Tag: Sustainability
Brian Hamburger’s Advice to Advisors and Firms: Hope is not a Plan

Brian Hamburger’s Advice to Advisors and Firms: Hope is not a Plan

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Are you ready to learn the keys to building a profitable, sustainable, and impactful business in the ever-evolving financial landscape?

 Join us for an insightful conversation with Brian Hamburger, the visionary founder, president, and CEO of MarketCounsel Consulting, and founder and chief counsel of the Hamburger Law Firm. In this episode, Brian sits down with host Suzanne Siracuse to share his journey through the wealth management industry, exploring the challenges advisors face today. Together, they dive into the critical role of objective advice and strategic planning in successfully navigating these complexities.

Brian and Suzanne discuss:

  • How his father’s career in wealth management shaped his journey in the industry
  • Common frustrations and challenges faced by Independent Wealth Managers
  • The critical role of objective advice in helping advisors navigate their careers
  • The value of planning, discipline, and seeking external, unbiased guidance 
  • Avoiding the most common pitfalls that advisors and firms face in transition

 Connect With Suzanne Siracuse:

Connect With Brian Hamburger:

 About Our Guest:

Brian is an entrepreneur, attorney, columnist, and outspoken industry advocate for independent investment advisers.  For the past 19 years, he has served at the helm of the MarketCounsel companies and the Hamburger Law Firm. Brian was named an Innovator in InvestmentNews’ 2020 class of Icons & Innovators and included in “The IA25: Investment Advisor Magazine’s Annual List of the Top Influential People in the Industry” in 2020.  In 2015, Wealth Management named Brian as one of the top thought leaders in wealth management saying, “Over the past decade, Hamburger has been the architect behind almost all of the highest-profile breakaway deals in the industry, helping advisors navigate the legal thicket of transitioning away from brokerages and into independent business models. 

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Building Community Through Planning with Sibyl Slade

Building Community Through Planning with Sibyl Slade

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On the latest episode of Focused on the Future, host Suzanne Siracuse sits down with Sibyl Slade, founder and president of IntegriVest Wealth Advisors. Sibyl shares her journey from working at the Federal Reserve Bank of Atlanta to establishing her own independent financial planning firm. Their conversation delves into the evolution of her career, the what she learned after starting her own firm, and her innovative approach to structuring her fees in order to meet clients where they are.

 Highlights from today’s episode include:

  • An overview of Sibyl’s time at the Federal Reserve Bank of Atlanta and how she focused on ensuring underserved communities had access to financial products and services
  • How her desire to aid families burdened by student loan debt drove her to establish her own independent firm, IntegriVest Wealth Advisors
  • Her fee structure that adds flexibility in order to serve all interested parties
  • The importance of non-judgmental and unbiased client interactions
  • Effective client event strategies that drive organic growth
  • How her Small Business Mastermind group has impacted her overall practice

Connect With Suzanne Siracuse:

Connect With Sibyl Slade: 

 About Our Guest:

Slade is the founder and president of IntegriVest Wealth Advisors, LLC. an independent financial services firm. She lends her 28 years of banking and finance experience to provide personalized comprehensive financial planning and advisory services to small business owners and professionals. In 2022, she was recognized as a Visionary for Advisor Group’s Women Forum. In 2019, she was a nominee for the Ladenburg Institute of Women & Finance. Before founding IntegriVest Wealth Advisors, LLC, Slade began her financial services career as a financial advisor with Waddell & Reed, where she was recognized as a recipient of Waddell & Reed’s 2015 Pacesetter as well as received her Chartered Retirement Planning Counselor Designation. In 2017, Slade became an independent financial advisor and became an industry thought leader. A 21-year veteran of the Federal Reserve Bank of Atlanta, in this capacity, Slade served as a senior regional community development manager for the Atlanta Fed’s community and economic development (CED) team whereby she provided regional and national input around these areas.

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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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