Building Resilient Wealth Management Firms: Lisa Crafford on Growth, Talent, Tech and Client Connection

Building Resilient Wealth Management Firms: Lisa Crafford on Growth, Talent, Tech and Client Connection

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Join 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 …

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Secrets of Top-Performing Firms: Bryce Skaff on Driving Growth and Success in Wealth Management

Secrets of Top-Performing Firms: Bryce Skaff on Driving Growth and Success in Wealth Management

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In 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 …

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Unlocking the Future of Financial Advising with George Nichols

Unlocking the Future of Financial Advising with George Nichols

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Suzanne 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 …

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Longevity Risk and the Role of Psychology in Financial Planning with Vanessa Martinez

Longevity Risk and the Role of Psychology in Financial Planning with Vanessa Martinez

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Suzanne 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 …

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Brian Hamburger’s Advice to Advisors and Firms: Hope is not a Plan

Brian Hamburger’s Advice to Advisors and Firms: Hope is not a Plan

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Are 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 …

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Building Community Through Planning with Sibyl Slade

Building Community Through Planning with Sibyl Slade

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On 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 …

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Embracing the Personal in Planning with Beth Bosworth

Embracing the Personal in Planning with Beth Bosworth

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Join 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 …

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Stacy Francis: Driving Firm Growth, 100% Organically

Stacy Francis: Driving Firm Growth, 100% Organically

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Join 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 …

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Shannon Eusey: Why Scale is Critical to Success in Wealth Management

Shannon Eusey: Why Scale is Critical to Success in Wealth Management

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In 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 …

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