Month: June 2025
Creating a Client-Centric Wealth Management Firm with Tom Orecchio

Creating a Client-Centric Wealth Management Firm with Tom Orecchio

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In the latest Focus on the Future podcast episode, industry veteran Suzanne Siracuse chats with Tom Orecchio, CEO of Modera Wealth Management, about the evolving dynamics and secrets to building a successful financial advisory firm. Tom brings in his wealth of experience, sharing stories from his inspiring journey into financial planning and revealing why he continues to foster long-term client relationships. They discuss the vital role that technology is playing in the advisor/client relationship, strategies for organic growth, and the magic behind nurturing client relationships beyond investments.

Key points:

  • The significance of personal connection in client relationships and the integration of digital advisory tools 
  • Modera’s tactical approach to client acquisition, incorporating traditional referrals, digital marketing, and centers of influence
  • The role of technology in enhancing estate planning and the essentials of client preparation
  • How Modera differentiates itself through fee-only fiduciary services and ownership plans for team members 
  • The industry’s future disruptions and how AI provides opportunities for more personal advisory roles 

Resources:

Connect With Suzanne Siracuse:

Connect With Tom Orecchio:

About Our Tom Orecchio:

With over 25 years of experience in wealth management, Tom has always believed that the best way to serve clients and provide objective advice is through the independent, fee-only approach. During that time, he has had the privilege of serving individuals, families, nonprofit organizations, foundations, trusts, and others in all areas of their investment and wealth management needs.

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Kevin Keller on the Evolution of Advice, Capturing Next Gen Talent, and AI’s Place in Planning

Kevin Keller on the Evolution of Advice, Capturing Next Gen Talent, and AI’s Place in Planning

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In this all-new episode of Focused on the Future, Suzanne Siracuse speaks with Kevin Keller, CEO of the CFP Board, about the evolving landscape of financial advice and the growing importance of holistic financial planning. Kevin highlights the industry’s shift from a focus on investment management to comprehensive financial advice, a change embraced by firms large and small, benefiting both advisors and consumers navigating increasingly complex financial lives. 

Their conversation also delves into the persistent challenges of improving diversity and increasing female representation within the financial planning profession. Kevin highlights the CFP Board’s efforts to address these issues through initiatives like the Women’s Initiative, which aims to attract, develop, and retain more women in the field. He also points to the organization’s record-setting growth in the number of newly certified women CFP professionals, as well as strategic partnerships that are designed to engage and support a more diverse pipeline of future advisors. 

Valuable highlights include:

  • The significant shift from investment-focused advisory to holistic financial planning.
  • The ongoing drive to increase diversity in the financial planning profession, especially the recruitment of women advisors. 
  • How advisors can better serve the next generation by tailoring services, emphasizing values-based investing, and creating inclusive spaces for underrepresented communities. 
  • The exciting implications of artificial intelligence on the financial services industry, balancing efficiency with human interaction. 

Resources:

Connect With Suzanne Siracuse:

Connect With Kevin Keller:

About Our Guest:

Kevin R. Keller, CAE, is a leading voice in the financial advice ecosystem and CEO of CFP Board, the credentialing organization for more than 104,000 CFP® professionals in the United States. During his 18 years as CEO, the number of CFP® professionals in the U.S. has nearly doubled. And the 2024 class of certificants was the most diverse in CFP Board’s history, with all-time-high numbers of women and racially and ethnically diverse new CFP® professionals.

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