TacoTech

This week we chop it up with Craig Cintron, the Head of Institutional Technology Consulting at TD Ameritrade, to chat about his consulting philosophy and the trends he's seeing among advisor technology adoption.

We also talk about Kevin Bacon, margaritas, and Johnny drops a quote from Mean Girls. It's a good time.

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 we're joined by the new President & CMO of Three Crowns Copywriting & Marketing, Zach McDonald.

Zach talks with us about ethical marketing for financial advisors, the role that digital ads should play in a firm's communication plan, and why his favorite tacos in the country are the ones he can make right in his kitchen.

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 Nyle Bayer, CMO at Helios Plans. We pass the (figurative) peace pipe around to talk with him about it means to build relationship equity, why cauliflower in tacos can be a good thing, and look at the future of Helios tech.

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.

Tune in as Dan Bolton, Managing Director of Customer Marketing at Riskalyze, talks with us about the current state of events in wealth management. 

We'll talk about this year's Fearless Week, how planning a digital event is different than an in-person conference, look into the future of advisor events, and let you in on the secret of how Dan and Torie's friendship started (champagne at work is involved).

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.

FiComm co-founder and CEO Megan Carpenter guests on TacoTech this week to talk about what her firm is doing to help financial advisors get more comfortable with video marketing. We also discuss the important conversation the industry is having right now about diversity and inclusion, and talk about her favorite tacos to serve at Casa de Carpenter. 

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 we're visited by guest Ryan Shanks, the co-founder of FA Match. Ryan talks with us about the state of advisor recruiting, how to automate the process to help both firms and individual advisors, and how he came up with the idea for the FA Match Happy Hour to keep the wealth management industry connected during shelter-in-place. We also talk about his favorite new fintech company and get deep into the taco talk. 

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.

We’re joined by Christopher Norton, Director of Marketing at Potomac Fund Management, and get some truly hot takes. Tune in for spicy talk about the technology he loves (and hates), and get the inside story of how he burned a wooden spatula. Want to tune into a specific segment? Check out the markers below:

Which Advisors are the Best Marketers Right Now - 1:20

The State of Video Marketing for Advisors - 4:45

The New Potomac Union UMA Platform - 13:45

The Tech Christopher Loves Right Now - 20:45

Hot Taco Talk (Why You’re Really Here) - 29:40

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.

Justin Castelli, Founder of RLS Wealth, joins TacoTech to give us a peek behind the curtain of his advisory firm's recent rebrand. He tells us how he manages building a company brand with a personal brand, the financial planning technology that gets him excited, and the gas station tacos he can't get enough of. 

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 we chat with Tyrone Ross, Director of Community at Altruist, about why financial literacy is important for all demographics, and what financial services companies are doing to push that narrative forward. We also discuss his not-so-popular food takes and why giving back is so important to him.

Our special guest this week is Samantha Russell, CMO of Twenty Over Ten. Listen now to learn how to personalize marketing communications for every advisor in your firm (because they're all different people, right?), what it takes to develop a good relationship between your sales and marketing teams, and discover Samantha's love for fish tacos and Topo Chico mineral water...even though we weren't quite sure if we could remember its name. Hosted by Torie Happe (FIX Flyer) and Johnny Sandquist (Three Crowns Copywriting and Marketing).