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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Focused on the Future: Brian Seymour on the Power of Coaching

Focused on the Future: Brian Seymour on the Power of Coaching

In this episode of Focused on the Future, Suzanne Siracuse talks with Brian Seymour, principal and founder of Prosperitage Wealth on why his unique social media videos are really resonating with clients, the lessons he learned since launching his own RIA and the significant impact his coaches have had on his career.  Specifically, Brian discusses: …

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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: …

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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 …

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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 …

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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 …

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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 …

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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 …

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