Month: August 2024
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 what she learned after starting her own firm, and her innovative approach to structuring her fees in order to meet clients where they are.

 Highlights from today’s episode include:

  • An overview of Sibyl’s time at the Federal Reserve Bank of Atlanta and how she focused on ensuring underserved communities had access to financial products and services
  • How her desire to aid families burdened by student loan debt drove her to establish her own independent firm, IntegriVest Wealth Advisors
  • Her fee structure that adds flexibility in order to serve all interested parties
  • The importance of non-judgmental and unbiased client interactions
  • Effective client event strategies that drive organic growth
  • How her Small Business Mastermind group has impacted her overall practice

Connect With Suzanne Siracuse:

Connect With Sibyl Slade: 

 About Our Guest:

Slade is the founder and president of IntegriVest Wealth Advisors, LLC. an independent financial services firm. She lends her 28 years of banking and finance experience to provide personalized comprehensive financial planning and advisory services to small business owners and professionals. In 2022, she was recognized as a Visionary for Advisor Group’s Women Forum. In 2019, she was a nominee for the Ladenburg Institute of Women & Finance. Before founding IntegriVest Wealth Advisors, LLC, Slade began her financial services career as a financial advisor with Waddell & Reed, where she was recognized as a recipient of Waddell & Reed’s 2015 Pacesetter as well as received her Chartered Retirement Planning Counselor Designation. In 2017, Slade became an independent financial advisor and became an industry thought leader. A 21-year veteran of the Federal Reserve Bank of Atlanta, in this capacity, Slade served as a senior regional community development manager for the Atlanta Fed’s community and economic development (CED) team whereby she provided regional and national input around these areas.

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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 she participates as a team member and leader, and her recommendations for evaluating which tech tools work best for your firm.

Key discussion points include:

  • Her unique journey from a banker on Music Row in Nashville to a leading financial planner 
  • Why her mantra is “living life alongside her clients” 
  • The importance of leaning into the personal 
  • Why using inclusive language matters
  • Why advisors should throw traditional minimums “out the window” to attract next-gen clients
  • How offering financial education for clients’ children leads to engagement and retention
  • How tech assists with efficiency, but human’s own personalization.  

This episode is a must-listen for financial professionals looking to modernize their practices, deepen client relationships, attract new clients, and embrace inclusivity as a core component of their firm.

Connect With Suzanne Siracuse:

Connect With Beth Bosworth:

About Our Guest:

Beth Bosworth is a Wealth Advisor with Perigon Wealth Management and oversees the firm’s financial planning operations alongside the Planning Team. Her passion is to help clients manage the risks associated with accumulating and preserving wealth. Her favorite part about her career is that she has the privilege of living life alongside her clients. She is an avid advocate of the independent wealth management space, and values protecting her fee-only practice.

Beth is a CFP® professional and holds a BA from the University of Georgia. She helps manage the Atlanta office and resides in Asheville, NC with her wife and two sons. She is an avid tennis player, enjoys golf, and spends the weekends hiking with her family and dog in the Mountains. Beth is also passionate about dedicating her time to worthy causes and has served the USTA (United States Tennis Association) for over 15 years.

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