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Money Chronicles

Money Chronicles

Auteur(s): Three Crowns Copywriting & Marketing
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À propos de cet audio

Money Chronicles is a show where we go deep into our guests’ personal lives to discuss how they learned about money growing up, and how that history has impacted their careers in financial services. Join hosts Torie Happe of Holistiplan and Johnny Sandquist of Three Crowns Marketing to get to know your favorite people in the wealth management industry better than you ever thought you would.


Three Crowns Copywriting & Marketing Art
Épisodes
  • Creating a Healthy Financial Mindset: The Money Chronicles of Robert Sofia

    Creating a Healthy Financial Mindset: The Money Chronicles of Robert Sofia
    May 1 2024
    SummaryIn this episode of Money Chronicles, Johnny Sandquist and Torie Happe interview Robert Sofia, the CEO and founder of Snappy Kraken.We discuss Robert's journey in the financial industry and his inspiration for serving advisors, plus explore his first memories of money and how his parents' financial struggles influenced his own relationship with money.We wrap up the conversation focused on the importance of teaching financial independence to future generations and explore a deeply person...
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    12 min
  • Money with My Mom: The Money Chronicles of Tina Powell

    Money with My Mom: The Money Chronicles of Tina Powell
    May 1 2024
    SummaryIn this episode of Money Chronicles, Johnny Sandquist and Torie Happe interview Tina Powell, Head of Community at Intention.ly, and dive into her life story and explore her journey through the wealth management industry.Tina shares how growing up with a single mother who worked multiple jobs shaped her understanding of money and the value of hard work. She also discusses the importance of financial education and instilling good money habits in the next generation.TakeawaysGrowing up wi...
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    17 min
  • Money Lessons from the Ranch: The Money Chronicles of Madalyn Armijo

    Money Lessons from the Ranch: The Money Chronicles of Madalyn Armijo
    May 1 2024
    SummaryIn this episode of Money Chronicles, Johnny Sandquist and Torie Happe interview Madalyn Armijo, co-founder and COO of Dispatch, a data orchestration company. Madalyn shares how Dispatch operates behind the scenes of the tech stack to ensure client data flows smoothly across different platforms. She also discusses her background growing up on a family ranch and how her parents instilled financial discipline and a builder's mentality in her.To cap things off, Madalyn shares her wors...
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    14 min
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