Shows
TacoTechTacoTech JR Episode 1: New Kids on the CastWe are changing things up and having some summer fun in today's episode as co-hosts Johnny Sandquist and Torie Happe welcome their kids to the podcast. They're giving perspective on what money means to them, how they save for special things, and what they think their parents actually do for work.
2022-07-2908 minTacoTechComing LIVE from T3 2022 - Kartik Srinivasan from SchwabIn our final episode recorded live at the 2022 T3 Advisor Conference, we welcome Kartik Srinivasan, Director - Head of 3rd Party Integration, Digital Advisor Solutions, at Charles Schwab. Kartik discusses trends like the personalization of investments, how Schwab is elevating advisor tech experiences with API solutions, and why he's so excited about advancements in client onboarding.
2022-07-2613 minTacoTechComing LIVE from T3 2022 - Randy Cass from Nest WealthCanada invades the United States in this episode of TacoTech. Randy Cass, CEO of Nest Wealth, chats with Johnny and Torie about the white-label digital wealth platform that Nest Wealth provides to help modernize client experiences for banks and financial institutions, how fintech can help advisors provide more financial advice to more people, and why Nest Wealth wants to be a "multiplier" instead of the desktop of the advisor tech experience.
2022-07-2614 minTacoTechComing LIVE from T3 2022 - Robb Baldwin from TradePMRRobb Baldwin, CEO of TradePMR, joins Johnny and Torie in this live episode from the 2022 T3 Advisor Conference. Robb offers his thoughts on how improvements to digital onboarding are shaping the advisory industry, the importance of combining great customer service with great technology, and how TradePMR provides a well-rounded and focused client experience for their advisors.
2022-07-2107 minTacoTechComing LIVE from T3 2022 - Christophe Gauthron from KwantiJohnny and Torie welcome Christophe Gauthron, the CEO of Kwanti, into the TacoTech hot seat. Christophe talks his views on the latest T3 Advisor Technology Survey, the importance of ESG investing and direct indexing for today's advisors, and how Kwanti approaches customer service to keep its advisory clients happy for years.
2022-07-2107 minTacoTechComing LIVE from T3 2022 - Brian Shenson from Springboard Advisory GroupIn another new episode recorded live in the hallways of the 2022 T3 Advisor Conference, we chat with Brian Shenson, Principal of Springboard Advisory Group. Brian chats with Johnny and Torie about the new fintech trends he's excited to follow, how he's seen the wealth management industry change over the last few years, and the importance of service delivery for new fintech providers.
2022-07-2110 min
TacoTechComing LIVE from T3 2022- John Mackowiak Chief Business Development Officer at AdvyzonOn todays episode we catch up with John Mackowiak Chief Business Development Officer at Advyzon on the trends he noticed on the T3 survey results, the M&A activity and how Advyzon builds to fit their advisors needs. He also drops his love for a very special taco shop thats near and dear to him
2022-06-3011 minTacoTechComing LIVE from T3 2022 - Carissa Turnell Sr. Manager of OCTO at F2 StrategyOn this latest episode, we chat with Carissa Turnell Sr. Manager of OCTO at F2 Strategy about the important changes our space has made over the last two years, how OCTO helps advisor succeed and of course her love of fresh fish tacos...just not in St. Louis.
2022-06-3010 minTacoTechComing LIVE from T3 2022-Ben Webster OWL ESGOn todays drop, we chat with Ben Webster from OWL ESG. We get into why ESG data is important, how ESG is trending in the finance space and how advisor can start integrating ESG into their portfolio building. Ben also drops his true love tacos and where he gets them.
2022-06-3014 minTacoTechComing LIVE from T3 2022- Chris Field Chief Growth Officer of HolistiplanChris Chief Growth Officer of Holistiplan chats with us about Holistiplan's 10k user launch, the T3 survey results, and the most Texan taco ever.
2022-06-2313 minTacoTechComing LIVE from T3 2022- Marwa Zakharia CEO AssetBookWe chat it up with Marwa Zakharia on what she was excited to see at T3, we pull the curtain back on AssetBooks incredible growth, and why they are being intentional in hiring women in the industry.
2022-06-2311 minTacoTechComing LIVE from T3 2022-John O'Connell of The Oasis GroupJohn O'Connell CEO of Oasis Group catches us up on all the new growth and updates him and his team have been working on. We touch on the great wealth transfer happening, his new book Rise of the Activist Investor, and his hot take on best tacos in America.
2022-06-2312 minTacoTechDesigning WealthTech with Rich CancroToday's guest is Rich Cancro, the founder and CEO of AdvisorEngine, a wealth management platform for financial advisors.
TacoTech co-hosts Torie Happe and Johnny Sandquist chat with Rich about the update of Junxure CRM to AdvisorEngine CRM and how user feedback helped build the next generation of the software.
We also look ahead to AdvisorEngine's annual Drive conference, happening May 2022 in Austin, and get the 411 on his favorite tacos.
2022-04-1533 minTacoTechLearning what Onyx Advisor Network Is with Dasarte YarnwayOn this latest episode with Dasarte Yarnway founder of Berknell financial and Onyx Advisor Network we discuss the reason him and his co-founder Emlen Miles-Mattingly started Onyx Advisor Network, how he tells advisor stories through the human advisor podcast by Altruist, and what is the wheel of feelings.
2022-04-0736 minTacoTechEstate Planning with Andres MazabelToday Johnny and Torie chat with Andres Mazabel Head of Advisor Sales at Trust and Will about the importance of estate planning, the idea that the death talk shouldn't be scary and how to bridge the gap from compliance to offering estate planning to clients.
2022-03-3119 minTacoTechIntegrating Advisor Data With David BenskinOn this episode of TacoTech, Johnny and Torie deep dive with Wealth Access CEO David Benskin on the importance of data integrations for advisors. We cover the hot topic of what advisors should think about while adding new technology to their tech stacks and how will they lead to success.
2022-03-2425 minTacoTechSolving The Advisor Billing Fee Issues With Lacey ShrumOn todays episode we chat with Lacey Shrum founder of SmartKx talks with us why advisor need to pay better attention to their billing fees, how SmartKx helps take that headache away and how bitcoin all fits into this.
2022-03-1731 minTacoTechAdvisor Coaching With Jamie HopkinsOn the latest drop of TacoTech we chat with Jamie Hopkins Managing Partner of Wealth Solutions at Carson Group about the importance of advisors getting coaching while running their business, how he comes up with his wipe board sessions and the importance of attending Excel.
2022-03-1035 minTacoTechRaising Financially Smart Kids with Alex and Rosa ChalekianWelcome back TacoTech Family! Season 3 kicks off with Fintech's royal couple Alex and Rosa Chalekian chat with us about surviving WFH life together, raising financially smart kids and we really learn who wears the pants in the Chalekian home.
2022-01-1925 min
Taco TechEl regreso y noticias de unos 6 mesesAcompañenos a escuchar un poco los motivos de nuestra pequeña pausa creativa y un resumen de las noticias de mayo a noviembre del 2021 en el mundo de la tecnologia. #TacoTech
2021-12-291h 12
TacoTechManaging Health And Wealth With Dr. Joy LereOur 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.
2021-09-0932 minTacoTechEntrepreneurship and Inspiration with Tina PowellWe'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.
2021-06-1030 minTacoTechThe Gamification of Financial Planning with GoalBased InvestorsToday'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.
2021-06-0320 minTacoTechThe Art of Financial Planning with Adam HoltThis 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...
2021-05-1331 minTacoTechTwitter, Tacos, and Decentralized Finance with Caitlin CookYour 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.
2021-05-0619 minTacoTechThe Essentials of Tax Planning with HolistiplanEvery 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.
2021-04-2924 minTacoTechThe Digital 401k Transformation with Aaron SchummToday 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.
2021-04-2226 minTacoTechOpen APIs and Advisor Trading with Brian RossToday'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...
2021-04-0821 minTacoTechThe State of Portfolio Management Technology with Alex FrantzAlex 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 T...
2021-04-0118 minTacoTechBuilding a Tech Stack with Mike BetzToday'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 n...
2021-03-1819 minTacoTechHow to Build an Industry Changing Company with Jason WenkToday 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.
2021-03-1128 minTacoTechElevating Women Advisors with Nina O'NealOur 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.
2021-03-0423 minTacoTechThe Power of Voice with Emily BinderEmily 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.
2021-02-2521 minTacoTechCredibility Marketing with Jason LahitaThis 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.
2021-02-1124 min
TacoTechIntegration as a Service with Jud MackrillToday'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...
2021-02-0419 min
TacoTechManaging Disruption in Financial Services with Penny PhillipsThis 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.
2021-01-2825 min
TacoTechCreative Content with Matt AckermannMatt 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.
2021-01-2120 minTacoTechEpisode 21: Favorite Moments and Season 1 FinaleThe 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.
2020-11-1217 minTacoTechEpisode 20: The Decentralization of Finance with Dani FavaThis 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.
2020-10-2920 minTacoTechEpisode 19: Maximizing Your Cash with Gary ZimmermanHey 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 fo...
2020-09-2425 minTacoTechEpisode 18: The Future of Fintech with Kyle Van PeltThis 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...
2020-09-1732 minTacoTechEpisode 17: Building Strong Client Relationships with Craig CintronThis 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.
2020-09-1028 minTacoTechEpisode 16: Ethical Marketing with Zach McDonaldThis 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.
2020-09-0327 minTacoTechEpisode 15: Relationship Equity with Nyle BayerThis 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.
2020-08-2038 minTacoTechEpisode 14: The State of Wealth Management Events with Dan BoltonTune 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.
2020-08-1323 minTacoTechEpisode 13: Marketing Your True Self with Video and Authenticity featuring FiComm's Megan CarpenterFiComm 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.
2020-08-0632 minTacoTechEpisode 12: Staying Connected with Ryan ShanksThis 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 f...
2020-07-3020 minTacoTechEpisode 11: Why Advisors Should Care About Potomac's Union Platform with Christopher NortonWe’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 (Wh...
2020-07-1634 minTacoTechEpisode 10: Why Financial Advisors Need Great Branding with Justin CastelliJustin 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.
2020-07-0930 minTacoTechEpisode 9: Why Financial Literacy Matters with Tyrone RossThis 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.
2020-06-2543 minTacoTechEpisode 8: How to Personalize Your Marketing with Samantha RussellOur 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).
2020-06-1819 minTacoTechEpisode 7: Crafting a Network with Sheryl HickersonThis 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!
2020-06-1117 minTacoTechEpisode 6: How to Throw an Epic Party with Tony StichIs 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.
2020-06-0426 minTacoTechEpisode 5: Do Better with Sonya DreizlerThis 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."
2020-05-2825 minTacoTechEpisode 4: Using Video to Build RelationshipsIn 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.
2020-05-1416 minTacoTechEpisode 3: Creating Raving Fans with Brian McLaughlinBrian 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.
2020-05-0533 minTacoTechEpisode 2: How to Communicate During a CrisisCrisis 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.
2020-04-3014 minTacoTechEpisode #1: How to Make Working From Home AwesomeJohnny 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.
2020-04-2216 min