For financial advisors who hope to become firm owners, succession planning involves more than transferring equity. It means navigating difficult conversations, earning a founder’s trust and preparing to lead before the ownership transition is complete. In this episode of Focused on the Future, host Suzanne Siracuse speaks with Jorge Padilla, CEO of Meira Wealth, about …
RIA leaders are often under pressure to keep growing, but growth can expose weaknesses in technology, infrastructure and advisor support. Sometimes the better decision is to strengthen the foundation before pushing for more scale. In this episode of Focused On The Future, host Suzanne Siracuse speaks with Stan Gregor, CEO and chairman of Summit Financial, …
How can financial advisors grow their practice while maintaining strong client relationships? What does it take to develop future generations of advisors while keeping the human side of advice at the center? In this episode of Focused On The Future, host Suzanne Siracuse sits down with Jim Mellin, president of advice and wealth management at …
What will financial advisors and wealth management firms need to prepare for as consumer expectations, technology and the financial planning profession continue to change? From attracting the next generation of financial planners to using AI responsibly, the profession is facing decisions that could shape how advisors build trust, serve clients and grow in the years …
Financial advisors can build meaningful businesses by understanding the people and communities they serve beyond the numbers. What changes when advice starts with listening, culture, trust and behavior? In this episode of Focused On The Future, host Suzanne Siracuse speaks with Louis Barajas, CEO and wealth advisor of International Private Wealth Advisors, about his journey …
Growing an advisory firm requires more than attracting new clients. It requires clarity around the type of business you want to build, the systems that support it and the people who help move it forward. How do you decide whether growth, independence or a different path is right for your firm? How do you create …
Growth is a priority for many advisory firms, but building a business that can continue growing while serving clients well requires thoughtful planning. What separates firms that continue attracting advisors and clients from those that struggle to scale? How can technology, business development and hiring decisions shape the future of an advisory business? In this …
Traditional financial planning assumes a familiar life path, but what happens when that doesn’t include children? Many advisors unknowingly rely on planning frameworks built around legacy, inheritance and next-generation wealth transfer. For millions of people, those assumptions simply don’t fit. In this episode, Suzanne Siracuse speaks with Dr. Jay Zigmont, founder and CEO of Childfree …
Marketing is changing fast, and many advisors are wondering how to stay visible as artificial intelligence tools reshape the way people search for information. How can firms stand out when clients are asking questions directly to AI platforms instead of clicking through websites? What signals actually help advisors get noticed online today? In this episode …
What happens when technology removes friction instead of adding to it? And how does that shift reshape the value of human advice? In this episode of Focused on the Future, host Suzanne Siracuse interviews Dani Fava, chief strategy officer at Carson Group, about how artificial intelligence is transforming financial advice by increasing advisor capacity and …