Three Crowns Marketing

Don’t let day one of #SchwabIMPACT pass by without getting a peek at the new long/short direct indexing strategies in the Alphathena platform. Announced today! Come say hi to Kerri and Josh to see how your clients could benefit 💡

In one more week, you catch Josh Harris, our VP of Growth, at this year's Financial Planning Advise AI event. We can't wait to see you there and chat all things AI, direct indexing, and #WealthTech. Let us know if you'll be there, and come by our booth to say hello!

Did you get your ticket to #AdviseAI by @finplan yet?! This is one of my FAVORITE events of the year, and for many reasons. I cover them all in the video below—don't miss it! 👀👇 From live demos to real-time learning and networking with "who's who" in the world of AI in financial services, this is an event I encourage ALL financial advisors to attend. (Plus...who doesn't love Las Vegas!) 🎰 Grab your ticket here! ➡️ conference.financial-planning.com/event/dbc1d0ad…

Lead generation is not just about showcasing what you do as a financial advisor. It’s about connecting with people on a personal level and earning their trust, which is why it’s instrumental to master it. Check out our latest blog. threecrownsmarketing.com/blog/lead-gene…

Direct indexing prioritizes investing according to your clients' values. But that doesn't mean it can safeguard against Mercury-in-Retrograde. See you soon, @FutureProof_HQ!

Today, we’re kicking off a series of very wrong answers to a very real question: "What is direct indexing?" We’ll be unpacking the truth at this year's @FutureProof_HQ, talking live with advisors transforming their businesses by moving beyond off-the-shelf portfolios.

⭐ Feature Friday: AI-Driven Tax-Loss Harvesting ⭐ Our platform identifies real-time loss opportunities and coordinates across household accounts to reduce wash sale risk. Click our profile to schedule a demo.

Our new guide, “The Ultimate Guide to Direct Indexing" is a practical roadmap to scaling personalized investing so you can prove your value in every portfolio you build. 👉 Download now: landing.alphathena.com/direct-indexin… #directindexing #investing #personalization

It might be summer but the fall conference season for #RIA firms will be kicking off in just a few more weeks, starting with @FutureProof_HQ 🔥 Which events will you be at? threecrownsmarketing.com/blog/2025-best…

With Alphathena, advisors can unlock 0.75%–2% in tax alpha for clients—in under a minute. Yep, one quick monthly review = real, compounding value. Personalization. ✅ Tax loss harvesting. ✅ Time-saving automation. ✅ You’re just one minute away alphathena.com

*adds to list of must-attend events*

📈 Elevate your client communications with our customizable brochures! Designed to inform and build trust, white-labeled materials integrate your branding, enhancing your advisory services. 🔗 Explore the brochures: alphathena.com/brochures/ #FinancialAdvisors #Client #FinTech

The 2025 Growth Survey is here, and it’s packed with eye-opening insights. How do advisors grow faster today? What matters most to investors? Our latest survey (425+ firms, 1,000+ investors) tells the full story. 🚀 Organic growth is up. 📊 Risk alignment matters more than ever before. 👥 Trust beats bells and whistles. hubs.ly/Q03l4JXH0 #Nitrogen #WealthTech #GrowthStrategies

🚨 New features just dropped in Risk Center, Advisory Fees, and Retirement Planning! Join our Product Team on Wednesday, May 14 at 2 PM ET as they walk through the latest updates designed to streamline workflows, improve portfolio accuracy, and elevate your client experience. ✔️ Enter shares manually in Risk Center ✔️ Apply fees by portfolio or account ✔️ Enhanced Social Security & pension planning 🗓️ Save your spot: hubs.ly/Q03kM7Bw0 #WealthTech #Product #Nitrogen #ClientEngagement

Our founder and CEO, Mohan Nadiu, sat down with Julie Kuhling, founder and CEO of RIA Channel, to talk all things Alphathena. Our all-purpose platform is here to support #financialadvisors to make direct indexing a breeze. Chat with us today. alphathena.com/contact-us/

The biggest frustration clients have with their accountants is that they only hear from them once a year. When? Right around tax time! David and Suzanne Stone, co-founders of IRS Solutions, are working to change that. Check it out: threecrownsmarketing.com/blog/irs-solut…

If your website traffic’s doing a disappearing act and zero-click searches have you yelling at the sky, don’t panic—we gotchu. In this video, our CEO Johnny Sandquist breaks down: 🍽️ EEAT (Experience, Expertise, Authoritativeness, Trustworthiness). threecrownsmarketing.com

📣 IMPORTANT UPDATE: New Dates for the Fearless Investing Summit! Our venue is undergoing some unforeseen renovations, and in the spirit of delivering the best possible experience, we've made the decision to move the dates of the Fearless Investing Summit to February 18-20, 2026 at the Hyatt Regency Denver. After all, jackhammers during a main stage panel is not how we roll. While this change was unexpected, our commitment to hosting a top-tier event with zero disruptions (and definitely no hard hats required) remains rock solid. Thanks for rolling with us—here's what you can look forward to in 2026: ✅ The same incredible event you know and love ✅ A fully renovated, upgraded venue ✅ The Fearless energy, networking, and insights you count on If you've already registered, your ticket rolls over - no action needed. Can't make the new dates? No problem, just reach out to our team to secure your refund. 🎟️Grab your tickets today - Early Bird pricing is available now! hubs.ly/Q03jByBb0 #FearlessInvestingSummit #FIS #Nitrogen

"We don’t need a website; people can just call us!" …And that’s why no one calls. 📞❌ Time to change that. Let us build a website for you that gets the calls and the clicks. threecrownsmarketing.com #FinanceMemeMonday #DigitalMarketingMatters

Tired of throwing your marketing budget into the Paid Ads Black Hole and hoping for the best? 😩 In this vid, I’m dropping ONE important lil' tip to get you started — fast, free, and effective. More at: threecrownsmarketing.com