$12 trillion. That’s how large the protection gap is for American consumers who are underinsured or uninsured. Financial security professionals are best poised to help people overcome the financial instability that comes with insufficient coverage, but how do advisors, wealth managers, and financial planners know which of their clients may fall into this bucket? And…
Marketing
Elevating a business with your personal brand From the desk of Johnny Sandquist CEO & Founder, Three Crowns Copywriting & Marketing -July 1, 2021 One of the most-asked questions I receive when talking about personal brands is this one: “Is it possible for my personal brand to coexist with the brand of my parent company?”...
3 ideas for a better social media presence From the desk of Johnny Sandquist CEO & Founder, Three Crowns Copywriting & Marketing -June 23, 2021 Social media, for all its faults, has become one of the most important ways for people to connect with each other in the twenty-first century. There’s never been another invention…
5 Steps for cultivating a unique personal brand From the desk of Johnny Sandquist CEO & Founder, Three Crowns Copywriting & Marketing -June 16, 2021 A personal brand can seem like a mysterious, intangible thing at first glance. One of those “you’ll know what it is when you see it” kinds of things. But if…
What is a Personal Brand and Why Should Financial Security professionals care
Topics: Marketing, practice management
From the desk of Johnny Sandquist CEO & Founder, Three Crowns Copywriting & Marketing -June 9, 2021 You need a personal brand. Here’s what that does—and doesn’t—mean Think about all your favorite companies and brands. What comes to mind first? If you’re a sneakerhead, you think of Nike. And if you think of Nike, you’re…
PPP Loans – To Keep or Not to Keep – Slide Deck(opens new window)
We have increasingly heard questions from members about required certifications for the PPP, what disclosures there will be about PPP participation, and as a result, whether members or clients should take advantage of the safe harbor to return PPP funds which closes on May 14. In order to qualify for a PPP loan, the applicant…
News You Can Use May 01, 2020 SEC Says PPP Loans MAY Require Disclosure to Clients Yesterday the SEC announced staff guidance relating to reporting obligations for investment advisory firms that receive a Paycheck Protection Program (PPP) loan. The directive from SEC staff explains that “If the circumstances leading [an advisory firm] to seek a...