Episode Details

Join us on this episode of Focused on the Future as host Suzanne Siracuse sits down with Liz Nesvold, Chair of Emigrant Partners. Liz highlights the three critical areas that firms need to focus on to ensure future success, discusses the key levers that contribute to obtaining a high firm valuation, and the profound impact her mother had on her leadership style.  

Key discussion points include:

• The subconscious influences that shaped her career path
• The story behind her current role at Emigrant Partners 
• The importance of nurturing and retaining top talent
• How next gen talent plays into your firm’s valuation
• Why reinvestment into your business is key for future growth
• Her advice for buyers and sellers’ post-deal. 
• The essential question every firm must consider before deciding to buy or sell
• Why business evolution cannot exist without business continuity and succession planning 

Join Suzanne and Liz for an insightful episode filled with career reflections, industry expertise, and practical advice that can help elevate your firm’s success. Whether you’re an industry veteran or just starting your journey in wealth management, this episode offers valuable perspectives on leadership, growth, and strategic decision-making.

Connect With Suzanne Siracuse:

• WealthManagement.com
• LinkedIn: WealthManagment.com
• LinkedIn: Suzanne Siracuse
• Twitter: Suzanne Siracuse
• Email: Suzanne@suzannesiracuse.com

Connect with Liz Nesvold:

• Emigrant Partners
• LinkedIn: Liz Nesvold
• LinkedIn: Emigrant Partners

About Our Guest:

Liz serves as Chair of Emigrant Partners and Vice Chair of Emigrant Bank. In her dual roles, Liz works closely with all units of the bank that provide solutions to the wealth management industry, including Emigrant Partners, New York Private Trust, Sarasota Private Trust, Cleveland Private