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 …
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 …
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 …
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: …
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 …
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 …
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 …