Tag: Organic Growth
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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Focused on the Future: Mariner’s Katrina Radenberg on Growth, Giving and the Future

Focused on the Future: Mariner’s Katrina Radenberg on Growth, Giving and the Future

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In this episode of Focused on the Future, host Suzanne Siracuse kicks off Season 3 with a powerful conversation with Katrina Radenberg, chief investment officer of Mariner and president of the Mariner Foundation. Katrina shares her unique path from investment analyst to C-suite leader, the importance of mentorship and how intentional partnerships and niche marketing are fueling Mariner’s organic growth.

The discussion highlights how the Mariner Foundation—fueled by associate donations and company matches—has become a cultural cornerstone, reinforcing the firm’s commitment to community impact and attracting next-generation talent. Katrina also shares insights on emerging investment trends, the importance of customized client solutions at scale and why giving back and talent development are non-negotiables for building a sustainable, impactful wealth management firm.

This episode is a must-listen for financial advisors looking to blend business growth with a broader mission—and stay competitive in an evolving industry.

Key takeaways include:

  • Katrina’s unique journey from math-loving college graduate to industry leader in wealth management 
  • Proven strategies for organic growth within Mariner, including niche marketing and digital transformation 
  • The Mariner Foundation’s impactful role in community support and employee engagement
  • Innovative approaches to attract and retain next-generation talent in the financial industry 
  • Current trends in investment management focus on customization and client problem-solving 

Resources:

Connect With Suzanne Siracuse:

Connect With Katrina Radenberg:

 About Our Guest:

As Chief Investment Officer, Katrina oversees all aspects of investments across the firm. Her responsibilities include leading our investment committee and private investment committee. She is also a member of our risk committee.

Since joining the firm in 2007, Katrina has had a wide range of responsibilities throughout the organization, including serving on the investment and asset allocation committees and managing fixed income portfolios for high-net-worth clients. Before moving into a leadership role, she co-managed a tactical ETF portfolio. Katrina has 21 years of experience in the investment industry.

Prior to joining Mariner, she was an analyst for a hedge fund in Manhattan, Kan. She holds a bachelor’s degree in business administration with an emphasis in finance from Kansas State University.

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