TacoTech

Our guest today is Nina O'Neal, Partner & Investment Advisor with Archer Investment Management. Nina fills you in on what's happening with the network she started for women advisors, the Female Advisor Network. We also get into a discussion about the best ways for men in financial services to support their female colleagues, and of course talk about her love for tacos.

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.

Emily Binder is one of the foremost authorities on voice marketing in the wealth management industry and she brings her wisdom to the TacoTech crew. Listen to today’s episode to know why sonic branding is the next frontier for advisory firms who want to establish an irresistible brand that connects with investors and how to get more people to engage with your podcast.

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.

This week's guest is none other than the maverick of advisor PR himself, Jason Lahita, the founding partner of Streetcred PR. Jason joins us to talk about the role that public relations should play in an advisory firm's overall marketing strategy, what advisors can do to prepare themselves to take advantage of updated SEC advertising rules, and why his favorite tacos come on a blue plate.

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's special guest is Jud Mackrill, the CEO of a new fintech company called Milemarker and the former CMO of mega-RIA Carson Group. Jud joins us to talk about how wealth management firms can create a better advisor and client experience through a better understanding of their data and using APIs. It's a little bit of a "she who controls the data, controls the world" type of situation.

We also talk about the most important company in all of fintech (according to Jud) and his favorite tacos. Plus, Sam Elliott gets a shout out.

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 episodes.

This week's guest is Penny Phillips, founder of Thrivos Consulting. We chat about the value of behavioral coaching for financial advisors, the disruption the next-generation of clients and advisors are effecting in wealth management, and how shifting expectations and demographics will impact the services advisors provide and the way they charge for those services.

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 episodes.

Matt Ackermann, Chief Content Officer at Integrated Partners, kicks off season 2 of TacoTech with what many are calling our finest episode yet. In this one, Matt reveals what it's like to hang out with Johnny and Torie after 1 AM at conferences, what prompted him to leave his longtime home of InvestmentNews to create content with Integrated Partners, and why Mark Cuban is one of his favorite interviews ever.

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 episodes.

The moment you've dreaded is here—season one of TacoTech is over. But we're going out with a bang. Listen along as Johnny and Torie relive their favorite taco hot takes and the fintech trends that stuck out from all of the guests we interviewed. We also cover what's ahead in season two and get sidetracked into a heated debate about how long it's appropriate to listen to Christmas music.

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 episodes.

This week's guest is Dani Fava, the Head of Strategic Development at Envestnet. Dani chats with us about how and why content creation for financial advisors has become decentralized from major brands and traces the trend to movements including TikTok and bitcoin. She also gives us an interesting opinion about tacos, but an even more interesting fact about the origin of the word itself.

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 episodes.

Hey there fintech fans and taco lovers! Today's guest is Gary Zimmerman, founder and CEO of MaxMyInterest. 

Gary talks with us about why he started Max and how it helps investors (and financial advisors) make the cash in their checking or savings accounts work for them instead of...just sitting there. He also gives us his thoughts on software integration in wealth management.

And of course we talk about tacos. 

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 episodes.

This week's very special guest is a longtime friend of the TacoTech team, Kyle Van Pelt. There are barely any topics we don't cover in this one. Kyle tells us exactly what it means to lead strategy and innovation at Black Diamond, a portfolio management software. We also look into the future of fintech to get his thoughts on where we'll be in five years, discuss bitcoin,  compare our esports skills, and of course—get into a lively discussion about the best tacos.

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 episodes.