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

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

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

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

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

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

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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Dr Vinay Nair: AI and Embracing Reinvention

Dr Vinay Nair: AI and Embracing Reinvention

In 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 …

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Rita Robbins: The Evolution of Women in Finance, Navigating Change and The Power of Networking

Rita Robbins: The Evolution of Women in Finance, Navigating Change and The Power of Networking

In 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 …

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Andrew Altfest: AI and the Evolution of the Advisor Value Proposition

Andrew Altfest: AI and the Evolution of the Advisor Value Proposition

In 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 …

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