Tag: Client Relationships
Building Resilient Wealth Management Firms: Lisa Crafford on Growth, Talent, Tech and Client Connection

Building Resilient Wealth Management Firms: Lisa Crafford on Growth, Talent, Tech and Client Connection

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Join host Suzanne Siracuse as she sits down with Lisa Crafford, Managing Director at Constellation Wealth Capital, to explore key strategies for building successful, future-ready wealth management firms.

Drawing on her deep experience working with financial advisors, Lisa offers valuable insights into the power of mentorship, strategic growth approaches, and fostering a strong community. She also sheds light on the pivotal role of technology in positioning firms for sustained growth and resilience in an evolving industry.

Gain insight and practical tips to advance your firm as this episode highlights:

  • Lisa’s three main pillars for firm growth – strategic planning, investment in people,
  •  and leveraging technology
  • Ways advisors can connect with clients and niche segments to build relationships
  • The benefits of technology and the challenges faced due to regulatory restrictions
  • How to build financial literacy with younger generations

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 About Our Guest:

Lisa serves as the Head of Advisory at Constellation Wealth Capital. Her previous role as Director and Head of Business Consulting at BNY Mellon | Pershing was focused on working with wealth management and advisory firms to help them grow and strengthen their businesses. In addition to her consulting work, Lisa founded the INSITE University Student Experience, The Next Leadership Forum, and led the Pershing research efforts with industry media partners. Earlier in her career, Lisa was the Director of Business Management for an RIA in the DC Metro area.  

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Unlocking the Future of Financial Advising with George Nichols

Unlocking the Future of Financial Advising with George Nichols

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Suzanne Siracuse engages in a conversation with George Nichols, CEO of the American College of Financial Services, to uncover strategies for success in financial advising. Nichols shares insights into significant areas for financial advisors, such as specialization, the future of retirement planning, and the importance of representation. 

 Nichols explored how understanding the diverse needs of various communities is crucial for advisors to succeed in the future. He emphasized that financial advisors must adapt to the evolving landscape by focusing on expertise and representation.

Key focus points from their conversation include:

  • The significance of specialization in financial planning for heightened success
  • Insights into the future of retirement planning and its evolving demographics
  • The role of inclusivity and representation in driving firm growth
  • Strategies for addressing the upcoming retirement cliff within the industry

Resource: 

 Connect With Suzanne Siracuse: 

Connect With George Nichols:

 About Our Guest:

George Nichols III, CAP®, currently serves as the 10th president and CEO in the storied history of The American College of Financial Services. Nichols joined The College after a 17-year stint at New York Life, where he held principal roles in sales, P&L, strategic initiatives, and public policy. In 2007, Nichols was named to the company’s executive management committee. He also served as executive vice president in the Office of Governmental Affairs.

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Longevity Risk and the Role of Psychology in Financial Planning with Vanessa Martinez

Longevity Risk and the Role of Psychology in Financial Planning with Vanessa Martinez

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Suzanne Siracuse interviews Vanessa Martinez, CEO and managing partner of Expressive Wealth, to explore how holistic financial planning and inclusive communication can transform the client experience. Vanessa shares her journey, rooted in the values instilled by her parents, who overcame educational limitations in war-torn Central America. This background shaped her commitment to empowering clients through education and comprehensive wealth management.

Vanessa also discusses the need for financial advisors to shift their strategies in the face of longer lifespans, emphasizing longevity risk as a critical factor in planning. She highlights the importance of understanding diverse and blended family dynamics, going beyond assumptions, and focusing on meaningful communication with clients.

Highlights from this episode include:

  • The role of psychology in financial planning
  • Why wealth management is not just about numbers, but about understanding clients’ behaviors, motivations, and family structures
  • Her fresh perspective on how advisors can build more impactful and sustainable practices by embracing diversity
  • How advisors can better serve clients of the future by adapting to evolving trends and truly listening to their client’s unique needs

 

Connect With Suzanne Siracuse:

Connect With Vanessa Martinez:

 

About Our Guest:

With 15+ years of wealth management expertise, Vanessa is dedicated to aligning your financial goals with holistic well-being. Vanessa traveled abroad for her undergrad and earned her BBA in Guatemala, C.A. Returning to Chicago; she received her MBA in finance at North Park University while gaining insights from her time at JPMorgan Chase. Her commitment to comprehensive client wealth advisory led her to earn FINRA Series 6, 7, 63, and 65 certifications.

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