Category: Financial Planning

Tyrone Ross
Focused on the Future: Tyrone Ross on What It Will Take To Serve the Client of the Future

Focused on the Future: Tyrone Ross on What It Will Take To Serve the Client of the Future

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In the latest episode of the new podcast series, Focused on the Future, veteran industry leader Suzanne Siracuse talks with Tyrone Ross, about what it will take to best serve the client of the future, the importance of firm culture and why he still believes in crypto!  

Specifically, Tyrone discusses:

  • What the client of the future is going to want in a financial advisor 
  • Why the words “wealth management” may exclude an entire group of investors.
  • Which industry firms have him “excited” 
  • Why he is still bullish on crypto.
  • His advice on creating a culture that embraces inclusivity.

Connect With Suzanne Siracuse:

Connect With Tyrone:

About Our Guest:

Tyrone Ross is the CEO and Co-founder of Turnqey Labs, Inc. and President and Founder of 401 Financial, a registered investment adviser. Formerly as the CEO and Co-founder of Onramp Invest he raised $7M in venture capital from Gemini’s Frontier Fund, Coinbase Ventures, SoftBank’s Opportunity Fund and others. He has been recognized by Investment News 40 under 40 (2019), and WealthManagement.com as a top ten advisor set to change the industry in 2019. FinancialPlanning.com named him as one of 20 people who will change wealth management in 2020. He was recently named as Investopedia’s Top 100 financial advisors, Think Advisor’s 2021 IA25: VIP’s Pushing Advisors Forward, and most recently acknowledged as one of Barron’s 10 people to watch in wealth management in 2022.



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Focused on the Future
Focused on the Future: Michael Nathanson on Retaining Top Talent through Purpose, Sustainability and Culture

Focused on the Future: Michael Nathanson on Retaining Top Talent through Purpose, Sustainability and Culture

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In the latest episode of the new podcast series, Focused on the Future, Veteran Industry leader Suzanne Siracuse talks with Michael Nathanson, Chair and CEO of wealth management firm, The Colony Group, to discuss keys to retaining top talent, setting up a sustainable firm for the future and what we all can do to make an impact on our industry.  

Specifically, Michael discusses: 

  • His overall philosophy and process around attracting retaining and hiring top talent
  • Deciphering the difference between descriptive and prescriptive cultures. 
  • Why he set out to create a firm culture that is opposite of the Borgs from Star Trek.
  • The six traits in the humane immune system that companies also seek to be sustainable. 
  • Why he has taken the Net Positive Pledge and is looking for other fin serv firms to do the same.

Resources:

Connect With Suzanne Siracuse:

Connect With Michael Nathanson: 

About Our Guest:

Michael Nathanson, Chair and Chief Executive Officer of The Colony Group, is a highly respected and experienced leader in the wealth management industry. He is relentlessly dedicated to bringing meaning and joy to the lives of Colony Group clients and team members by fostering a culture that values lifelong learning, cultivates innovation, and offers opportunities to live lives full of passion and purpose. 



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Focused on the Future
Focused on the Future: Hannah Moore, CFP on Embracing Your “Why” and Reimagining Client Offerings, Internships and Developing Talent

Focused on the Future: Hannah Moore, CFP on Embracing Your “Why” and Reimagining Client Offerings, Internships and Developing Talent

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In the inaugural episode of the new podcast series, Focused on the Future, Veteran Industry leader Suzanne Siracuse talks with Hannah Moore, CFP, Owner and Principal Advisor of Guiding Wealth, Founder of Amplified Planning and Creator of The Externship Program to discuss how by first focusing in on your WHY, becomes a critical piece to an advisors overall success both personally and professionally.

Specifically, Hannah discusses:

  •  Her unconventional journey into financial planning
  •  Why she believes the power of planning is key to client engagement.
  •  What key strategies will attract and retain future employees and clients?
  • Her motivation for creating the forward looking Externship program, during Covid.
  • Why are students and career changers turning to financial planning as a career choice?

Connect With Suzanne Siracuse:

Connect With Hannah Moore:

About Our Guest:

Hannah Moore, CFP(R) is the founder and CEO of Amplified Planning and Guiding Wealth. She is a practicing financial planner with a passion for training and developing the next generation of financial planners. She created the Externship in 2020 and continues to innovate and push financial services to be more inclusive and expand what’s possible.

In 2022, Hannah was named 1 of Barron’s 10 people to watch in wealth management. In 2021, she was awarded the Financial Planning Association’s Heart of Financial Planning Award and in 2020 was the inaugural recipient of Financial Planning’s Visionary Leader Award for an individual, based on her work creating The Externship at the start of the COVID-19 pandemic.




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