![](/assets/artwork/1x1-42817eea7ade52607a760cbee00d1495.gif)
28 episodes
![](/assets/artwork/1x1-42817eea7ade52607a760cbee00d1495.gif)
Focused on the Future Suzanne Siracuse
-
- Business
-
-
5.0 • 1 Rating
-
Focused on the Future provides keys to building a profitable, sustainable, and impactful business. Suzanne Siracuse is excited to be partnering with WealthManagement.com on a podcast that focuses on what successful firms need to embrace to ensure their growth and success to take their firms to that next level, through industry leaders and advisors.
-
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 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 … Read More Read More
-
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, and the nonprofit, Savvy Ladies™. Stacy shares the heartbreaking story of her grandmother’s life, and how it impacted her becoming a financial advisor working with women in transition such as … Read More Read More
-
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 about her unique journey, starting from her childhood experiences as the only girl on all-boys sports teams, shares her top 5 trends in wealth management, and discusses why scale is crucial for … Read More Read More
-
Dr 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 implications for the wealth management industry. They delve into various facets, including the opportunities and challenges AI presents, and the importance of adaptability for achieving success. Dr. Nair offers insights … Read More Read More
-
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 treatment of women in the financial industry, the importance of focusing on clients’ adult children to capture next-generation wealth and the crucial role of networking in succession planning. Specifically, Rita discusses: Her … Read More Read More
-
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 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