Focused on the Future: Will Trout on the Impact From Emerging Trends on the Wealth Management Industry

Focused on the Future: Will Trout on the Impact From Emerging Trends on the Wealth Management Industry

In this episode of Focused on the Future, Suzanne Siracuse, talks with Will Trout, Director of the Securities and Investments practice at Datos Insights, on the how technology advancements are impacting our industry, why the major resurgence of alternative investments and that the client of the future will require personalization of advice. Specifically, Will discusses: …

Read More Read More

Focused on the Future: Anna N’Jie Konte on AI, BeFi and Reframing the Money Discussion

Focused on the Future: Anna N’Jie Konte on AI, BeFi and Reframing the Money Discussion

In this episode of Focused on the Future, veteran industry leader Suzanne Siracuse talks with Anna N’Jie Konte, president of Re-Envision Wealth, on the importance of taking a human first approach with clients, how every advisor can incorporate AI into their practices and why she is reframing the way first generation wealth builders think about …

Read More Read More

Focused on the Future: Carina Diamond on Staying in a Beginner’s Mindset and the Power of Reinvention

Focused on the Future: Carina Diamond on Staying in a Beginner’s Mindset and the Power of Reinvention

In the first episode of Season Two of the Focused on the Future podcast, veteran industry leader Suzanne Siracuse talks with Carina Diamond, CEO of Stella Secunda and Director of Diversitas, Expanding Diversity in Wealth Management. They discuss the importance of adopting a personal approach with every client and how that leads to more business. Carina …

Read More Read More

Focused on the Future: Teri Shepard on the Key to Advancing Women in Wealth Management

Focused on the Future: Teri Shepard on the Key to Advancing Women in Wealth Management

In the latest episode of the Focused on the Future podcast, veteran industry leader Suzanne Siracuse talks with Teri Shepard, president of Carson Group, on the evolution of the role that a financial advisor plays, how she and her firm are investing in women and why constantly challenging oneself is the only way to evolve …

Read More Read More

Focused on the Future: Mike LaMena on Optimizing Your Offering to Create Clients for Life

Focused on the Future: Mike LaMena on Optimizing Your Offering to Create Clients for Life

In the latest episode of Focused on the Future, veteran industry leader Suzanne Siracuse talks with Mike LaMena, CEO of Wealthspire, on how he is ensuring his clients never outgrow his firm’s offering and advice, creating a DEIB strategy that works and why the future of advice is “human.” Specifically, Mike and Suzanne discuss: His …

Read More Read More

Focused on the Future: Connecting Advisory Firms with Next-Gen Talent at HBCUs

Focused on the Future: Connecting Advisory Firms with Next-Gen Talent at HBCUs

In the latest episode of Focused on the Future, industry leader Suzanne Siracuse talks with Dr. Sylvia Rose, assistant dean, James T. George School of Business at Hampton University, and Dr. Curtis Kidd Telemaque, director, HBS Center for Financial Excellence and Adjunct Professor at the School of Business at Howard University. Their thoughtful insights into …

Read More Read More

Focused on the Future: Jimmy Lee: How AI and ESG will impact Financial Planning

Focused on the Future: Jimmy Lee: How AI and ESG will impact Financial Planning

In the latest episode of Focused on the Future, veteran industry leader, Suzanne Siracuse, talks with Jimmy Lee , Founder and CEO of Wealth Consulting Group, on focusing on “where the puck is going”, the debate around ESG and its future, and the many applications and use cases on AI in financial planning. Specifically, Jimmy …

Read More Read More

Focused on the Future: Kay Lynn Mayhue: Why Investing in TALENT is key to a Firm’s Long-term Success

Focused on the Future: Kay Lynn Mayhue: Why Investing in TALENT is key to a Firm’s Long-term Success

In the latest episode of Focused on the Future, veteran industry leader, Suzanne Siracuse, talks with Kay Lynn Mayhue, President of Merit Financial Advisors, on the importance of cultivating top talent and creating a strong company culture, organic growth tactics that work, and the many ways to attract and support women in financial services. Specifically, …

Read More Read More

Focused on the Future: Maurice Miller: Why the Wealth Management Industry Needs to Rethink New Financial Advisor Compensation Structure

Focused on the Future: Maurice Miller: Why the Wealth Management Industry Needs to Rethink New Financial Advisor Compensation Structure

In the latest episode of Focused on the Future, veteran industry leader Suzanne Siracuse talks with Maurice Miller, CFP, Managing Director of The Miller’s Wealth Management on reevaluating how new advisors are compensated, assisting your clients in talking about money with their children, and why there is no better time than now to be in …

Read More Read More

Focused on the Future: Luis Rosa: How Leading with Planning, Authenticity and a Specialty Translates to Success

Focused on the Future: Luis Rosa: How Leading with Planning, Authenticity and a Specialty Translates to Success

In the latest episode of Focused on the Future, veteran industry leader Suzanne Siracuse talks with Luis Rosa the founder of Build a Better Financial Future LLC, on the importance of authenticity in your approach and your business model,  changing the status quo on pricing models, and how his BLX Internship program is cultivating the …

Read More Read More