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 advisors should be looking for in custodians — and how Entrustody is revolutionizing the industry by offering custody as a service. He also shares why digital marketing is important to embrace.
Episode 45 of “On the Circuit” was recorded live from the Fearless Investing Summit in October 2023 in Miami.
“On the Circuit” is a podcast where conversation sparks innovation, hosted by Johnny Sandquist from Three Crowns Marketing. Season 2 finds Johnny recording live conversations with guests at industry conferences like Fearless Investing Summit and Nebraska FPA Wealth Management Conference. In these insight-packed episodes, guests share advice and dreams for the future of the industry.
Want to learn more about how Three Crowns can help you elevate your digital presence? Check out the links below to get started:
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 advisors should be looking for in custodians — and how Entrustody is revolutionizing the industry by offering custody as a service. He also shares why digital marketing is important to embrace.
Episode 45 of “On the Circuit” was recorded live from the Fearless Investing Summit in October 2023 in Miami.
“On the Circuit” is a podcast where conversation sparks innovation, hosted by Johnny Sandquist from Three Crowns Marketing. Season 2 finds Johnny recording live conversations with guests at industry conferences like Fearless Investing Summit and Nebraska FPA Wealth Management Conference. In these insight-packed episodes, guests share advice and dreams for the future of the industry.
Want to learn more about how Three Crowns can help you elevate your digital presence? Check out the links below to get started: