Podcast Episodes
Back to SearchFocused on the Future: Jimmy Lee: How AI and ESG will impact Financial Planning
In the latest episode of Focused on the Future, veteran industry leader, Suzanne Siracuse, talks with Jimmy Lee , Founder and CEO of Wealth Consultin…
2 years, 8 months ago
Focused on the Future: Kay Lynn Mayhue: Why Investing in TALENT is key to a Firm’s Long-term Success
In the latest episode of Focused on the Future, veteran industry leader, Suzanne Siracuse, talks with Kay Lynn Mayhue, President of Merit Financial A…
2 years, 8 months ago
Focused on the Future: Maurice Miller: Why the Wealth Management Industry Needs to Rethink New Financial Advisor Compensation Structure
In the latest episode of Focused on the Future, veteran industry leader Suzanne Siracuse talks with Maurice Miller, CFP, Managing Director of The Mil…
2 years, 8 months ago
Focused on the Future: Luis Rosa: How Leading with Planning, Authenticity and a Specialty Translates to Success
In the latest episode of Focused on the Future, veteran industry leader Suzanne Siracuse talks with Luis Rosa the founder of Build a Better Financial…
2 years, 9 months ago
Focused on the Future: JC Abusaid: Being Fearless and Defining your NorthStar
In the latest episode of the new podcast series, Focused on the Future, veteran industry leader Suzanne Siracuse talks with JC Abusaid, CEO of Halber…
2 years, 9 months ago
Focused on the Future: Lazetta Braxton: Her Advice on Making an Impact by Doing the Work
In the latest episode of the new podcast series, Focused on the Future, veteran industry leader Suzanne Siracuse talks with Lazetta Braxton, Co-CEO o…
2 years, 10 months ago
Focused on the Future: Trap Kloman Discusses How to Continue Success in an Unpredictable and Evolving Market
In this episode of Focused on the Future, industry leader Suzanne Siracuse talks with Trap Kloman, the President and COO of Commonwealth Financial Ne…
2 years, 11 months ago
Focused on the Future: Heather Fortner: Her Journey, Lessons and Advice on Making it to the C-Suite
In the latest episode of the new podcast series, Focused on the Future, veteran industry leader Suzanne Siracuse talks with Heather Fortner, CEO of S…
2 years, 11 months ago
Focused on the Future: Peggy Haslach: How Financial Advisors can best serve the LGBTQ+ community
In the latest episode of the new podcast series, Focused on the Future, veteran industry leader Suzanne Siracuse talks with Peggy Haslach, financial …
3 years ago
Focused on the Future: Leslie Tabor: Why every Financial Advisory Firm needs to have a Talent Strategy
In the latest episode of the new podcast series, Focused on the Future, veteran industry leader Suzanne Siracuse talks with Leslie Tabor, Director of…
3 years ago