Podcast Episodes
Back to SearchDr Vinay Nair: AI and Embracing Reinvention
In this episode of “Focused on the Future,” Suzanne Siracuse interviews Dr. Vinay Nair, Founder of Tifin, about the current landscape of AI and its i…
2 years, 1 month ago
Rita Robbins: The Evolution of Women in Finance, Navigating Change and The Power of Networking
In this episode of “Focused on the Future,” Suzanne Siracuse talks with Rita Robbins, Founder and President of Affiliated Advisors, on the evolving t…
2 years, 1 month ago
Andrew Altfest: AI and the Evolution of the Advisor Value Proposition
In this episode of Focused on the Future, industry veteran Suzanne Siracuse sits down with Andrew Altfest, president of Altfest Personal Wealth Manag…
2 years, 2 months ago
Brian Seymour on the Power of Coaching
In this episode of Focused on the Future, Suzanne Siracuse talks with Brian Seymour, principal and founder of Prosperitage Wealth on why his unique s…
2 years, 2 months ago
Focused on the Future: Will Trout on the Impact From Emerging Trends on the Wealth Management Industry
In this episode of Focused on the Future, Suzanne Siracuse, talks with Will Trout, Director of the Securities and Investments practice at Datos Insig…
2 years, 3 months ago
Focused on the Future: Anna N’Jie Konte on AI, BeFi and Reframing the Money Discussion
In this episode of Focused on the Future, veteran industry leader Suzanne Siracuse talks with Anna N’Jie Konte, president of Re-Envision Wealth, on t…
2 years, 3 months ago
Focused on the Future: Carina Diamond on Staying in a Beginner’s Mindset and the Power of Reinvention
In the first episode of Season Two of the Focused on the Future podcast, veteran industry leader Suzanne Siracuse talks with Carina Diamond, CEO of S…
2 years, 4 months ago
Focused on the Future: Teri Shepard on the Key to Advancing Women in Wealth Management
In the latest episode of the Focused on the Future podcast, veteran industry leader Suzanne Siracuse talks with Teri Shepard, president of Carson Gro…
2 years, 6 months ago
Focused on the Future: Mike LaMena on Optimizing Your Offering to Create Clients for Life
In the latest episode of Focused on the Future, veteran industry leader Suzanne Siracuse talks with Mike LaMena, CEO of Wealthspire, on how he is ens…
2 years, 6 months ago
Focused on the Future: Connecting Advisory Firms with Next-Gen Talent at HBCUs
In the latest episode of Focused on the Future, industry leader Suzanne Siracuse talks with Dr. Sylvia Rose, assistant dean, James T. George School o…
2 years, 7 months ago