others.

Today's episode features a brand new fintech company, GoalBased Investors. We're joined by their CEO Chip Castille and Head of Sales & Client Experience Becca Long to talk about the need to increase financial literacy, how the GBI app gamifies financial planning, and the best tacos in New York and Austin.

Join hosts Johnny Sandquist (Three Crowns Copywriting and Marketing) and Torie Happe (Onramp Invest) every Thursday. Subscribe to stay up to date with new episodes. 

This week's guest is the founder and CEO of Asset-Map, Adam Holt. Adam chats with us about how his artistic and architectural background influenced the development of the Asset-Map software, we cover how financial planning is deceptively similar to cleaning out closets, and even get into Torie Happe's favorite movie—it's a classic from the 1990s, and you don't want to miss how she ties it together with financial advice.

Oh, and there's plenty of taco talk.

Join hosts Johnny Sandquist (Three Crowns Copywriting & Marketing) and Torie Happe (Onramp Invest) for new insights from founders of fintech companies every week.

Your social media presence could lead to your next big career move. Today's guest, Caitlin Cook, the new Head of Community at Onramp Invest, joins us to talk about the basics advisors should know about decentralized finance, how she uses Twitter to deliver education and entertainment, and her favorite tacos in the Windy City.

Join hosts Johnny Sandquist (Three Crowns Copywriting & Marketing) and Torie Happe (now of Onramp Invest) for fresh drops each Thursday.

Every decision a financial advisor makes for their clients is a tax decision. In this episode we welcome guests Kevin Lozer and Roger Pine, the co-founders of Holistiplan. The guys talk to us about the reasons behind the creation of Holistiplan, how they keep the software up-to-date with rapidly changing laws, and why advisors should think of tax planning as an essential service.

Join hosts Johnny Sandquist (Three Crowns Copywriting and Marketing) and Torie Happe (FIX Flyer) for fresh episodes each Thursday. 

Today we're joined by Aaron Schumm, the founder and CEO of Vestwell. Aaron takes us into a place we've never been—the employer retirement plan arena. He gives us insights into the laws governing the space, the rate of digital transformation taking place for 401ks, and the city in the United States with secretly great tacos.

Hit subscribe to join co-hosts Johnny Sandquist (Three Crowns Copywriting & Marketing) and Torie Happe (FIX Flyer) for new taco drops on Thursdays.

Today's guest is Brian Ross, CEO of Flyer. One the leading figures when it comes to trading and rebalancing technology, Brian joins us to give us a deeper look into the technology behind trade order management systems for financial professionals. Here's what you'll learn in today's episode:

We also get into a conversation about Brian's favorite tacos and even branch out into new territory—the fast food hamburger restaurant he loves the most.

Join hosts Johnny Sandquist (Three Crowns Copywriting and Marketing) and Torie Happe (Flyer) for fresh taco drops each Thursday.

Alex Frantz joins us from SS&C Advent to share what's new with the Black Diamond portfolio management platform for financial advisors. But it's not all Black Diamond hype. We dig into which WealthTech firms are doing the most to improve digital client experience for investors and their advisors, get Alex's thoughts on why industry surveys aren't a great resource for advisors to rely on when choosing technology, and take a trip down memory lane to our favorite taco spot in San Diego. 

Listen in with hosts Johnny Sandquist (Three Crowns Copywriting & Marketing) and Torie Happe (Flyer) every Thursday for new taco drops.

Today's guest is Mike Betz from F2 Strategy. Mike join us to talk about building a technology stack for breakaway and established advisory firms, including which piece of the stack should be the hub for the rest of a firm's data. He also gives us his thoughts on which portfolio accounting technologies are doing the most innovative work, and gives us directions to his favorite taco spot in the country. 

Join hosts Johnny Sandquist (Three Crowns Copywriting & Marketing) and Torie Happe (Flyer) to listen in on the conversation and join us every Thursday for new taco drops.

Today we welcome Jason Wenk, the founder of Altruist. Jason covers a lot of ground with us in this episode—including lessons he's learned about leadership, why Altruist puts so much emphasis on design thinking in its product development, and why fish tacos are the best (even if Torie disagrees). 

Join hosts Johnny Sandquist (Three Crowns Copywriting & Marketing) and Torie Happe (Flyer) to listen in on the conversation and join us every Thursday for new taco drops.