Episode Details
Back to EpisodesShannon Eusey: Why Scale is Critical to Success in Wealth Management
Published 2 years ago
Description
In this episode of “Focused on the Future,” Suzanne Siracuse interviews Shannon Eusey, Founder and CEO of Beacon Pointe Advisors. Shannon opens up about her unique journey, starting from her childhood experiences as the only girl on all-boys sports teams, shares her top 5 trends in wealth management, and discusses why scale is crucial for future success.
Key discussion points include:
- How her childhood experiences in sports lead her to break down barriers in her career.
- The pivotal moment when an assignment, while getting her MBA, became the catalyst for founding Beacon Pointe Advisors.
- How being a woman in a predominantly male industry has shaped how she runs her business.
- Her firm’s proactive strategies for better-serving women investors.
- Beacon Pointe’s non-cookie-cutter approach to achieving organic growth.
- Why scale gives you access to the best tech and talent.
- How her firm is leveraging AI across various functions, from compliance to HR to marketing.
Join Suzanne and Shannon and get ready to be inspired!
Connect With Suzanne Siracuse:
- WealthManagement.com
- LinkedIn: WealthManagment.com
- LinkedIn: Suzanne Siracuse
- Twitter: Suzanne Siracuse
- Email: Suzanne@suzannesiracuse.com
Connect with Shannon Eusey:
- www.BeaconPointe.com
- LinkedIn: @BeaconPointe
- Instagram: @BeaconPointeAdvisors
- Facebook(Meta): @BeaconPointeRIA
- Twitter(X): @BeaconPointeRIA
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