Focused on the Future Suzanne Siracuse

In this episode of Focused on the Future, industry veteran Suzanne Siracuse sits down with Andrew Altfest, president of Altfest Personal Wealth Management and founder of FP Alpha, to explore the transformative power of AI in financial advising and how it’s reshaping the advisor’s value proposition. Specifically, Andrew discusses: His early exposure to the world … Read More Read More

In this episode of Focused on the Future, Suzanne Siracuse talks with Brian Seymour, principal and founder of Prosperitage Wealth on why his unique social media videos are really resonating with clients, the lessons he learned since launching his own RIA and the significant impact his coaches have had on his career.  Specifically, Brian discusses: … Read More Read More

In this episode of Focused on the Future, Suzanne Siracuse, talks with Will Trout, Director of the Securities and Investments practice at Datos Insights, on the how technology advancements are impacting our industry, why the major resurgence of alternative investments and that the client of the future will require personalization of advice. Specifically, Will discusses: … Read More Read More

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 the importance of taking a human first approach with clients, how every advisor can incorporate AI into their practices and why she is reframing the way first generation wealth builders think about … Read More Read More

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 Stella Secunda and Director of Diversitas, Expanding Diversity in Wealth Management. They discuss the importance of adopting a personal approach with every client and how that leads to more business. Carina … Read More Read More

In the latest episode of the Focused on the Future podcast, veteran industry leader Suzanne Siracuse talks with Teri Shepard, president of Carson Group, on the evolution of the role that a financial advisor plays, how she and her firm are investing in women and why constantly challenging oneself is the only way to evolve … Read More Read More