Podcast Episodes

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

Join host Suzanne Siracuse as she sits down with Lisa Crafford, Managing Director at Constellation Wealth Capital, to explore key strategies for buil…

1 year, 8 months ago

Secrets of Top-Performing Firms: Bryce Skaff on Driving Growth and Success in Wealth Management

In the latest episode of Focused on the Future, Suzanne Siracuse sits down with Bryce Skaff of Dimensional Fund Advisors to explore his unique journe…

1 year, 8 months ago

Unlocking the Future of Financial Advising with George Nichols

Suzanne Siracuse engages in a conversation with George Nichols, CEO of the American College of Financial Services, to uncover strategies for success …

1 year, 8 months ago

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

Suzanne Siracuse interviews Vanessa Martinez, CEO and managing partner of Expressive Wealth, to explore how holistic financial planning and inclusive…

1 year, 9 months ago

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

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

 Join us for …

1 year, 10 months ago

Building Community Through Planning with Sibyl Slade

On the latest episode of Focused on the Future, host Suzanne Siracuse sits down with Sibyl Slade, founder and president of IntegriVest Wealth Advisor…

1 year, 10 months ago

Embracing the Personal in Planning with Beth Bosworth

Join us on this episode of Focused on the Future as host Suzanne Siracuse sits down with Beth Bosworth, wealth advisor and head of planning at Perigo…

1 year, 11 months ago

Liz Nesvold: M&A is not a Business Strategy

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 …

1 year, 11 months ago

Stacy Francis: Driving Firm Growth, 100% Organically

Join us on this installment of “Focused on the Future” as Suzanne Siracuse sits down with Stacy Francis, the Founder and CEO of Francis Financial, an…

2 years ago

Shannon Eusey: Why Scale is Critical to Success in Wealth Management

In this episode of “Focused on the Future,” Suzanne Siracuse interviews Shannon Eusey, Founder and CEO of Beacon Pointe Advisors. Shannon opens up ab…

2 years ago