Three Crowns Copywriting and Marketing LLC

Does your #RIA need to have a data lake? Or a data warehouse? What's this all about anyway? John O'Connell, MBA of The Oasis Group has the answers. Show this video to your CEO, CTO, and anyone else responsible for your #WealthTech and #cybersecurity ??

Fees have been shaking things up across #financialservices and wealth management—everywhere, it seems, except #advisorfees. So, what’s the deal with the classic 1% advisory fee? Is it here to stay, or are changes on the horizon? And if so, when and why? Join Three Crowns CEO Johnny Sandquist and Gary Roth, Co-founder and Co-CEO of Modern Wealth Management, as they dive into the future of fees for financial advisors in this lively and thought-provoking discussion! https://lnkd.in/gD6uDziU

Big news drop: The #WealthTech CRM landscape got a little more competitive today with the unveiling of Advisor CRM. All-in-one? Free? It's getting our attention... https://lnkd.in/gtgwr8Sb

? Building a standout website for your RIA practice? Our CEO, Johnny Sandquist says it best: prioritize user experience and content relevance over credentials. ???? Your site should be a reflection of your team's personality, showcasing who you are and the values you bring to clients. Pro tip: Invest in authentic, high-quality team photos and engaging videos—these human touches foster real connections. ???? Add widgets like text-enabled contact tools and highlight testimonials to boost conversions and trust. ?? Remember: Speak to a specific audience, focus on their needs, and let your messaging shine. First impressions matter, and you've got just seconds to make yours count! ???? #WebsiteDesign #MarketingTips #RIA #ClientConnections

??Survey deadline extended?? You can still add your voice to the 2024 Advisor Conferences Survey and shape insights into the "why" of industry events. We're collecting submissions until November 30. It takes 3 minutes and it's all completely anonymous. Thank you for your important participation! The link is in the comments. #Events #AdvisorConferences #SchwabIMPACT #MSUM24

Our co-founder and co-CEO Gary Roth recently spoke with Johnny Sandquist at RIA Edge West to discuss why it’s time to rethink the 1% fee model.? ? In the conversation, Gary notes that while fee compression remains a prevalent topic, clients increasingly value a premium, comprehensive service experience that justifies its cost. Rather than competing on price, he encourages advisors to sharpen and articulate their unique value proposition, from tax planning to estate guidance and other holistic service offerings. ? Watch the full interview with Three Crowns Copywriting and Marketing LLC to learn more about Gary’s outlook on fees.?https://lnkd.in/gYKa-hCB #wealthmanagement #financialplanning #bemodern

Don't forget: Add your voice to this industry survey on advisor conferences! #TradeShow #Conferences #FinancialAdvisor

Partner with a team that understands the unique challenges of the wealth management industry. Let’s create a custom brand that sets your firm apart. Chat with us today: https://lnkd.in/g3D3hacx #FinancialMarketing #DigitalMarketing #WebsiteDesign

With the recent news about Zeplyn raising a $3 million seed round, now seems like the perfect time to highlight the product video we produced for them just before this year's #FutureProofFestival. Are you leveraging an #AI assistant to support your team's workflows? Now might be a great time to look at what Zeplyn can do for you ??

Will we see you at MarketCounsel Consulting #MSUM24?? If you're running a growing RIA, this is the event you can't afford to miss.