Focused on the Future: JC Abusaid: Being Fearless and Defining your NorthStar

Focused on the Future: JC Abusaid: Being Fearless and Defining your NorthStar

In the latest episode of the new podcast series, Focused on the Future, veteran industry leader Suzanne Siracuse talks with JC Abusaid, CEO of Halbert Hargrove, on the importance of purposeful collaboration, being fearless on culture, clients and teams,  and capturing a client’s loyalty for the long term. Specifically, JC discusses: How fate and persistence …

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Focused on the Future: Lazetta Braxton: Her Advice on Making an Impact by Doing the Work

Focused on the Future: Lazetta Braxton: Her Advice on Making an Impact by Doing the Work

In the latest episode of the new podcast series, Focused on the Future, veteran industry leader Suzanne Siracuse talks with Lazetta Braxton, Co-CEO of 2050 Wealth Partners, about how she is structuring her firm to serve the investor of the future, why she doesn’t like the term “mentor”, and why we all need to pay …

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Focused on the Future: Trap Kloman Discusses How to Continue Success in an Unpredictable and Evolving Market

Focused on the Future: Trap Kloman Discusses How to Continue Success in an Unpredictable and Evolving Market

In this episode of Focused on the Future, industry leader Suzanne Siracuse talks with Trap Kloman, the President and COO of Commonwealth Financial Network, to discuss strategies and principles that have contributed to the long-standing success of Commonwealth Financial Network and its dedication to serving its advisors effectively. Specifically, Trap discusses: How a customer-centric approach …

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Focused on the Future: Heather Fortner: Her Journey, Lessons and Advice on Making it to the C-Suite

Focused on the Future: Heather Fortner: Her Journey, Lessons and Advice on Making it to the C-Suite

In the latest episode of the new podcast series, Focused on the Future, veteran industry leader Suzanne Siracuse talks with Heather Fortner, CEO of SignatureFD, about the importance of understanding people’s motivations,  the evolution of a firm’s messaging and why inclusion is key to a positive culture. Specifically, Heather discusses: Her journey from intern to …

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Focused on the Future: Peggy Haslach: How Financial Advisors can best serve the LGBTQ+ community

Focused on the Future: Peggy Haslach: How Financial Advisors can best serve the LGBTQ+ community

In the latest episode of the new podcast series, Focused on the Future, veteran industry leader Suzanne Siracuse talks with Peggy Haslach, financial advisor at The Finity Group, talk about how to best serve LGBTQ+ clients and team members, creating a niche practice that aligns with you as a person, and why she believes our …

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Focused on the Future: Leslie Tabor: Why every Financial Advisory Firm needs to have a Talent Strategy

Focused on the Future: Leslie Tabor: Why every Financial Advisory Firm needs to have a Talent Strategy

In the latest episode of the new podcast series, Focused on the Future, veteran industry leader Suzanne Siracuse talks with Leslie Tabor, Director of Education and Consulting at Charles Schwab, about what key areas top performing firms are investing in, mastering inclusive leadership skills, and why a “people first, employees second” approach to culture is …

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Focused on the Future: Mark Tibergien on Setting your Strategy to Drive an Enduring Business

Focused on the Future: Mark Tibergien on Setting your Strategy to Drive an Enduring Business

In the latest episode of the new podcast series, Focused on the Future, veteran industry leader Suzanne Siracuse talks with industry legend, Mark Tibergien, on the key areas every firm needs to focus on to ensure success, why he encourages everyone to embrace reverse mentoring and how everyone can participate in improving financial literacy in …

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Focused on the Future: Kristi Rodriguez on Redefining Retirement, Attracting GenZ and Making an Impact

Focused on the Future: Kristi Rodriguez on Redefining Retirement, Attracting GenZ and Making an Impact

In the latest episode of the new podcast series, Focused on the Future, veteran industry leader Suzanne Siracuse talks with Kristi Rodriguez, Senior Vice President of The Nationwide Retirement Institute, about redefining retirement, appealing to the Gen Z investor and an innovative approach to introducing the financial services industry to diverse students. Specifically, Kristi discusses: …

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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

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 …

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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

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 …

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