TacoTech Podcast
1) TacoTech JR Episode 1: New Kids on the Cast
We are changing things up and having some summer fun in today's episode as co-hosts Johnny Sandquist and Torie Happe welcome their kids to the podcast. They're giving perspective on what money means t...Show More
2) Coming LIVE from T3 2022 - Kartik Srinivasan from Schwab
In our final episode recorded live at the 2022 T3 Advisor Conference, we welcome Kartik Srinivasan, Director - Head of 3rd Party Integration, Digital Advisor Solutions, at Charles Schwab. Kartik discu...Show More
3) Coming LIVE from T3 2022 - Randy Cass from Nest Wealth
Canada invades the United States in this episode of TacoTech. Randy Cass, CEO of Nest Wealth, chats with Johnny and Torie about the white-label digital wealth platform that Nest Wealth provides to hel...Show More
4) Coming LIVE from T3 2022 - Robb Baldwin from TradePMR
Robb Baldwin, CEO of TradePMR, joins Johnny and Torie in this live episode from the 2022 T3 Advisor Conference. Robb offers his thoughts on how improvements to digital onboarding are shaping the advis...Show More
5) Coming LIVE from T3 2022 - Christophe Gauthron from Kwanti
Johnny and Torie welcome Christophe Gauthron, the CEO of Kwanti, into the TacoTech hot seat. Christophe talks his views on the latest T3 Advisor Technology Survey, the importance of ESG investing and ...Show More
6) Coming LIVE from T3 2022 - Brian Shenson from Springboard Advisory Group
In another new episode recorded live in the hallways of the 2022 T3 Advisor Conference, we chat with Brian Shenson, Principal of Springboard Advisory Group. Brian chats with Johnny and Torie about the...Show More
7) Coming LIVE from T3 2022- John Mackowiak Chief Business Development Officer at Advyzon
On todays episode we catch up with John Mackowiak Chief Business Development Officer at Advyzon on the trends he noticed on the T3 survey results, the M&A activity and how Advyzon builds to fit their ...Show More
Coming LIVE from T3 2022- John Mackowiak Chief Business Development Officer at Advyzon
11:02 | Jun 30th, 2022
8) Coming LIVE from T3 2022 - Carissa Turnell Sr. Manager of OCTO at F2 Strategy
On this latest episode, we chat with Carissa Turnell Sr. Manager of OCTO at F2 Strategy about the important changes our space has made over the last two years, how OCTO helps advisor succeed and of co...Show More
Coming LIVE from T3 2022 - Carissa Turnell Sr. Manager of OCTO at F2 Strategy
10:43 | Jun 30th, 2022
9) Coming LIVE from T3 2022-Ben Webster OWL ESG
On todays drop, we chat with Ben Webster from OWL ESG. We get into why ESG data is important, how ESG is trending in the finance space and how advisor can start integrating ESG into their portfolio bu...Show More
10) Coming LIVE from T3 2022- Chris Field Chief Growth Officer of Holistiplan
Chris Chief Growth Officer of Holistiplan chats with us about Holistiplan's 10k user launch, the T3 survey results, and the most Texan taco ever.