Category: Video
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Financial Planning, Pro Bono Work, and Community Impact: Interview with Jorge Padilla
What does it look like when a financial advisory firm treats impact as an essential part of the job? In this conversation, Jorge Padilla, CEO of Meira Wealth, shares how his firm has spent decades investing in financial literacy, professional development, and community service and why those efforts matter more than ever as the industry works…
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Advisor Development and Investing in Talent in Wealth Management
The wealth management profession is built on relationships, and relationships require people. But a growing concern is emerging: a shortage of advisors just as client demand reaches new heights. In a recent Net Positive Consortium conversation, Kevin Corbett of Mariner spoke with Johnny Sandquist of Three Crowns Marketing to outline why talent and human capital…
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Webinar Replay: Winning the Talent Race
Today’s emerging advisors aren’t just searching for a job—they’re looking for purpose, mentorship, and momentum. This on-demand webinar combines insights from two powerful sources: Amplified Planning’s nationally recognized Externship Program and the newly released FinServ Foundation/FP Transitions Survey of Aspiring Advisors. Together, these findings offer a clear look at what next-gen professionals truly value—from structured…
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Andy Hill’s Everglades Restoration Efforts
What does it look like when an RIA firm lives out the Net Positive mission? In this episode, Johnny Sandquist of Three Crowns Marketing interviews Andy Hill, co-founder of Andrew Hill Investment Advisors and founding member of the Net Positive Consortium. Andy shares how his boutique firm in Florida punches above its weight when it…
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Podcast: Creating a Client-Centric Wealth Management Firm with Tom Orecchio
The following originally appeared in WealthManagement.com. In the latest Focus on the Future podcast episode, industry veteran Suzanne Siracuse chats with Net Positive Consortium member Tom Orecchio, CEO of Modera Wealth Management, about the evolving dynamics and secrets to building a successful financial advisory firm. Tom brings in his wealth of experience, sharing stories from…
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What It Means to Be a Net Positive RIA Firm (and How to Join the Movement)
What if your RIA firm gave more than it took—from your people, your clients, your community, and even the planet? In this conversation, Johnny Sandquist of Three Crowns Marketing sits down with Grant Rawdin (Wescott Financial Advisory Group), Mike LaMena (Wealthspire Advisors), and Suzanne Siracuse (Suzanne Siracuse Consulting) to unpack the origin story, vision, and…
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Building a Sustainable Culture in Wealth Management
Do you want to create an RIA making a measurable impact on the world? There’s few examples better to learn from than JC Abusaid, CEO of Halbert Hargrove. In this conversation with Johnny Sandquist of Three Crowns Marketing, JC discusses the importance of building a sustainable culture in the wealth management industry with a particular…
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Creating a Net Positive Wealth Management Industry with FP Transitions
In this conversation, Johnny Sandquist of Three Crowns Marketing speaks with Scott Leak from FP Transitions about the importance of creating a net positive industry in wealth management. As a firm that helps advisors navigate acquisitions and talent transitions, FP Transitions plays a key role in supporting independent advisors. Now, as the very first strategic…
