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TacoTech

TacoTech

By TacoTech
A podcast where two friends talk about fintech trends in the wealth management industry...and tacos.
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Episode 8: How to Personalize Your Marketing with Samantha Russell

TacoTech

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Managing Health And Wealth With Dr. Joy Lere
Our guest today is Dr. Joy Lere, clinical psychologist and co-founder of Shaping Wealth. In today's episode, Joy talks about how every part of a clients wellbeing is connected and why her and her co-founder Brian Portnoy founded Shaping Wealth. Joy also talks about how marrying up gets you access to the best tacos on planet Earth. 
32:10
September 9, 2021
Entrepreneurship and Inspiration with Tina Powell
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. Subscribe to join hosts Torie Happe (OnRamp Invest) and Johnny Sandquist (Three Crowns Copywriting and Marketing)  as they bring fresh fintech conversations to you every week.
30:24
June 10, 2021
The Gamification of Financial Planning with GoalBased Investors
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. 
20:31
June 3, 2021
The Art of Financial Planning with Adam Holt
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.
31:19
May 13, 2021
Twitter, Tacos, and Decentralized Finance with Caitlin Cook
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.
19:02
May 6, 2021
The Essentials of Tax Planning with Holistiplan
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. 
24:11
April 29, 2021
The Digital 401k Transformation with Aaron Schumm
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.
26:46
April 22, 2021
Open APIs and Advisor Trading with Brian Ross
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: What's an Open API? Why open integrations in fintech make solutions better for everyone How trading technology will change over the next 5 years Will advisors ever leave their spreadsheets behind for more automated technology? 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.
21:07
April 8, 2021
The State of Portfolio Management Technology with Alex Frantz
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.
18:35
April 1, 2021
Building a Tech Stack with Mike Betz
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.
19:54
March 18, 2021
How to Build an Industry Changing Company with Jason Wenk
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.
28:09
March 11, 2021
Elevating Women Advisors with Nina O'Neal
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.
23:54
March 4, 2021
The Power of Voice with Emily Binder
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.
21:59
February 25, 2021
Credibility Marketing with Jason Lahita
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.
24:07
February 11, 2021
Integration as a Service with Jud Mackrill
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.
19:44
February 4, 2021
Managing Disruption in Financial Services with Penny Phillips
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.
25:13
January 28, 2021
Creative Content with Matt Ackermann
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.
20:19
January 21, 2021
Episode 21: Favorite Moments and Season 1 Finale
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.
17:42
November 12, 2020
Episode 20: The Decentralization of Finance with Dani Fava
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.
20:58
October 29, 2020
Episode 19: Maximizing Your Cash with Gary Zimmerman
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.
25:22
September 24, 2020
Episode 18: The Future of Fintech with Kyle Van Pelt
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.
32:21
September 17, 2020
Episode 17: Building Strong Client Relationships with Craig Cintron
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.
28:04
September 10, 2020
Episode 16: Ethical Marketing with Zach McDonald
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.
27:13
September 3, 2020
Episode 15: Relationship Equity with Nyle Bayer
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.
38:16
August 20, 2020
Episode 14: The State of Wealth Management Events with Dan Bolton
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.
23:05
August 13, 2020
Episode 13: Marketing Your True Self with Video and Authenticity featuring FiComm's Megan Carpenter
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.
32:41
August 6, 2020
Episode 12: Staying Connected with Ryan Shanks
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.
20:55
July 30, 2020
Episode 11: Why Advisors Should Care About Potomac's Union Platform with Christopher Norton
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.
34:44
July 16, 2020
Episode 10: Why Financial Advisors Need Great Branding with Justin Castelli
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.
30:38
July 9, 2020
Episode 9: Why Financial Literacy Matters with Tyrone Ross
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.
43:17
June 25, 2020
Episode 8: How to Personalize Your Marketing with Samantha Russell
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).
19:31
June 18, 2020
Episode 7: Crafting a Network with Sheryl Hickerson
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!
17:41
June 11, 2020
Episode 6: How to Throw an Epic Party with Tony Stich
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.
26:47
June 4, 2020
Episode 5: Do Better with Sonya Dreizler
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."
25:54
May 28, 2020
Episode 4: Using Video to Build Relationships
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.
16:46
May 14, 2020
Episode 3: Creating Raving Fans with Brian McLaughlin
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.
33:04
May 5, 2020
Episode 2: How to Communicate During a Crisis
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.
14:31
April 30, 2020
Episode #1: How to Make Working From Home Awesome
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.
16:14
April 22, 2020