Shows
In 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
The Power of the AskEmpowered by the Ask: Navigating Growth, Mindfulness, and Life’s Challenges with Tina Powell of Intention.lyOn this episode of “The Power of the Ask,” financial services veteran Tina Powell joins co-hosts Lisa and Precious for an inspiring conversation about her personal and professional journey. Tina is the Chief of Community at Intention.ly, a growth engine design firm transforming the way fintech and finserv organizations approach growth, and the founder and former CEO of C-Suite Social Media. Growing up, Tina watched her single mother juggle two jobs to make ends meet, which inspired her to pursue her own financial empowerment through education and a career in wealth management. She credits her aunt, an es...2024-09-0649 min