Shows
In the SuiteEP 97 Plain Vanilla: Reinventing Estate Planning with Gene Farrell, President & Chief Executive Officer, VanillaSend us a textToday, I’m thrilled to welcome a powerhouse in fintech and leadership In The Suite: Gene Farrell, President and CEO of Vanilla.If you think estate planning is confusing, costly, or only for the ultra-wealthy—this episode is going to flip that belief on its head. Gene joins us to talk about how Vanilla is on a mission to reimagine and radically simplify estate planning, making it accessible, human, and empowering for advisors and families alike.This conversation is especially meaningful to me. As someone navigating a personal health jour...2025-06-1052 minIn the SuiteEP 96 Everything New at Edge: Inside Informa’s Top Wealth Management Event with Dan Rubinetti and Shannon RosicSend us a textToday, I’m thrilled to welcome two powerhouse leaders in financial services and events: Dan Rubinetti and Shannon Rosic of Informa. If you’ve spent any time in the wealth management industry, you know their names are synonymous with top-tier industry conferences, innovative programming, and—most importantly—community building.Dan Rubinetti, who helped launch Edge just four years ago, has been a driving force in transforming WealthManagement.com’s approach to advisor-centric events. He’s championed the creation of best-in-class experiences that focus on peer-to-peer learning, actionable content, and technology-driven solutions for RIAs and...2025-05-0549 minIn the SuiteEp 95 Navigating Growth and Innovation in Wealth Tech with Vickie Lewin, Chief Growth Officer at AmplifySend us a textToday, I’m thrilled to welcome Vickie Lewin, Chief Growth Officer at Amplify, a fast-growing wealthtech platform purpose-built to simplify operations and accelerate growth for wealth management firms. Amplify’s unified, all-in-one technology is helping RIAs and enterprises streamline their tech stacks, reduce inefficiencies, and scale smarter—all while focusing on what matters most: serving clients.Since joining Amplify, Vickie has been instrumental in driving the firm’s strategic direction, overseeing a high-performing team of sales and marketing professionals, and bringing Amplify’s value proposition to life across the industry. She’s a dynamic...2025-04-2044 minIn the SuiteEP 94 From CMO to CEO: How Kelly Waltrich is Redefining Intentional Growth Strategy in Fintech and Financial Services at Intention.ly (Don't Do That Podcast)Send us a textIn this debut episode of the Don’t Do That podcast, host Kelly Waltrich—CEO and Co-Founder of Intention.ly—sits down with her friend, partner, and colleague Tina Powell for a candid, behind-the-scenes conversation about building businesses, leading with heart, and the hard-won lessons that fuel long-term growth.Kelly shares how her unconventional path—from selling to her grandmother as a kid to running marketing at two of fintech’s fastest-growing firms—shaped her vision for Intention.ly. She opens up about why she launched this podcast, what it means to be a foun...2025-04-0333 minIn the SuiteEP 93 From WealthTech to Community: Tina Powell on Growth, Resilience, and Advocacy (WealthTech on Deck with Jack Sharry)Send us a textIn this episode of WealthTech on Deck, host Jack Sharry sits down with marketing powerhouse Tina Powell, Partner and Chief of Community at Intention.ly. Tina is not only a trailblazer in the digital marketing and fintech space but also a fierce advocate for cancer awareness, bringing resilience and purpose to everything she does.Together, Jack and Tina dive into the intersection of WealthTech, marketing, and community building, exploring how Intention.ly is shaping the future of fintech and financial services growth. Tina shares her deeply personal journey with...2025-03-1038 minIn the SuiteEP 92 From Then to Now: The Power of Vision and Independence with Topaz Morrison, Chief Operations Officer at Independent Advisor AllianceSend us a textToday, I'm thrilled to introduce Topaz Morrison, Chief Growth and Chief Operations Officer at Independent Advisor Alliance, a leading hybrid firm strategically focused on empowering financial advisors to succeed as independent business owners by providing services that align with each advisor's unique needs and challenges. Since joining IAA in August 2023, Topaz has been at the forefront of shaping growth strategies, overseeing sales and consulting teams, and driving advisor adoption of innovative programs and services. I first sat down with Topaz in 2023 at the annual Schwab IMPACT Conference and included some highlights o...2025-01-0344 minIn the SuiteEP 91 The Human Side of Retirement Planning with Morningstar's Christine Benz, Director of Personal Finance and Author of "How To Retire"Send us a textI’m absolutely thrilled and honored to welcome the incredible Christine Benz In the Suite. Christine, director of personal finance and retirement planning for Morningstar and senior columnist for Morningstar.com. is an absolute trailblazer in personal finance and a trusted voice in retirement planning, portfolio management, and financial literacy.For over three decades strong, Christine doesn’t just explain personal finance—she redefines it. As co-host of Morningstar’s podcast The Long View, soon to be topping over 300 episodes, Christine is on the forefront of finance, talking to today’s m...2024-12-0955 min
WealthTech on DeckLeading with Purpose: Championing Growth and Advocating for Health with Tina PowellGrowth isn't just about numbers. It's about driving change, creating meaningful connections, and making a purposeful impact. It comes from challenging the status quo and aligning with partners who understand the journey ahead. Whether championing innovation in the financial sector, cultivating a culture of resilience in businesses, or advocating for health, growth depends on clarity of purpose and bold, intentional steps.In this episode, Jack Sharry talks with Tina Powell, Partner & Chief of Community at Intention.ly. Tina is a trailblazer in the digital marketing industry, with more than 20 years of experience driving growth for financial services...2024-12-0334 minIn the SuiteEP 90 Empowering Financial Advisors through Community: Carolyn Armitage's Vision with RIA CircleSend us a textToday, we’re thrilled to welcome the incredible Carolyn Armitage In the Suite. Carolyn is a force in wealth management—a true pioneer with a career that’s redefined advisory, consulting, and executive leadership. As the Founder and CEO of RIA Circle, she’s not just building a network; she’s igniting a movement. Within RIA Circle, Carolyn is shaping a vibrant, purpose-driven community where advisors gather to connect, grow, and empower each other, one meaningful connection at a time.In this episode, Carolyn takes us through her journey—...2024-11-1853 minIn the SuiteEP 89 Redefining Finance: Nia Impact Capital's Kristen Hull on Gender Lens Investing and Racial EquitySend us a textToday, we are thrilled to welcome the visionary Kristin Hull In The Suite. As the founder of Nia Impact Capital, Kristin is a true trailblazer in gender lens investing. In 2013, she launched Nia Global Solutions, fusing activism with impact investing in the public markets. Kristin crafted Nia’s six solutions-focused investment themes, expertly weaving a gender lens into every aspect of the investment process. Her forward-thinking leadership led to the launch of the Nia Growth and Dividend portfolio in 2018 and the Nia Racial Justice portfolio in 2022, both of which have set bol...2024-10-2144 minIn the SuiteEP 88 The Power of Instinct: Lazard Family Office Partners' Casey Whalen’s Journey Through Finance and MentorshipSend us a textToday, we’re honored to have the extraordinary Casey Whalen in the suite—Managing Director, Head, and Chief Investment Officer at Lazard Family Office Partners, a global powerhouse in financial advisory and asset management. Lazard’s influence spans continents, from the Americas to Europe, the Middle East, Asia, and beyond.In this episode, we dive deep into themes of resilience, risk-taking, and seizing pivotal opportunities. Casey’s story is about mentorship, grit, and knowing when to act. One of her defining moments? Her mentorship under the legendary David Swensen, Yale’s Chief Inve...2024-10-0549 minIn the SuiteEP 87 The Power of Perspective: How Evan Simonoff Has Shaped Financial JournalismSend us a textEvan Simonoff, a titan in financial journalism and a name synonymous with financial advisors and the industry at large. Evan is editor-in-chief of Financial Advisor magazine and the editorial director of Private Wealth magazine. With over three decades of experience. Evan’s career has spanned some of the most tumultuous and transformative periods in financial history, from the 1987 crash to the Coronavirus pandemic, and most recently, the rise of AI. As Editor-in-Chief of Financial Advisor magazine, Evan’s sharp insights and visionary leadership have been an indispensable guide for elite...2024-09-2753 min
Fintech ImpactAdvisor Brand Builder with Tina Powell | E321Jason Pereira interviews Tina Powell, Partner and Chief of Community at Intention.ly, and introduces the Advisor Brand Builder tool. Designed to assist financial advisors in crafting their brand identity efficiently and effectively, the tool promises to revolutionize the branding process for financial professionals. Through their discussion, Tina Powell sheds light on the significance of strong branding in the financial services industry, the innovative approach of Advisor Brand Builder, and offers invaluable insights into leveraging technology for branding. Episode Highlights:00:31: Tina Powell expresses her enthusiasm for being a part of the podcast and her recent...2024-04-2336 minIn the SuiteEP 86 #LiveFromIMPACT A Conversation with John O'Connell, CEO and Founder of The Oasis Group: Tech Transformation and Business GrowthSend us a textNavigating the tech world easily, John O'Connell transformed himself from a Programmer to an Entrepreneur and masterfully led a company to its first IPO. Today, As the CEO and Founder of The Oasis Group, John spearheads growth, guiding firms in wealth management, fintech, and financial services to transcend limits and rejuvenate their growth trajectories.In this not-to-be-missed episode, recorded live from Schwab IMPACT, John and I delve deep into the mind of a visionary who's not just leading the charge but rewriting the playbook of technological evolution. John's odyssey is nothing...2024-02-0916 minIn the SuiteEP 85 #LiveFromIMPACT A Conversation with AssetLink's CEO Devon Drew: Revolutionizing Asset Management Through TechnologySend us a textWhen it comes to solving the problems of asset management, there’s one disruptor that stands out and is in a class by himself. That name is Devon Drew.With a career spanning over 17 years at prominent asset management institutions like Vanguard and J.P. Morgan Chase, Devon's stroke of genius is shaping the future of asset management in unprecedented ways. Devon is the founder and CEO of AssetLink (formerly DFD Partners), a data-driven distribution platform to help smaller, demographically underrepresented asset managers scale up their distribution strategies. Devon is named am...2024-01-1717 minIn the SuiteEp 84 #TinaTalks Battling Lung Cancer: My Story of Survival and StrengthSend us a textAre you ready for a life-changing story? In this episode, In The Suite host, Tina Powell shares her incredible story of survival and strength that will leave you inspired. Tina's journey took an unexpected turn when she was diagnosed with non-small cell lung cancer. She underwent a life-saving robotic lobectomy procedure and shares her mental healing process, remarkable resilience, and faith.Tina Talks is more than just a cancer story. Tina dives deeper into wellness, good health, and leadership. She emphasizes the need for support and the importance of m...2023-10-2457 minIn the SuiteEP 83 #LiveFromJOLT - Part 1: Opening Party Interviews & Part 2: Personal Branding Panel from Jolt Financial Advisor Marketing ConferenceSend us a textToday, we're taking you on an exciting journey to the Aria Hotel in Las Vegas for the highly anticipated second annual Jolt Financial Advisor Marketing Conference by Snappy Kraken, from May 3 - 5, 2023.This episode is extra special because it's divided into two parts. In the first half, we'll treat you to a series of live, on-the-spot interviews from the conference's opening party, co-sponsored by Intention.ly, a growth marketing consultancy for Fintech and Fiserv companies. The second half features a replay from our personal branding panel. Part 1: Live In...2023-06-221h 04In the SuiteEP 82 #LiveFromMSUM22 - Behind the Scenes of MarketCounsel Summit 2022Send us a textToday, we're taking you on an exclusive journey behind the scenes of one of the industry's most coveted events: the MarketCounsel Summit. We spent an entire day recording 18 back-to-back podcast interviews. It was a marathon, but we couldn't have done it without the help of some truly amazing people. A huge thank you goes out to Brian Hamburger and Ryan Marcus from MarketCounsel, who helped make this episode possible. Erica Ellis, Conference and Event Manager from Intention.ly, was an incredible event wingman, and Kevin Hirshorn, our talented podcast producer and e...2023-03-2037 minIn the SuiteEP 81 Trailblazing and Breaking Barriers with Tricia Rothschild, FinTech and Global Wealth Management ExecutiveSend us a textTaking a seat in the suite for an inspiring episode is the unstoppable Tricia Rothschild, a powerhouse in the world of FinTech. With a career spanning over 30 years and an impressive portfolio of success, Tricia is the epitome of excellence in wealth tech. From serving as the President of Apex Fintech Solutions to her nearly 26 years at Morningstar, where she held positions as Chief Product Officer and Co-Head of Global Markets, managing a $700M portfolio of global software, data, and research businesses.With a Bachelor's degree from Northwestern University, a Master's...2023-02-0848 minIn the SuiteEP 80 #LiveFromFuse - The Ultimate Viral Tweet and Tale of Behavioral Finance with Dr. Daniel Crosby, Chief Behavioral Officer, Orion Advisor SolutionsSend us a textToday we take a seat in the suite, live from Orion Fuse Park City Utah, with the one and only Dr. Daniel Crosby. Daniel is a psychologist and behavioral finance expert who helps organizations understand the intersection of mind and markets. He is the Chief Behavioral Officer at Orion Advisor Solutions, Orion is a tech powerhouse, designed to bring together leading-edge technology and wealth management. Through a most-in-one advisor platform, Orion powers the success of growth-focused advisors, helping them compete more successfully. His role entails bringing behavioral t...2023-01-281h 04In the SuiteEP 79 Leaning into Grit, Mastery and Growth with Shruti Joshi, Chief Operating Officer of Facet WealthSend us a textIn today’s episode of In The Suite, we’re honored to welcome Shruti Joshi. Shruti is the COO of Facet Wealth, one of the fastest-growing FinTech firms in America, empowering people to live more enriched lives through a no-minimum, flat-fee model.Shruti is different from your typical leader in wealth management. She is a former consumer tech founder and a proven Fortune 15 executive with a track record of driving efficient and rapid growth across multiple B2C and B2B businesses. Before joining Facet Wealth, Shruti was an Equity...2023-01-1945 minIn the SuiteEP 78 #LiveFromExcell – Making Financial Services More Inclusive: Interview with a Disruptor - Dana Wilson, Founder of CHIP (Changing How Individuals Prosper)Send us a textIn this amazing conversation, live from Excell, my guest cohost Vanessa Martinez and I sit down with Dana Wilson, Founder & CEO of CHIP (Changing How Individuals Prosper), a B2B financial services marketplace that makes it easy to find Black and Latinx financial professionals. Dana is a diversity and inclusion award winner named "One To Watch" in Fintech from Money 20/20 and a 2021 Trailblazer from Black Women In Media. Dana is also the co-founder of The BRIEF, a quarterly digital magazine with a mission to elevate the voices and knowledge of Black a...2023-01-0345 minIn the SuiteEP 77 #LiveFromExcell - Using the Power of Storytelling and Conversations to Transform Your Life with Tucker Bryant, Poet & Keynote Speaker at www.tuckerbryantspeaks.comSend us a textToday’s episode is the first of its kind. I’ve invited my first guest host and shero Stephanie Foster, In The Suite - to interview the multi-talented Tucker Bryant, Poet & Keynote Speaker at this year's Carson Excell conference in Las Vegas. Stephanie is a startup executive and advisor, an ETA (electronic transactions association 40 under 40 honoree), and a previous guest. Tucker is an award-winning poet and storyteller who left his full-time job as a Product Marketing Manager at Google to help large corporate companies explore the connection between poetic thinking and creat...2022-12-1939 minIn the SuiteEP 76 Turning Trauma into Transformation and Growth with Yemi Penn, PhD Researcher, Author, Documentary Producer & SpeakerSend us a textI’m honored to welcome Yemi Penn In The Suite! Yemi is a transformational thought leader, author, documentary producer, TEDx speaker, and global advocate for equality and equity in STEM fields. Yemi is a British-born Nigerian living in Sydney who is an engineer by profession, an entrepreneur by passion, and a transformational mindset coach by mission. A mother of two with a rebellious curiosity for life and business, Yemi is working towards her lifelong goal of a Ph.D. Her first book, "Did You Get The Memo? Becau...2022-12-0346 minIn the SuiteEP 75 Exploring the Intersection of Tax Planning, Estate Planning and Wealth with Megan Gorman, Founder and Managing Partner, at Chequers Financial ManagementSend us a textToday’s conversation in the suite is about extraordinary journeys with Megan Gorman. Megan is the Founder and Managing Partner at Chequers Financial Management, a female-owned high-net-worth tax and financial planning firm in San Francisco, California, that started nearly 8 years ago. Megan’s financial career began when she took her first tax class at Rutgers Law School after earning a B.S. in history from Bryn Mawr College and studying in London. Her insatiable curiosity and passion for exploring financial issues through the lens of psychology, culture, and history has spawned a spe...2022-11-0751 minIn the SuiteEP 74 Empowering Others and the Wealth Freedom Formula with Eunicia Peret, CEO and Founder of the Empowered Financial PlannerSend us a textToday In The Suite, we visit with Eunicia Peret, CEO and Founder of the Empowered Financial Planner. With over 17 years of financial strategy consulting experience, Eunicia focuses on delivering bottom-line value to corporate executives and successful business owners across multiple industries. Eunicia is passionate about helping people optimize their wealth, take control of their money, and minimize taxes. She specializes in helping motivated individuals get the answers to the complex financial questions many of her clients are willing to discuss. She believes everyone deserves to have a customized financial roadmap for l...2022-10-1856 minIn the SuiteEP 73 Humanizing, Demystifying, and Myth Busting Compliance with Jessica Sexton, Chief Compliance Officer of Independent Advisor AllianceSend us a textToday I’m ecstatic to welcome the first Chief Compliance Officer In The Suite, Jessica Sexton, from Independent Advisor Alliance (IAA). Based in Charlotte, NC, Independent Advisor Alliance provides comprehensive solutions to allow financial advisors to move into private practice. When founder and CEO Robert Russo started the firm in 2013, he did it with only seven advisors. At this release, the firm has grown to over 215 partners across 23 states. And Jessica is part of the team that continues to pave the way for growth. But before becoming Chief Compliance Offi...2022-09-1947 minIn the SuiteEP 72 Live from 2022 T3 Advisor Conference & Enterprise Day - My Conversations with 11 Bold FinTech Visionaries Making News and HeadlinesSend us a textJoel Bruckenstein is widely recognized as one of the most influential financial technology journalists and consultants in fintech. Known as @FinTechie on Twitter, and regularly featured in Barron’s, Financial Planning, RIABiz, InvestmentNews, and WealthMangement.com, for his expertise, Joel is an industry powerhouse and a leading authority on breaking news on emerging technology.Joel is also the producer of the annual T3 Advisor Conference, the premier technology conference for independent financial advisors, and the T3 Enterprise Conference, an annual gathering of top executives from independent broker/dealers and large RIAs. 2022-09-071h 50In the SuiteEP 71 Building Strength and Breaking Through Barriers with Jess L. Bost, RICP®, VP of Partnerships at Alpha Architect and CrossFit CoachSend us a textToday we welcome Jess Bost In The Suite, Vice President of Brand Partnerships at Alpha Architect and part-time CrossFit coach. Today's podcast begins with Jess explaining how she got into CrossFit. While Jess graduated with a Bachelor of Science in Psychology degree from Berry College, she found CrossFit during a traumatic time in her life. She was forty pounds overweight, and running in her asthmatic condition wasn't helping her get out of her depressive phase. When she joined CrossFit classes, it transformed her life. It kept her physically healthy and mentally s...2022-09-031h 26In the SuiteEP 70 Live from ExchangeETFs - Inclusion and Equity in Fintech with Nicole Casperson, Founder of WTFintech? & Content Creator at WorkweekSend us a textRecorded live from ExchangeETFs, today we are joined by the inspiring Nicole Casperson, Founder of WTFintech? & Content Creator at Workweek! Workweek is an innovative, new kind of media company and is a growing collective of industry experts who are changing the world of business. Over the past several years, Nicole has covered niche financial markets.With this, she realized that traditional media lacks female perspectives and storytellers— and Nicole has brought her A-game to change the narrative and make HERstory known.Being a true contemporary journalist branded for our ti...2022-08-2254 minIn the SuiteEP 69 Guiding Women in Tech to Success with Danika Waddell, CFP®, RLP®, CSLP®, President & Founder of Xena Financial PlanningSend us a textJoining us today In The Suite is Danika Waddell. Danika is the President and Founder of Xena Financial Planning, a fee-only financial planning firm working with women in the tech industry and receiving equity compensation, typically in the early to mid-career stages.In 2020, Danika Waddell felt called to make a bold move. She founded Xena Financial Planning, a fiduciary financial planning firm in Seattle, Washington, focused on helping them to take control of their financial lives. Specifically, Danika works with women and their partners in the early to middle stages of...2022-08-1251 minIn the SuiteEP 67 Real Estate Investing for Women and a Multifamily Masterclass with Veena Jetti, Founding Partner, Vive FundsSend us a textToday’s exciting episode features Veena Jetti, Multifamily Real Estate Investor, Entrepreneur & Humanitarian, and Founder of Vive Funds. Vive Funds was launched to fulfill the company's mission of carefully curating high-quality real estate investments. Vive has developed a rich network of global business partners to make early and transformational investments in assets that have the potential to do great things. Veena lives by the motto, “Build wealth, build a legacy, and do more good in the world.” Not only does she financially support women and minority-owned businesses, but she’s also act...2022-07-2455 minIn the SuiteEP 66 Championing Women's Empowerment and the Entrepreneurial Spirit of Independent Investment Advisers with Brian Hamburger, President and Chief Executive Officer of MarketCounselSend us a textTo kick start this year's season, Tina Powell has a one-on-one conversation with Brian Hamburger. As the architect behind many of the best independent investment firms, Brian is the Founder, President, and CEO of MarketCounsel, a regulatory compliance consulting firm. He is also the Founder and Managing Member of the Hamburger Law Firm; a practice focused on the investment and securities industry.In addition to being an entrepreneur, Brian wears many hats. In addition to being a father to three children, he's an attorney, columnist, and an outspoken industry advocate for...2022-06-1948 minIn the SuiteEP 65 Innovation, Adaptation and Global Video Empowerment with Katie Braden, CFP® , Founder & CEO of Innovating AdviceSend us a textToday we invite Katie Braden In The Suite! At the time of this recording, Katie was going by Kate Holmes, but now, she’s taken on her husband’s last name and going to back to her full name. Katie Braden, CFP®You all know Katie as the energetic founder of Innovating Advice, which provides consulting, coaching, and community for forward-thinking financial planners and advisors who want to easily and authentically grow with video. She also co-hosts the Video Creation Masterclass, a three-month course for financial advisors that'll help them increase their...2022-05-2447 minIn the SuiteEp. 64 “Get Your Book Done in This Lifetime” with Amy Buttell, CEO, Lake Effect CreativeSend us a textIt is an absolute joy to welcome Amy Butell In The Suite. Amy wears many hats. She's a ghostwriter, author, editor, consultant, and meditation teacher. Amy is CEO of Lake Effect Creative, in which she ghostwrites for a collection of financial advisors who are too busy to write their own books. While she completely understands the work pressure the industry comes with, she truly believes that as the pace of change quickens, the time is now to share your story and inspire others in the process. As a result of...2022-04-0954 minIn the Suite63. Plan Empowered, Rebranding, and Redefining Your Standard with Kate Asack, Chief Operating Officer, TimeScale FinancialSend us a textWe are thrilled to have Kate Asack, the Chief Operating Officer of TimeScale Financial in today's episode. 'TimeScale Financial' is a financial planning and retirement plan advisory firm dedicated to helping people achieve and enjoy financial independence. Previously known as Coastal Capital Group, in May 2021, the firm announced that it is has rebranded itself under the name TimeScale Financial.Today's powerful episode has everything you need to know about rebranding, business expansion, and fostering a healthy work culture in a hybrid business model. Why is it important to be authentic, accountable...2022-03-2355 minIn the Suite62. MarketCounsel Summit Recap: My Conversations with Fintech and Wealthtech Leaders Shaping the FutureSend us a textWhen it came to kick off Season 3 of In The Suite Podcast, I knew it was time to act bold and take risks, like so many of our guests from Seasons 1 & 2. So I abruptly canceled my December trip to Cabo, and moved by beach chair and blanket literally to Podcast Row at The MarketCounsel Summit, in the Fountainbleau in Miami Beach. And let me tell you, it was well worth it. The MarketCounsel Summit is the brainchild of Brian Hamburger, President and Chief Executive Officer of MarketCounsel and Hamburger Law Firm, a...2022-02-091h 39In the Suite61. Talking Crypto, Community, and Career Moves with Torie Happe, Head of Business Development for Onramp InvestSend us a textToday’s episode of In the Suite podcast is with Torie Happe. She is a female entrepreneur, blogger, mother, wife and loves to visit Disneyland. Torie Happe is the Head of Business Development at Onramp Invest, a crypto asset integration platform solution for financial advisors started in August 2021. Torie has plenty of experience in the financial services industry. In this episode, she takes us on a trip in a rocket ship; where she gives us her insight into the Onramp Invest galaxy. She holds a Bachelors in Political Science from California Sta...2021-12-211h 01In the Suite60. Social Media Savviness for Financial Advisors and Women In Finance with Courtney McQuade, Consultant, Social Solutions for Financial ServicesSend us a textWe’re so happy to have Courtney McQuade in our podcast tonight. Courtney is a dedicated and savvy social media consultant within the independent financial advisory community and Social Media strategist at CityWire USA. She helps financial advisors tap opportunities and reach their target audience by developing their social media strategies. The podcast begins with Courtney sharing with us how the financial landscape has evolved over the years. She reminisces that when she joined the industry, men were brokers, women were the sales assistants, and it was all about selling stocks. 20 yea...2021-12-0452 minIn the Suite59. Developing a Family Legacy and Multi-Generational Planning with Vanessa Martinez, Managing Director, Partner at The Lerner Group and Co-Author of Family Value at RiskSend us a textToday, we welcome Vanessa Martinez In The Suite. Vanessa is on a mission to break the standard of male-dominated partners and advisors within the financial planning industry. Vanessa is the Managing Director and Partner for The Lerner Group at Hightower Advisors, co-author of the book 'Family Value at Risk,' financial planner at the Northwest Church of Christ, and an active member of a non-profit organization called Step Up. All of this while being a committed wife and a mother of two young children!In today's podcast, Vanessa explains t...2021-11-1749 minIn 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 minIn the Suite57. Innovative Marketing: Empowering Financial Advisors Through The Digital Referral Shift with Samantha Russell, Chief Evangelist at FMG Suite & Twenty Over TenSend us a textToday’s episode of In The Suite with Samantha Russell is about creating your own momentum in the ever-changing world of technology, innovation, and social media. Samantha Russell is Chief Evangelist at FMG Suite & Twenty Over Ten, a leading SaaS company in financial services providing marketing automation and creative content for financial professionals. She’s a mother of two, a voracious reader, and an articulate communicator who has delivered over 600 presentations since 2015 about how to use digital marketing to grow your business. Samantha is a 2020 Honoree for the InvestmentNews 40 Under 40 award and w...2021-10-1552 minIn the Suite56. Mastering the Art of Succession and Stewardship while Fine-Tuning a Family Business with Lee DeLorenzo, CFP®, CPWA®, AIF®, Co-Founder of United Asset StrategiesSend us a textIn today's episode of In the Suite, we are thrilled, excited, and honored to welcome Lee DeLorenzo, CFP®, CPWA®, AIF®, the co-founder of United Asset Strategies, a prestigious broker-dealer.The name Lee DeLorenzo,CFP®, CPWA®, AIF® is synonymous with top female advisors in the wealth management industry. She's been ranked and included annually as one of America's Top 100 Women Financial Advisors by Barron's for ten consecutive years! In addition to being inducted into Barron's Advisor Hall of Fame, she's also been a Top 50 Advisor on Forbes Best-In-State Wealth Advisors in New York a...2021-09-2150 minIn the Suite55. Leading with Emotional Intelligence and Creating Net Worthwhile with Heather Fortner, MS, IACCP®, Chief Executive Officer at SignatureFDSend us a textWe feel so lucky and honored to have Heather Fortner In the Suite! Heather Fortner, MS, IACCP® is the Chief Executive Officer at SignatureFD, an award-winning multi-billion-dollar integrated wealth management and advisory firm in Atlanta that helps clients transform their net worth into "Net Worthwhile." SignatureFD is ranked on Inc. Magazine’s Inc. 5000 Americas Fastest Growing Companies and was named one of Atlanta’s Best & Brightest Companies to Work for in 2021. In today's episode, Heather shares some of the greatest leadership lessons learned throughout her career and her philosophies. She stre...2021-09-0357 minIn the Suite54. Women in WealthTech and Fluid Expectations with Liz Fritz, Chief Commercial Officer at F2 StrategySend us a textWe’re thrilled to welcome Liz Fritz In The Suite for today’s inspiring episode. Liz is Chief Commercial Officer of F2 Strategy, a leading boutique management consulting firm based in Silicon Valley helping complex RIA, wealth and multi-family office firms improve their technical capabilities across the entire client and advisor experience.Liz co-founded F2 Strategy in 2017, with her husband Doug, the company's CEO. Through F2 Strategy, this innovative husband-and-wife team brings their strengths and deep technological and marketing experience together to bridge the gap between emerging client's needs and the lack...2021-08-2753 minIn the Suite53. Achieving Balance & Living an Intentional Life with Travis Parry, Ph.D. Best-Selling Author & Keynote SpeakerSend us a textIt is with immense pleasure and honor that we introduce our first male guest ever on the show. It is none other than the phenomenal Dr. Travis Parry. Travis is the best-selling author of "Achieving Balance," an inspirational keynote speaker, the Founder and coach of the Make Time Institute, and soon to be a father for the seventh time. Travis started his career as a financial advisor in 2002, but a series of life-changing events took a turn in his life. The tragic experience of losing his young father from an...2021-08-201h 05In the Suite52. Authenticity and Strategic Frameworks for Success in Advisor Marketing, PR, and Podcasting with Megan Carpenter, CEO and Co-Founder of FiComm PartnersSend us a textIt is an absolute pleasure to welcome Megan Carpenter In The Suite! Megan is the Co-Founder and CEO of FiComm Partners, the co-host of the podcast 'New Skool,' a blogger, a spokesperson, and an active member of the CFP Board Center for Financial Planning Workforce Development Advisory Group. She's also a member of the Investment News 40 Under 40 list! Megan's route to a career in the financial advice business began with a paid marketing internship at John Hancock Financial Network. In no time, the industry turned into her passion, and in 2014, s...2021-08-031h 04In the Suite51. Building a Successful Career in Enterprise Sales & Marketing and the Experience of Being a Doula with Diana Cabrices, VP of Enterprise Development at Snappy KrakenSend us a textWe are so excited to welcome Diana Cabrices In the Suite! Diana the Vice President of Enterprise Development at Snappy Kraken. Snappy Kraken is an award-winning automated growth program focused on Software as a Service (SaaS) marketing solutions that helps financial advisors automate, personalize, and track marketing campaigns and business processes. While predominantly she works with the compliance team in the broker-dealer channel, Diana has successfully worked with thousands of financial advisors on marketing support, succession planning, and M&A recruiting. Her passion, enthusiasm, and love for the profession will clearly r...2021-07-161h 02In the Suite50. Being Totally ‘Transparent’ and Leaning Into Wealth Management Trends with Diana Britton, Managing Editor of WealthManagement.comSend us a textIt is an absolute pleasure to welcome Diana Britton In The Suite for this episode. Diana is the Managing Editor at WealthManagement.com and the host of 'Transparency with Diana B,' a podcast about advisors' personal struggles and healing.Having started her career as an intern at The Daily Breeze, Diana is a self-made woman with an illustrious career who is now celebrating her 11th anniversary at WealthManagement.com, the industry's premier publication. Furthermore, just a few years back, Diana was acquired by Informa, a leading international intelligence, e...2021-07-0946 minIn the Suite49. The Launch of a Growth Academy App Under a Universe of Stars and Diamond Teams with Angie Herbers, Founder and CEO of Herbers & CompanySend us a textWe are absolutely thrilled and honored to welcome Angie Herbers In The Suite. We are so excited to talk with her and learn more about her story and how she got to where she is today.Her name is synonymous with practice management, business intelligence, process, and efficiency. She is the Founder and Chief Executive Officer of Herbers & Company. She brings over 20 years of experience in human capital management, leadership, and corporate financial strategy development to advisory firms. She has worked with over 600 financial advisory firms and is still counting! 2021-06-221h 20In the Suite48. Understanding Risk Tolerance and The Powerful Impact of Giving Back with Helen Yang, Founder & CEO of Andes Wealth TechnologiesSend us a textNi Hao everyone! After months of waiting, we’re thrilled to finally introduce Helen Yang in today’s episode of In the Suite! Helen Yang is an inspirational and giving person. She’s a CFA by designation, a FinTech veteran for 20 years, a co-winner of the Harry Markowitz Award, an involved mother of two children, and an active board member of Asian Americans for Equal Rights. She started her career at Thomson Reuters and Charles River Development. Helen was dissatisfied with the ‘cookie-cutter’ service she was receiving from financial advisors. She realized th...2021-06-181h 01In the Suite47. Redefining Leadership and Exploring Human Capital and Compassion with Cecile Munoz, Founder and President of U.S Executive Search & ConsultingSend us a textIt is an absolute pleasure to welcome Cecile Munoz In The Suite for this episode. Cecile has been the the Founder and President of U.S Executive Search & Consulting for over 28 years, and a show host of the ‘Ends with Z’ podcast.Cecile has been an entrepreneur since the age of 11, when she built her first pop-up concession stand during movies in her backyard in a very rural hometown. With over 28 years of experience in financial services, she’s one of a very small group of executive search firms owned and run by...2021-06-151h 07In the Suite46. Building South East Asia’s Leading Network for Female Entrepreneurs While Going From Stuck To Unstoppable with Genecia Alluora, Founder of Soul Rich WomanSend us a textToday’s episode of In The Suite with Genecia Alluora is all about going from being stuck to unstoppable! There are many words used to describe Genecia Alluora–Founder, Serial Entrepreneur, Mentor, Podcaster, Coach, and Beauty Queen. This Former Miss Singapore International used soul and synergy to build “Soul Rich Women” the #1 Leading Female Entrepreneur Network in South East Asia, connecting over 200,000 women across the globe empowering women to succeed in life, business, and health. Profiled in CNBC, Forbes and China Daily, Genecia is a thought leader and leading women’s empowerment...2021-06-0659 minIn the Suite44. Uplifting Your Networking Synergy And Getting Real with Meg Hanington, EPC and Genevieve E. Thayer, EPC at Beacon PartnersSend us a textToday’s episode of In The Suite is unlike anything we’ve ever done before. We have double the fun, double the knowledge, and double the energy!! We have two female leaders in financial services and wealth management partner together on the same podcast. This week we have two guests Meg Hanington, EPC and Genevieve E. Thayer, EPC. It's actually the first trifecta In The Suite.As the famous saying goes, teamwork makes the dreamwork. You can tell from their rapport that they really understand each other and their core competencies and...2021-05-111h 06In the Suite43. Grinding It Out While Exploring the Inspiring Truth About Mentoring, Masterminds and Female Breadwinners with Meredith Moore LUTCF, CLTC, Founder & CEO of Artisan Financial StrategiesSend us a textIt is an absolute joy to welcome Meredith Moore, LUTCF, CLTC to In The Suite for this episode. Meredith is a CEO, a financial guru, a speaker, a writer, a leader, and a growth junkie. She’s also a fighter with a fiery passion to help lift up her community. Meredith is the Founder and CEO of Artisan Financial Strategies, where she helps Atlanta families coordinate their financial world. She won the greater North Fulton Chamber of Business, “Women of Excellence” award and is also a proud graduate of “Leadership Atlanta.”“My pas...2021-04-271h 07In the Suite42. Making Bold Moves, Mentoring, and Co-Creating C-Suite Level Shifts with Martine Lellis, CPA, CFP®, Chief Talent and Business Solutions Officer at Mercer AdvisorsSend us a textToday’s episode of In The Suite with Martine Lellis, CPA, CFP® is all about making bold moves.5 months before the COVID-19 pandemic entered into the world and changed our lives, Martine took a deep dive into uncharted territories. She decided to leave her previous company after 17 years of being a partner. Martine left the company without another position in mind and decided to take a sabbatical to travel the world and search for answers. Martine says, “I didn't have a job before I decided to leave. But I had co...2021-04-1553 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 minIn the Suite40. Financial Therapy and Creating Wealth from the Inside Out with Michelle Arpin Begina CFP®, CIMA®, Founder and Gateway of MichelleABSend us a textToday's episode of In The Suite with the life-inspiring Michelle Arpin Begina, CFP®, CIMA®, is all about creating wealth from the inside out. It also happens to be the foundation of her soon-to-be-released book, "Good With Money-Creating Wealth from the Inside Out." Michelle Arpin Begina, CFP®, CIMA®, is Founder and Gateway of her own company, MichelleAB (pronounced Michelle - Ay-Bee), used to empower professional women to step into financial freedom so that they can enjoy their wealth and make their boldest, most inspired decisions from a place of confidence. MichelleAB offers "Good...2021-03-261h 03In the Suite39. Branding, Social Media and Podcasting that Lights You Up and Feeds Your Soul with Cathy Curtis, CFP®, Founder of Curtis Financial Planning, LLCSend us a textToday’s episode of In The Suite with Cathy Curtis, CFP® is all about feeding your soul by sharing your authentic self. Cathy Curtis, CFP® is the Founder & President of Curtis Financial Planning, an independent, fee-only Registered Investment Advisor located in Oakland, California that specializes in the finances of independent women. In this podcast episode, Cathy shares how she learned to market herself on social media to realize her dream job of launching a second career in financial services. One of the industry’s most notable female advisors, Cathy has been named t...2021-03-201h 00In the Suite38. Taking Bold Leaps of Faith to Follow Your Heart and Give Globally with Devika Kamboh CFP® CLTC MBA, Founder & President at Sohum Global FoundationSend us a textIt’s a joy to welcome our guest Devika Kamboh, CFP®, CLTC, MBA to In The Suite. Devika is the Founder and President at Sohum Global Foundation and Founder and Managing Partner of Sohum Financial Planning. She’s a Certified Financial Planner who empowers her clients to create a road map to guide themselves to financial independence and their real life goals. She’s a risk-taker, always open to the next chapter of life. Devika packed her bags and moved from NYC to a ranch in Colorado.“I realized that I nee...2021-03-041h 21In the Suite37. Becoming a Fintech Founder of a Global Risk and Compliance Management Software Company with Laxmi Ramanath, Founder and CEO, LaMeer Inc.Send us a textToday’s episode with Laxmi Ramanath is all about channeling your technical side. She’s a fintech CEO and founder of LaMeer, Inc. a Global Risk and Compliance Management Software Company that transacts business in the U.S., Europe, Canada, and the U.K., and has been named to the coveted RegTech100 list for 2021. Laxmi has over 25 years of worldwide experience in building complex financial market systems and was part of the moonshot to automate the Bombay Stock Exchange. “Using technology to help businesses is what I do best,” Laxmi says...2021-02-221h 01In the Suite36. Building a Life and a Business without Limits with Stephanie Bogan, CEO and Founder, Limitless Adviser CoachingSend us a textToday’s episode of In The Suite with Stephanie Bogan is all about upleveling your life. She has 27 years of experience working in advisory firms and corporate boardrooms, so she’s seen the evolution in technology, strategy, work culture first-hand.Stephanie is CEO and Founder of Educe Inc, where she established Limitless Adviser Coaching to help financial advisors and founders create bigger and better futures, and do it on their terms. “In the middle of our biggest challenges are our greatest teachers,” she says.Listen to this episode t...2021-02-091h 35In the Suite35. Finding Your Personal Voice and Speaking Up for Race, Gender Equity, and ESG with Sonya Dreizler, Solutions with SonyaSend us a textToday In The Suite welcomes Sonya Dreizler, founder of Solutions with Sonya. Sonya is a leading industry consultant, speaker, and thought leader whose work focused on three main areas: Race, Gender Equality, and ESG. She works with RIAs, Broker/Dealers, and Custodians around the country and is a subject matter expert in ESG and responsible investing.In this episode, Sonya, a White-American professional, shares why diversity, equity, and inclusion matters and how organizations should reflect the race, ethnicity, and population of the U.S. census, not just entry-level but to the...2021-01-2359 minIn the Suite34. Building Strong Networks and Keeping It Real with Nina O'Neal, Partner, Investment Advisor, Archer Investment ManagementSend us a textToday’s episode of In The Suite with Nina O’Neal will motivate you! Nina is Partner & Investment Advisor with Archer Investment Management, financial advisor, mother, wife, contributing author, Founder, the list keeps going. Nina is a sought out national thought leader and commentator on industry topics and trends who has been featured in multiple industry publications. “Define what success is to you and then just take measured steps to get there,” she says in this powerful episode. Life can be difficult and things can go awry but keep your eye on the pr...2021-01-161h 02In the Suite33. Catapulting Impact with Transformational Giving and Delusional Altruism with Kris Putnam-Walkerly, President of Putnam Consulting GroupSend us a textToday In The Suite welcomes Kris Putnam-Walkerly, President of Putnam Consulting Group, to the podcast. Kris is a philanthropy advisor, speaker, and award-winning author. Kris’s advice is well-saught after for those looking to deepen their philanthropic commitments. Her clients have included the J.M. Smucker Company, Charles and Helen Schwab Foundation, Blue Shield of California, and the Cleveland Foundation. As President of Putnam Consulting Group for more than 20 years, Kris has helped over 100 philanthropists strategically allocate over half a billion dollars in grants and gifts.In this episode, you...2021-01-071h 01In the Suite32. Walking Through the Doors of Expert Journalism with Chelsea Emery, Senior Editor at Deke DigitalSend us a textIt’s an honor to welcome Chelsea Emery, accomplished journalist and highly respected editor, to In The Suite. Chelsea Emery is Senior Editor at Deke Digital, an expert news solutions company that powers national, business and trade news pieces with expert insights, data, and intuition. “Events are changing, media is changing, social media is changing,” says Chelsea. In this episode we chat about how to make it to that next stepping stone of life, channeling the “this too shall pass” motto during tough times, and the impact of news and information in an ever...2020-12-2447 minIn the Suite31. Building a FinTech Solution to Help Solve the Other Parts of Retirement Planning with Sheryl O’Connor, CEO & Co-Founder of IncomeConductor®Send us a textToday’s episode of In The Suite with Sheryl O'Connor is all about retirement and finance. Sheryl comes with 25 years of experience in the financial services industry. She’s a CEO and Founder of a SaaS product called IncomeConductor®.She has earned a notable list of accolades such as being listed as a 2020 inspiring fintech female in the founder division for NYC FinTech Women. She’s a Board Member for the Connecticut Technology Council (CTC), a senior member of Women in Finance Association/WIFA, and more.Above all, Sheryl has an...2020-12-1757 minIn the Suite30. Going Above and Beyond to Serve the Needs of the People and Advisors with Maree Moscati, CEO of CopytalkSend us a textToday’s episode of In The Suite with Maree Moscati, CEO of Copytalk, is an inspiring one that you won’t want to miss! Maree is a leader in the financial services industry with over 30 years of experience and is the poster child for going all-in and finding something that ignites your passion. In this episode, she has so much sage advice on how to be a better person and leader.Maree is CEO of Copytalk, a mobile scribe transcription service that makes documenting your important information faster and easier than ever...2020-12-111h 09In the Suite28. Reinventing your Career Journey, Taking Risks, Getting Creative and Finding Joy in Giving Back with Suzanne Siracuse, Suzanne Siracuse Consulting, LLCSend us a textToday’s episode of In The Suite is with Suzanne Siracuse, a CEO, Founder, and leading industry consultant with a huge heart and passion for advocacy, innovation, and volunteering. She has 20+ years of experience in wealth management and the financial services industry. She's an advocate for women, diversity and inclusion, and believes in the power of creativity. She’s a lover of animals and The Beatles! Suzanne is CEO and Founder of Suzanne Siracuse Consulting Services, LLC where she advises financial services firms on innovative business strategies, financial literacy, next gen talen...2020-11-271h 13In the Suite27. Transforming Businesses by Being Both Problem Solver and Challenger with Jennifer Goldman, CFP®, Jennifer Goldman ConsultingSend us a textToday’s episode of In The Suite with Jennifer Goldman, CFP®. Jen is a problem solver and a process geek with more than 30 years of experience transforming service businesses within the finance industry. She’s a mom, wife, and schools activist with a huge heart for community, service, and volunteering.“You've got to follow your passion, and what you absolutely love to do,” says Jen. Jen has been published in several magazines, taught workshops, and spoken at several national conferences such as T3 Technology Tools for Today, Journal of Financial...2020-11-201h 02In the Suite26. Inspiring Personal Financial Responsibility and Leadership in Life Insurance with Faisa Stafford, LUTCF, SHRM-SCP, President & CEO Life HappensSend us a textIt’s a joy to welcome our guest, Faisa Stafford, LUTCF, SHRM-SCP to In The Suite . She’s a leader, a Mom, and a CEO who is passionate about streamlining processes to better serve the industry and Life Happens’ members. Prior to her role as Life Happens CEO and President, she served as the COO and CFO for more than 10 years. As the company’s first female CEO, Faisa has seen Life Happens grow from every angle. She’s worked at Life Happens since 2003 back when it was called The LIFE Foundation...2020-11-121h 02In the Suite25. Finding Your Voice and Becoming a Thought-Leader with Marie Swift, President and CEO of Impact CommunicationsSend us a textToday’s episode of In The Suite welcomes Marie Swift. Marie has been growing her expertise in communications and marketing for over 20 years. Marie Swift is President and CEO of Impact Communications. She has spoken at major industry conferences such as IAA, FPA and NAPFA events. She even established her own conference called the Advisor Thought Leader Summit, now in its third year. Marie is known for bringing some of the industry's best and brightest voices together for dialogue and debate. She seeks to welcome others into the suite with open arms...2020-11-031h 07In the Suite24. Blogging About Food, Fashion, and Wine and Co-Starring on YouTube with Rosa Chalekian, Vice President of Operations Lake Avenue FinancialSend us a textToday’s episode of In The Suite with Rosa Chalekian is a can’t-miss. Rosa and I have been friends for years, always crossing paths since we’re in the financial circuit. Rosa is a blogger, lifestyle fashionista, future sommelier, wife, mother, and Vice President of Operations at Lake Avenue Financial and co-host of “The Chalekians” on YouTube along with her husband Alex, Founder and CEO at Lake Avenue Financial. Rosa does a bit of everything, with her own beautiful and dazzling personal style, and brings us into her daily life as she does...2020-10-2053 minIn the Suite23. Being All-In and Iterating Towards Excellence with Shannon Spotswood, President of RFG AdvisorySend us a textToday’s episode of In The Suite with Shannon Spotswood brings me back to the glory days when we first met at the Orion’s Fuse Hackathon in Park City, Utah. Surrounded by teams of resilient coders and developers pulling all-nighters against the backdrop of the majestic mountains of Park City felt like a reality TV show⸺with Shannon and I playing supporting roles as judges, taking power walks to the set of The Fuse House. Fast forward nearly 5 years later and Shannon’s career is still energized. As President of RFG Advis...2020-10-081h 01In the Suite22. How to Own Your Yes and Your Worth with Velera Wilson, Public Speaker and Author of the book, “You’re Absolutely Worth It”Send us a textThis week In The Suite welcomes Velera Wilson into the guest chair. Velera is a powerhouse author, speaker and coach with 15 years of marketing strategy experience working at Fortune 500 companies. As a champion of women, Velera is committed to helping ambitious women lead with confidence in relationships, careers and everyday life. In fact, Velera received industry-wide recognition when she was named as a Money 20/20 USA Rise Up Woman in 2018. In her latest book, “You’re Absolutely Worth It,” Velera is speaking to those ambitious women she’s mentored and coached throughout her caree...2020-10-0155 minIn the Suite21. Healing, Growing, and Thriving Through Divorce and Separation with Lori Lustberg, CFP®, CDFA™, JD, at Pathway Financial AdvisorsSend us a textIt’s an honor to welcome Lori Lustberg, CFP®, CDFA™, JD to In the Suite today. Lori shares her personal story about divorce and how she found her purpose in life as a financial planner working with women, and leading them through growth and transformation. Lori is an incredible inspiration, and a woman who embodies the gift of a beautiful mind and heart and I’ve seen it over the last 36 years. Lori is a CERTIFIED FINANCIAL PLANNER™ and Certified Divorce Financial Analyst® at Pathway Financial Advisors. Lori knows how the power of fi...2020-09-251h 02In the Suite20: Nailing Your Next Negotiation and Leaving a Legacy with Zaneilia Harris, CFP®, President, Harris & Harris Wealth Management, LLCSend us a textToday we’re excited to welcome Zaneilia Harris, CFP® into In The Suite. Zaneilia is President of Harris & Harris Wealth Management Group, LLC, author of the book, Finance 'n Stilettos: Money Matter for the Well-Heeled Woman. Zaneilia brings a wealth of knowledge gained from her more than 25 years of experience in the financial and accounting industry. Her expertise has been featured in prominent publications and media outlets such as the Wall Street Journal, CNBC, US News & World Report, Forbes, Today Money, Women’s Day, Essence, Black Enterprise, Women’s Wear Daily, and PBS. She resi...2020-09-1953 minIn the Suite19. Building Great Teams and Creating a Culture of Innovation with Kelly Waltrich, Chief Marketing Officer of Orion Advisor SolutionsSend us a textToday we’re excited to welcome Kelly Waltrich into In The Suite. There’s so much to talk about in this episode. Kelly is Chief Marketing Officer of Orion Advisor Solutions. At Orion Advisor Solutions, they help advisors find success by offering personalized financial management continuum, including advisor technology and investment solutions.Kelly is like a butterfly. There’s art in the metamorphosis. There’s beauty in change. Kelly believes in adapting to change as it comes, which it inevitably will. Change is always looming, always near. Just be ready fo...2020-09-101h 00In the Suite18. Rising Up with Mindset, Marketing, Money and Media with Marsha Guerrier, Founder and CEO of HerSuiteSpotSend us a textToday we’re excited to welcome Marsha Guerrier into In the Suite. Marsha is a multi-hyphenate businesswoman who, while having a full-time career in Financial Technology, also manages to be a bestselling author, speaker, business coach, and CEO of HerSuiteSpot.For the past seven years, Marsha has produced the HerRise Conference, formerly called The Women on the Rise Forum & Expo. She created the conference after observing friends and women she mentored who wanted to progress in their careers but became stuck as they figured out how. The conference – this year taking plac...2020-08-2847 minIn the Suite17. Longevity and Evolving for Nearly Half a Century in Financial Services with Keena Pettijohn, CEO and Founder of LifelogixsSend us a textThis week In The Suite welcomes Keena Pettijohn into the guest chair. Keena has navigated her career for nearly half a century. She made a revolutionary move away from all the tech solutions, instead focusing on establishing conversations as an opportunity to create a result. She has an almost clairvoyant capacity to recognize the moment to jump ship, breaking patterns and barriers as she does it. She has such a long career and resume, which she breaks down in the podcast episode. Now, Keena is the CEO and Founder of Lifelogixs, a...2020-08-251h 09In the Suite16. Using Artificial Intelligence, Machine Learning, and The Art of the Pivot to Eliminate Bad Debt with Nami Baral, Founder and CEO of Harvest PlatformSend us a textToday In The Suite welcomes Nami Baral, Founder and CEO of Harvest Platform. Nami is an innovative and ambitious woman who finds herself at a unique point in time: a FinTech founder working at the intersection of finance and technology. And as an investment banker turned executive turned female founder, Nami has illustrated through her career the beauty of the pivot. In our discussion, Nami walks us through each major shift she’s made in her career and how all of her previous chapters helped write the one she’s currently in wi...2020-08-131h 02In the Suite15. Solving the Talent Crisis with Generation Next, Diversity, and Inclusivity with Kate Healy, Managing Director at TD Ameritrade InstitutionalSend us a textThis week In The Suite welcomes Kate Healy into the guest chair. As the managing director of Generation Next at TD Ameritrade Institutional, Kate supports current and future Registered Investment Advisors (RIAs) and independent financial advisors. She’s a woman who wants to help others empower themselves in their careers, whether that’s positioning themself for a new position or her philanthropic efforts to offer financial advice to those who can’t access it.She talks about growing up always knowing she wanted to be involved with money in some way. Kate n...2020-08-111h 10In the Suite14. Sharing and Owning Our Money Stories with Eugenié George MBA, CFEI, Author, Our Money StoriesSend us a textThis week In The Suite welcomes Eugenié George into the guest chair. As a financial wellness specialist and educator, Eugenié helps corporate and private clients lead their best financial lives. Eugenié is a determined and refreshingly transparent woman who shares how she was able to move past feelings of unworthiness to knowing she was more than enough through her journey with money.In her new book, “Our Money Stories,” Eugenié intertwines data and storytelling to help people understand how their personal history, ancestry, and environment play a role in their money habits...2020-08-061h 05In the Suite13. Lift as You Climb with Stephanie Foster, MBA, CSPO, PMC-III, Head of Regional Product Management, Americas at FinastraSend us a textThis week In The Suite welcomes Stephanie Foster into the guest chair. From starting as an intern in FinTech nearly two decades ago to working her way up to her current role as Head of Regional Product Management for the Americas at Finastra, the third largest FinTech company in the world – Stephanie’s career is one of risk-taking, perseverance and continued learning. In addition to her role at Finastra, Stephanie is a member of multiple professional organizations, including Women Driving Innovation in Atlanta, which she co-founded, that aims to connect, inspire and s...2020-07-301h 07In the Suite12. Elevating the Client Experience and Gathering Feedback with Julie Littlechild, Founder and CEO of Absolute EngagementSend us a textOur guest for this episode of In the Suite, Julie Littlechild, dives into the power of listening to your clients. It’s not about hearing what they have to say, it’s about genuinely understanding feedback. It’s an absolute honor to speak with Julie as she is one of the most highly respected women in the financial services industry. Julie is the founder and CEO of Absolute Engagement. Absolute Engagement focuses on helping advisors, advisory firms, and enterprises use the voice of the client in their business. A business can differe...2020-07-231h 02