TacoTech

This week Johnny and Torie are thrilled to welcome Sheryl Hickerson, the founder of Females and Finance. Sheryl talks with us about the mission of Females and Finance and how it came to be, what men can do to be good allies to women professionals in the financial services industry, and at the end of the episode she leaves us speechless with her taco recipe. Thanks for listening!

Is it Thursday again already? This week, the COO of NaviPlan by Advicent, Tony Stich, joins us for a truly epic episode. He talks with us about creating brand awareness, how to plan for and execute an amazing party, and he reveals that the best tacos in Milwaukee can be found...in a gas station? It's all in this episode of TacoTech.

This week's episode features guest Sonya Dreizler. She's an author, speaker, advocate for ESG investing and she's been transforming conversations in finance as the founder of Do Better Solutions. Sonya talks to us about harassment and equality in financial services, what it means to be an ally, and gives us a peek inside her kitchen to see what her family's taco night looks like. File this one under "must listen."

In this week's episode, Johnny and Torie get into why and how you should use video in your communications to connect with people and build trust, even when you can't be there in person. On the fintech side, we chat about Orion's new marketing platform and discuss Square and Paypal's part in the PPP loans. As a bonus, there's also a small audio glitch that makes Johnny sound like a robot for five seconds.

Brian McLaughlin is a legend in the fintech industry. His company, Redtail, owns the majority of the CRM market for financial advisory firms. But more than that, he's a supremely awesome guy and a great friend. We had Brian on this week to talk about how Redtail is maintaining a strong workplace culture during shelter in place, and get into a lengthy discussion about the country's best tacos.

Crisis communication may not be fun, but it is essential. In today's episode, Johnny Sandquist and Torie Happe give their thoughts for how financial advisors can effectively communicate during a crisis. We also talk about what fintech companies are doing to offer COVID-19 relief. PLUS! Torie's dog intrudes.

Johnny Sandquist of Three Crowns Copywriting & Marketing and Torie Happe of FIX Flyer give you their best tips about making work from home awesome instead of awful. We also explain why this podcast is called TacoTech, and talk about the people in financial services who are creating the most helpful content for financial advisors right now.