Shows
Focused on the FutureCreating a Client-Centric Wealth Management Firm with Tom OrecchioIn the latest Focus on the Future podcast episode, industry veteran Suzanne Siracuse chats with 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 his inspiring journey into financial planning and revealing why he continues to foster long-term client relationships. They discuss the vital role that technology is playing in the advisor/client relationship, strategies for organic growth, and the magic behind nurturing client relationships beyond investments.
Key points:
The significance of personal connection in...2025-06-2535 minFocused on the FutureKevin Keller on the Evolution of Advice, Capturing Next Gen Talent, and AI’s Place in PlanningIn this all-new episode of Focused on the Future, Suzanne Siracuse speaks with Kevin Keller, CEO of the CFP Board, about the evolving landscape of financial advice and the growing importance of holistic financial planning. Kevin highlights the industry’s shift from a focus on investment management to comprehensive financial advice, a change embraced by firms large and small, benefiting both advisors and consumers navigating increasingly complex financial lives.
Their conversation also delves into the persistent challenges of improving diversity and increasing female representation within the financial planning profession. Kevin highlights the CFP Board’s efforts to addre...2025-06-1135 minFocused on the FutureFocused on the Future: Mariner’s Katrina Radenberg on Growth, Giving and the FutureIn this episode of Focused on the Future, host Suzanne Siracuse kicks off Season 3 with a powerful conversation with Katrina Radenberg, chief investment officer of Mariner and president of the Mariner Foundation. Katrina shares her unique path from investment analyst to C-suite leader, the importance of mentorship and how intentional partnerships and niche marketing are fueling Mariner’s organic growth.
The discussion highlights how the Mariner Foundation—fueled by associate donations and company matches—has become a cultural cornerstone, reinforcing the firm’s commitment to community impact and attracting next-generation talent. Katrina also shares insights on emerging investme...2025-05-2833 minFocused on the FutureProfessionalizing Your Advisory Firm for Future SuccessIn this episode, veteran industry leader Suzanne Siracuse hosts the dynamic duo of Shannon Spotswood, CEO, and Abby Salameh, chief growth officer, from RFG Advisory. Listen as they wrap up Season 2 with an insightful discussion on what it takes to build the RIA of the future. From effective strategies for driving organic growth to fostering a thriving firm culture and community, this is a must-listen episode.
They discuss:
Key strategies for advisors to thrive in a rapidly changing industry
The pivotal role of technology in enhancing advisor efficiency
RFG’s StrongHer Money initiative and how it ai...2024-12-1843 minFocused on the FutureAligning Wealth with Purpose with Jon JonesWhat does it take to build a future-proof financial advisory business?
Veteran industry leader Suzanne Siracuse sits down with Jon Jones, CEO and co-founder of Brighton Jones, to explore his incredible journey from small-town beginnings to leading a $30 billion RIA.
In this episode of the Focused on the Future podcast, Jon reveals how a client-centric, holistic approach has propelled his firm to the forefront of the wealth management industry.
Jon dives into:
The “Personal CFO” model that seamlessly integrates life goals with financial planning
Redefining wealth management to thrive through industry changes
Using...2024-12-0543 minFocused on the FutureBuilding Resilient Wealth Management Firms: Lisa Crafford on Growth, Talent, Tech and Client ConnectionJoin host Suzanne Siracuse as she sits down with Lisa Crafford, Managing Director at Constellation Wealth Capital, to explore key strategies for building successful, future-ready wealth management firms.
Drawing on her deep experience working with financial advisors, Lisa offers valuable insights into the power of mentorship, strategic growth approaches, and fostering a strong community. She also sheds light on the pivotal role of technology in positioning firms for sustained growth and resilience in an evolving industry.
Gain insight and practical tips to advance your firm as this episode highlights:
Lisa’s three main pillars fo...2024-11-1333 minFocused on the FutureSecrets of Top-Performing Firms: Bryce Skaff on Driving Growth and Success in Wealth ManagementIn the latest episode of Focused on the Future, Suzanne Siracuse sits down with Bryce Skaff of Dimensional Fund Advisors to explore his unique journey from aspiring marine biologist to a career in wealth management. Bryce offers an inside look at DFA’s investment philosophy, deeply rooted in academic research, and how the firm’s growth aligns with the rise of independent advisors. Drawing from DFA’s extensive investor studies and advisor benchmarking research, Bryce shares his perspective on the evolving needs of today’s clients and the strategies advisors must embrace to thrive in a changing landscap...2024-10-3037 minFocused on the FutureUnlocking the Future of Financial Advising with George NicholsSuzanne Siracuse engages in a conversation with George Nichols, CEO of the American College of Financial Services, to uncover strategies for success in financial advising. Nichols shares insights into significant areas for financial advisors, such as specialization, the future of retirement planning, and the importance of representation.
Nichols explored how understanding the diverse needs of various communities is crucial for advisors to succeed in the future. He emphasized that financial advisors must adapt to the evolving landscape by focusing on expertise and representation.
Key focus points from their conversation include:
The significance of specialization in...2024-10-1635 minFocused on the FutureLongevity Risk and the Role of Psychology in Financial Planning with Vanessa MartinezSuzanne Siracuse interviews Vanessa Martinez, CEO and managing partner of Expressive Wealth, to explore how holistic financial planning and inclusive communication can transform the client experience. Vanessa shares her journey, rooted in the values instilled by her parents, who overcame educational limitations in war-torn Central America. This background shaped her commitment to empowering clients through education and comprehensive wealth management.
Vanessa also discusses the need for financial advisors to shift their strategies in the face of longer lifespans, emphasizing longevity risk as a critical factor in planning. She highlights the importance of understanding diverse and blended family...2024-09-2530 minFocused on the FutureBrian Hamburger’s Advice to Advisors and Firms: Hope is not a PlanAre you ready to learn the keys to building a profitable, sustainable, and impactful business in the ever-evolving financial landscape?
Join us for an insightful conversation with Brian Hamburger, the visionary founder, president, and CEO of MarketCounsel Consulting, and founder and chief counsel of the Hamburger Law Firm. In this episode, Brian sits down with host Suzanne Siracuse to share his journey through the wealth management industry, exploring the challenges advisors face today. Together, they dive into the critical role of objective advice and strategic planning in successfully navigating these complexities.
Brian and Suzanne discuss:2024-09-1135 minFocused on the FutureBuilding Community Through Planning with Sibyl SladeOn the latest episode of Focused on the Future, host Suzanne Siracuse sits down with Sibyl Slade, founder and president of IntegriVest Wealth Advisors. Sibyl shares her journey from working at the Federal Reserve Bank of Atlanta to establishing her own independent financial planning firm. Their conversation delves into the evolution of her career, the … Read More Read More2024-08-2833 minFocused on the FutureEmbracing the Personal in Planning with Beth BosworthJoin us on this episode of Focused on the Future as host Suzanne Siracuse sits down with Beth Bosworth, wealth advisor and head of planning at Perigon Wealth Management. Beth highlights her effective strategies for attracting and retaining next-gen clients, how being a member of the LGBTQ community influenced her planning services with clients, how … Read More Read More2024-08-1432 minFocused on the FutureLiz Nesvold: M&A is not a Business StrategyJoin us on this episode of Focused on the Future as host Suzanne Siracuse sits down with Liz Nesvold, Chair of Emigrant Partners. Liz highlights the three critical areas that firms need to focus on to ensure future success, discusses the key levers that contribute to obtaining a high firm valuation, and the profound impact … Read More Read More2024-07-2433 minFocused on the FutureStacy Francis: Driving Firm Growth, 100% OrganicallyJoin us on this installment of “Focused on the Future” as Suzanne Siracuse sits down with Stacy Francis, the Founder and CEO of Francis Financial, and the nonprofit, Savvy Ladies™. Stacy shares the heartbreaking story of her grandmother’s life, and how it impacted her becoming a financial advisor working with women in transition such as … Read More Read More2024-07-1039 minFocused on the FutureShannon Eusey: Why Scale is Critical to Success in Wealth ManagementIn this episode of “Focused on the Future,” Suzanne Siracuse interviews Shannon Eusey, Founder and CEO of Beacon Pointe Advisors. Shannon opens up about her unique journey, starting from her childhood experiences as the only girl on all-boys sports teams, shares her top 5 trends in wealth management, and discusses why scale is crucial for … Read More Read More2024-06-2635 minFocused on the FutureDr Vinay Nair: AI and Embracing ReinventionIn this episode of “Focused on the Future,” Suzanne Siracuse interviews Dr. Vinay Nair, Founder of Tifin, about the current landscape of AI and its implications for the wealth management industry. They delve into various facets, including the opportunities and challenges AI presents, and the importance of adaptability for achieving success. Dr. Nair offers insights … Read More Read More2024-06-1231 minFocused on the FutureRita Robbins: The Evolution of Women in Finance, Navigating Change and The Power of NetworkingIn this episode of “Focused on the Future,” Suzanne Siracuse talks with Rita Robbins, Founder and President of Affiliated Advisors, on the evolving treatment of women in the financial industry, the importance of focusing on clients’ adult children to capture next-generation wealth and the crucial role of networking in succession planning. Specifically, Rita discusses: Her … Read More Read More2024-05-3031 minFocused on the FutureAndrew Altfest: AI and the Evolution of the Advisor Value PropositionIn this episode of Focused on the Future, industry veteran Suzanne Siracuse sits down with Andrew Altfest, president of Altfest Personal Wealth Management and founder of FP Alpha, to explore the transformative power of AI in financial advising and how it’s reshaping the advisor’s value proposition. Specifically, Andrew discusses: His early exposure to the world … Read More Read More2024-05-1536 minFocused on the FutureBrian Seymour on the Power of CoachingIn this episode of Focused on the Future, Suzanne Siracuse talks with Brian Seymour, principal and founder of Prosperitage Wealth on why his unique social media videos are really resonating with clients, the lessons he learned since launching his own RIA and the significant impact his coaches have had on his career. Specifically, Brian discusses: … Read More Read More2024-04-2436 minFocused on the FutureFocused on the Future: Will Trout on the Impact From Emerging Trends on the Wealth Management IndustryIn this episode of Focused on the Future, Suzanne Siracuse, talks with Will Trout, Director of the Securities and Investments practice at Datos Insights, on the how technology advancements are impacting our industry, why the major resurgence of alternative investments and that the client of the future will require personalization of advice. Specifically, Will discusses: … Read More Read More2024-04-1031 minFocused on the FutureFocused on the Future: Anna N’Jie Konte on AI, BeFi and Reframing the Money DiscussionIn this episode of Focused on the Future, veteran industry leader Suzanne Siracuse talks with Anna N’Jie Konte, president of Re-Envision Wealth, on the importance of taking a human first approach with clients, how every advisor can incorporate AI into their practices and why she is reframing the way first generation wealth builders think about … Read More Read More2024-03-2735 minFocused on the FutureFocused on the Future: Carina Diamond on Staying in a Beginner’s Mindset and the Power of ReinventionIn the first episode of Season Two of the Focused on the Future podcast, veteran industry leader Suzanne Siracuse talks with Carina Diamond, CEO of Stella Secunda and Director of Diversitas, Expanding Diversity in Wealth Management. They discuss the importance of adopting a personal approach with every client and how that leads to more business. Carina … Read More Read More2024-03-1327 minFocused on the FutureFocused on the Future: Teri Shepard on the Key to Advancing Women in Wealth ManagementIn the latest episode of the Focused on the Future podcast, veteran industry leader Suzanne Siracuse talks with Teri Shepard, president of Carson Group, on the evolution of the role that a financial advisor plays, how she and her firm are investing in women and why constantly challenging oneself is the only way to evolve … Read More Read More2024-01-1234 minFocused on the FutureFocused on the Future: Mike LaMena on Optimizing Your Offering to Create Clients for LifeIn the latest episode of Focused on the Future, veteran industry leader Suzanne Siracuse talks with Mike LaMena, CEO of Wealthspire, on how he is ensuring his clients never outgrow his firm’s offering and advice, creating a DEIB strategy that works and why the future of advice is “human.” Specifically, Mike and Suzanne discuss: His … Read More Read More2023-12-1835 minFocused on the FutureFocused on the Future: Connecting Advisory Firms with Next-Gen Talent at HBCUsIn the latest episode of Focused on the Future, industry leader Suzanne Siracuse talks with Dr. Sylvia Rose, assistant dean, James T. George School of Business at Hampton University, and Dr. Curtis Kidd Telemaque, director, HBS Center for Financial Excellence and Adjunct Professor at the School of Business at Howard University. Their thoughtful insights into … Read More Read More2023-12-0641 minFocused on the FutureFocused on the Future: Jimmy Lee: How AI and ESG will impact Financial PlanningIn the latest episode of Focused on the Future, veteran industry leader, Suzanne Siracuse, talks with Jimmy Lee , Founder and CEO of Wealth Consulting Group, on focusing on “where the puck is going”, the debate around ESG and its future, and the many applications and use cases on AI in financial planning. Specifically, Jimmy … Read More Read More2023-11-1538 minFocused on the FutureFocused on the Future: Kay Lynn Mayhue: Why Investing in TALENT is key to a Firm’s Long-term SuccessIn the latest episode of Focused on the Future, veteran industry leader, Suzanne Siracuse, talks with Kay Lynn Mayhue, President of Merit Financial Advisors, on the importance of cultivating top talent and creating a strong company culture, organic growth tactics that work, and the many ways to attract and support women in financial services. Specifically, … Read More Read More2023-11-0137 minFocused on the FutureFocused on the Future: Maurice Miller: Why the Wealth Management Industry Needs to Rethink New Financial Advisor Compensation StructureIn the latest episode of Focused on the Future, veteran industry leader Suzanne Siracuse talks with Maurice Miller, CFP, Managing Director of The Miller’s Wealth Management on reevaluating how new advisors are compensated, assisting your clients in talking about money with their children, and why there is no better time than now to be in … Read More Read More2023-10-1834 minFocused on the FutureFocused on the Future: Luis Rosa: How Leading with Planning, Authenticity and a Specialty Translates to SuccessIn the latest episode of Focused on the Future, veteran industry leader Suzanne Siracuse talks with Luis Rosa the founder of Build a Better Financial Future LLC, on the importance of authenticity in your approach and your business model, changing the status quo on pricing models, and how his BLX Internship program is cultivating the … Read More Read More2023-10-0436 min
Diversity in Action™Driving Diversity and Inclusion with Suzanne SiracuseWelcome to the fifth episode of the Diversity in Action™ podcast Season 2!In today's episode, we're delighted to be with Suzanne Siracuse, Founder and CEO of Suzanne Siracuse Consulting, LLC. Her firm specializes in advising financial services companies on innovative business strategies, distinctive marketing, and impactful advocacy in areas like diversity, financial literacy, and next-gen talent. Suzanne is also the Creator and Host of two insightful podcast series: "The Big Reveal" and "Focused on the Future." Formerly CEO and Publisher of InvestmentNews, she's an industry thought leader recognized for her contributions. In 2020, InvestmentNews awarded her the "Trailblazer" ho...2023-10-0343 min
On PurposeYour Media Marketing Strategy: Start By Letting Your Why Shine ThroughA financial media trailblazer, Suzanne Siracuse is a highly sought-after thought leader in areas ranging from marketing to leadership and beyond. 2023-09-2733 minFocused on the FutureFocused on the Future: JC Abusaid: Being Fearless and Defining your NorthStarIn the latest episode of the new podcast series, Focused on the Future, veteran industry leader Suzanne Siracuse talks with JC Abusaid, CEO of Halbert Hargrove, on the importance of purposeful collaboration, being fearless on culture, clients and teams, and capturing a client’s loyalty for the long term. Specifically, JC discusses: How fate and persistence … Read More Read More2023-09-2036 minFocused on the FutureFocused on the Future: Lazetta Braxton: Her Advice on Making an Impact by Doing the WorkIn the latest episode of the new podcast series, Focused on the Future, veteran industry leader Suzanne Siracuse talks with Lazetta Braxton, Co-CEO of 2050 Wealth Partners, about how she is structuring her firm to serve the investor of the future, why she doesn’t like the term “mentor”, and why we all need to pay … Read More Read More2023-09-0637 minFocused on the FutureFocused on the Future: Trap Kloman Discusses How to Continue Success in an Unpredictable and Evolving MarketIn this episode of Focused on the Future, industry leader Suzanne Siracuse talks with Trap Kloman, the President and COO of Commonwealth Financial Network, to discuss strategies and principles that have contributed to the long-standing success of Commonwealth Financial Network and its dedication to serving its advisors effectively. Specifically, Trap discusses: How a customer-centric approach … Read More Read More2023-08-0936 minFocused on the FutureFocused on the Future: Heather Fortner: Her Journey, Lessons and Advice on Making it to the C-SuiteIn the latest episode of the new podcast series, Focused on the Future, veteran industry leader Suzanne Siracuse talks with Heather Fortner, CEO of SignatureFD, about the importance of understanding people’s motivations, the evolution of a firm’s messaging and why inclusion is key to a positive culture. Specifically, Heather discusses: Her journey from intern to … Read More Read More2023-07-2636 minFocused on the FutureFocused on the Future: Peggy Haslach: How Financial Advisors can best serve the LGBTQ+ communityIn the latest episode of the new podcast series, Focused on the Future, veteran industry leader Suzanne Siracuse talks with Peggy Haslach, financial advisor at The Finity Group, talk about how to best serve LGBTQ+ clients and team members, creating a niche practice that aligns with you as a person, and why she believes our … Read More Read More2023-07-1236 minFocused on the FutureFocused on the Future: Leslie Tabor: Why every Financial Advisory Firm needs to have a Talent StrategyIn the latest episode of the new podcast series, Focused on the Future, veteran industry leader Suzanne Siracuse talks with Leslie Tabor, Director of Education and Consulting at Charles Schwab, about what key areas top performing firms are investing in, mastering inclusive leadership skills, and why a “people first, employees second” approach to culture is … Read More Read More2023-06-2834 minFocused on the FutureFocused on the Future: Mark Tibergien on Setting your Strategy to Drive an Enduring BusinessIn the latest episode of the new podcast series, Focused on the Future, veteran industry leader Suzanne Siracuse talks with industry legend, Mark Tibergien, on the key areas every firm needs to focus on to ensure success, why he encourages everyone to embrace reverse mentoring and how everyone can participate in improving financial literacy in … Read More Read More2023-06-2135 minFocused on the FutureFocused on the Future: Kristi Rodriguez on Redefining Retirement, Attracting GenZ and Making an ImpactIn the latest episode of the new podcast series, Focused on the Future, veteran industry leader Suzanne Siracuse talks with Kristi Rodriguez, Senior Vice President of The Nationwide Retirement Institute, about redefining retirement, appealing to the Gen Z investor and an innovative approach to introducing the financial services industry to diverse students. Specifically, Kristi discusses: … Read More Read More2023-06-1428 minFocused on the FutureFocused on the Future: Tyrone Ross on What It Will Take To Serve the Client of the FutureIn the latest episode of the new podcast series, Focused on the Future, veteran industry leader Suzanne Siracuse talks with Tyrone Ross, about what it will take to best serve the client of the future, the importance of firm culture and why he still believes in crypto! Specifically, Tyrone discusses: What the client of the … Read More Read More2023-06-0740 minFocused on the FutureFocused on the Future: Michael Nathanson on Retaining Top Talent through Purpose, Sustainability and CultureIn the latest episode of the new podcast series, Focused on the Future, Veteran Industry leader Suzanne Siracuse talks with Michael Nathanson, Chair and CEO of wealth management firm, The Colony Group, to discuss keys to retaining top talent, setting up a sustainable firm for the future and what we all can do to make … Read More Read More2023-05-3132 minFocused on the FutureFocused on the Future: Hannah Moore, CFP on Embracing Your “Why” and Reimagining Client Offerings, Internships and Developing TalentIn the inaugural episode of the new podcast series, Focused on the Future, Veteran Industry leader Suzanne Siracuse talks with Hannah Moore, CFP, Owner and Principal Advisor of Guiding Wealth, Founder of Amplified Planning and Creator of The Externship Program to discuss how by first focusing in on your WHY, becomes a critical piece to … Read More Read More2023-05-2531 min
The Big Reveal, hosted by Suzanne Siracuse, in partnership with EnvestnetTyrone Ross Jr.: How He Is Using His Leadership Platform to Educate, Inspire and Provide a Voice for the VoicelessIn the Season Two Finale, the OnRamp Invest CEO discusses why advisors need to get educated on cryptoassets in order to truly act in their clients’ best interest, a fun and effective way on how to engage in the discussion with them, and his top tips on delivering a killer on-camera interview. But he also shares some very personal thoughts around the many moments that have significantly influenced him and his journey including, the statement , “They’ll never do business with you” and how being an Olympic track and field hopeful almost cost him his life. Plus...2021-11-3041 min
The Big Reveal, hosted by Suzanne Siracuse, in partnership with EnvestnetSamantha Russell: TBD In this episode, the social media star shares why not having a well thought out website is like showing up in pajamas to a meeting, how being authentic and embracing the real you is critical for effective marketing, what her essential components are for an impactful social media strategy and whether you should or should not have a “face” of your brand. Plus, a Big Reveal that is sure to surprise… and inspire. 2021-11-1043 min
In the Suite58. Top 12 Takeaways from Carson Group’s #Excell2021: “Get Your Mind Right for Marketing”Send us a textToday’s episode of In The Suite with Founder and Host, Tina Powell, is about the 12 insights she found inspiring from the Carson Group’s #Excell2021 Conference, October 12 - 14, 2021, held at the Cosmopolitan Hotel in Las Vegas, NV. Excell enables financial advisors to go beyond the status quo by providing you and your team with actionable advice, tried-and-true strategies, and a network of inspiring professionals who know how to get it done. From financial planners to investment managers and small independent practices to billion-dollar RIAs.Invest in your growth, personally and profe...2021-10-3130 min
The Big Reveal, hosted by Suzanne Siracuse, in partnership with EnvestnetTBDIn this episode, Carolyn shares how being a medical doctor influenced her decision to operate a holistic based and flat fee practice, and why healthcare costs, end of life planning and elder fraud are essential topics advisors should be discussing with their clients TODAY. Plus her lists of “promises” to her clients and how it leads to a JOYFUL practice. 2021-10-2740 min
Becoming Referable PodcastSuzanne Siracuse on Building Relationships with the MediaSuzanne Siracuse is the founder and CEO of Suzanne Siracuse Consulting, a company that specializes in advising financial services firms on business strategies, marketing programs and advocacy initiatives. Our conversation includes: Lessons from Suzanne’s personal journey from CEO and publisher of InvestmentNews to starting her own firm The essential components of content marketing The mistakes [...]
The post Suzanne Siracuse on Building Relationships with the Media appeared first on Becoming Referable.2021-10-2147 min
The Big Reveal, hosted by Suzanne Siracuse, in partnership with EnvestnetJames Poer: The Importance of Firm Culture, Hiring and Retaining the Best People, also is Private Equity a Friend or Foe?In this episode, the Kestra Holdings CEO shares his critical components essential to achieving a successful and positive firm culture, his advice to anyone looking to buy or sell their practice and his thoughts on whether private equity investment is good for advisors long term! Plus, what is the one question he asks EVERYONE he interviews… and where you may find him during his downtime!2021-10-1341 min
The Big Reveal, hosted by Suzanne Siracuse, in partnership with EnvestnetDani Fava: Her candid take on game-changing Trends, the Importance of Inclusion, and how her DAUGHTER influenced her career in fintech!In this episode, Dani shares several ways firms can approach inclusion, where AI will provide the biggest assist for advisors, and why Embedded Finance is the next big thing! AND how a panel with ME lead her to Envestnet. Plus, Dani’s VERY SURPRISING BIG REVEAL….2021-09-2939 min
The Big Reveal, hosted by Suzanne Siracuse, in partnership with EnvestnetStephanie Bogan: Lessons Learned from a Successful Deal, Her Obsession with Mindset and what drove her to “Unretire”!In this episode, the “queen of practice management” shares why MINDSET is the biggest factor that contributes to success, how advisors can differentiate their offering and why when your vision is clear, your decisions are easy! Plus, her very personal BIG REVEAL, that will surprise you.2021-09-1539 min
The Big Reveal, hosted by Suzanne Siracuse, in partnership with EnvestnetCarl Richards: Defining Advice, Defending “the PLAN” , Imposter Syndrome and everything in between! In this episode, the NYT’s “Sketch Guy “ shares his best advice for those providing advice, why our industry needs to stop selling certainty, how to reposition financial advice to your current and future clients and where creative thinking fits into an advisor’s workflow! Plus, which of his famous sketches was the most popular and how does it tie into his BIG REVEAL! 2021-07-1450 min
The Big Reveal, hosted by Suzanne Siracuse, in partnership with EnvestnetDrew Propson: Head of Technology and Innovation in Financial Services at the World Economic ForumIn this episode, Drew provides her global perspective on how technology is shaping the future of wealth management, which tech driven solutions have been overhyped, and which are underrated! She also demystifies all things AI, explains why she thinks it will have the biggest impact on the financial planning process and shares how technology will keep us all “client obsessed” for years to come. And you’ll be surprised at this uber educated researcher’s BIG REVEAL!2021-06-2340 min
The Big Reveal, hosted by Suzanne Siracuse, in partnership with EnvestnetJoel Bruckenstein and Bob Veres: From WealthTech’s effect on Advice to Survival of the “Most Authentic”In this episode, The industry legends share top insights and learnings from their recently released Technology Survey and how they impact industry trends overall, provide guidance to advisors of all sizes on how to best evaluate tech tools and software, and discuss what important traits the Financial Advisor of the Future must have to survive. You’ll also hear not one… but TWO Big Reveals in this episode.2021-06-0939 min
The Big Reveal, hosted by Suzanne Siracuse, in partnership with EnvestnetRon Carson: Why the RIA GIANT is placing his bets on Data, AI and AQIn this episode, Ron provides his thoughts on what advisors absolutely need to be thinking about regarding the tech stack of the future, how specialized planning tools are allowing advisors to anticipate a client's needs even before they do, and why you need a high AQ (adaptability quotient) to be successful in the future. Ron also discusses his vision for his completed 200,000 sq ft headquarters and a heartfelt and deeply personal BIG REVEAL.2021-05-2634 min
The Big Reveal, hosted by Suzanne Siracuse, in partnership with EnvestnetJamie Price: How his experience at 1800 DOCTORS gave him his "Aha!" momentIn this episode, Jamie shares how he leverages his past experiences in leading Advisor Group today, the importance of embracing your inner creative and why he’s investing so much into top talent and technology to ensure his advisors are set up for success in the future. And you won’t want to miss his surprising Big Reveal!2021-05-1235 min
The Big Reveal, hosted by Suzanne Siracuse, in partnership with EnvestnetKristi Rodriguez: Her Unorthodox Career Path From Def Jam Records to Leading Nationwide's Retirement InstituteIn the Season 2 opener, in addition to sharing her amazing career journey, Kristi discusses the many tools and resources now available to assist advisors in their holistic approach to planning with their clients as well as how they can attract the untapped market of new digital investors. She also shares some staggering statistics on why the financial advice industry is not drawing in top diverse talent and what her new FARE initiative is doing to change that.2021-04-2836 minIn the Suite41. Well-Th Rebalanced & The Simple Things Money Can’t Buy with Abby Salameh, Passionate C-Suite Exec & Champion for Independent AdvisorsSend us a textToday’s episode of In The Suite with Abby Salameh is all about the simple things in life that money can’t buy. Freedom, family, love, a sense of adventure.Three weeks from the date of this original podcast recording, Abby Salameh announced her departure from Hightower Advisors. What she told Ian Wenik of CityWireRIA is: “This was a very personal decision. Taking a reset to focus on family first, with three teens at home in this pandemic, has brought me to really think about what is important and what I want t...2021-04-0152 min