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On the CircuitEpisodes
Episodes of On the Circuit
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Don’t blame the advisor, blame the tech stack.According to Tony Stitch, CRO of Entrustody, there’s no substitute for a custodian that improves an advisor’s efficiency and closes prospects. Tony hops on the podcast to discuss the qualities that
A client is so much more than their AUM. Their health and overall happiness are on their mind more than their finances. Traditionally, though, financial planning forces advisors to focus on managing portfolio risk and keeping their eyes on the
As CEO of Opto Investments, Ryan VanGorder provides advisors with the software and platform to easily navigate the private markets. A well-balanced portfolio, one that will achieve a client’s end goals, includes both public and private investme
Communication is key in advisor-client relationships. “How do you communicate with clients effectively without understanding their behavior and personality?” Jerry Szatko, CEO of Unitifi, asks.Jerry and Unitifi, a wealth management technology,
Liability planning is not one of the usual services embedded in advisory practices, but Siddhartha Oza would like to see that changed – for the good of clients and advisors alike.According to Siddhartha, this gap is an opportunity for advisors
Competition in business is a tricky balance. A little bit is healthy and instigates creativity. Too much can hinder growth.In the realm of financial advice, individuals can all learn from each other, and both young and experienced advisors can
Nearly 68% of Americans don’t have an established will. That’s a cause for concern for both clients and advisors alike – but Matt Morris sees it as more of an opportunity than a problem. As CEO of EncorEstate Plans, Matt empowers advisors to cr
Any organization’s success boils down to people: you, the people you hire and the people you call clients.Stevens Capital Partners grew his business 4x in three years after coming onto the scene during the pandemic. David Stevens, President and
Digital and automated marketing introduce tremendous opportunities for advisors to find, reach and qualify more leads. But all the strong leads in the world mean nothing if advisors don’t get in front of these prospects and follow up. As Head o
Since acquiring Oakbrook Solutions in June 2023, F2 Strategy continues to refine their capabilities and hire experts in nuanced specialties like digital, data and CRM.With his combined experience as Chief Technology Officer and in the consultin
All work and no play makes for a dull advisor. Industry conferences and professional organizations are fantastic ways to connect with like-minded individuals, build a network of centers of influence (i.e., attorneys, CPAs and more) and gather v
Curiosity and vulnerability are the keys to building an authentic, diverse firm, says Julie Johnson, President and CEO of XY Communication. When you know yourself, you can attract the right clients. And now is a crucial time as ever for advisor
Trends come and go. Some stick around and have a lasting impact. Others are forgotten as quickly as they arrived.The Global Head of Investment Solutions at Dimensional Fund Advisors, Marlena Lee, dishes on both in this episode of “On the Circui
Tom Fields, CEO and founder of Fynancial, joins “On The Circuit” host Johnny Sandquist in a conversation recorded live from the Fearless Investing Summit in October 2023 in Miami.Fynancial is a social financial platform that’s already making wa
Season 2 of On The Circuit kicks off with host Johnny Sandquist talking to Tricia Rothschild at the Fearless Investing Summit October 2-4. In this episode, Tricia talks about Nitrogen’s recent rebrand, the future of Wealthtech and the growth p
In the season finale of On the Circuit, John O’Connell of Oasis Group joins Three Crowns CEO Johnny Sandquist to discuss the growing need for values-based investing, navigating the Great Wealth Transfer, the importance of cybersecurity educatio
In this episode of the On the Circuit podcast, Johnny Sandquist sits down with Angie Herbers, Founder of Herbers & Company, to discuss the challenges faced by advisory firms in achieving sustainable organic growth. She also categorizes industry
In this episode, Philipp Hecker sheds light on Bento Engine's value proposition, emphasizing the significance of offering proactive advice to clients during life events and age-based milestones. He explains how Bento Engine, an integrated techn
As a seasoned professional in advisor WealthTech, Diana Cabrices is adept at creating powerful narratives for innovative solutions providers. In her role today as Fractional Chief Evangelist and Founder at Diana Cabrices Consulting, she lends h
As GM and Head of Engagement at MarketCounsel and Hamburger Law, Ryan Marcus has a wealth of knowledge on what it takes to find success in wealth management. His previous work at United Capital, RIA in a Box, Morgan Stanley and other big-name w
In this episode of the On the Circuit podcast, Liang Zhao of Vansary discusses the challenges faced by Asian American women in tech and the need for greater representation. From client-focused public relations initiatives to overcoming stereoty
Aaron Klein sits down with Johnny Sandquist to talk about Nitrogen’s evolution from risk-centered solution to comprehensive growth platform in the wealth management industry. Hear all about his struggles and triumphs scaling the company formerl
In this episode of the On the Circuit podcast, Liang Zhao of Vansary discusses the challenges faced by Asian American women in tech and the need for greater representation. From client-focused public relations initiatives to overcoming stereoty
In the latest episode of On the Circuit, Johnny Sandquist and Brodrick Lothringer sit down with Sheryl O'Connor, CEO and Founder at IncomeConductor, to discuss human-first financial planning and the role technology plays in enhancing it. O'Conn
In this week’s episode, Dr. Mary Bell Carlson and Jonathan Walker challenge financial advisors to embrace technology and humanity to achieve efficiency and emotional intelligence with clients. These industry experts from the Financial Behavior
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