21 episodes

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.

Focused on the Future Suzanne Siracuse

    • Business

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.

    Focused on the Future: Will Trout on the Impact From Emerging Trends on the Wealth Management Industry

    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 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

    • 31 min
    Focused on the Future: Anna N’Jie Konte on AI, BeFi and Reframing the Money Discussion

    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 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

    • 35 min
    Focused on the Future: Carina Diamond on Staying in a Beginner’s Mindset and the Power of Reinvention

    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 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

    • 27 min
    Focused on the Future: Teri Shepard on the Key to Advancing Women in Wealth Management

    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 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

    • 34 min
    Focused on the Future: Mike LaMena on Optimizing Your Offering to Create Clients for Life

    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 ensuring his clients never outgrow his firm’s offering and advice, creating a DEIB strategy that works and why the future of advice is “human.” Specifically, Mike and Suzanne discuss: His … Read More Read More

    • 35 min
    Focused on the Future: Connecting Advisory Firms with Next-Gen Talent at HBCUs

    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 of Business at Hampton University, and Dr. Curtis Kidd Telemaque, director, HBS Center for Financial Excellence and Adjunct Professor at the School of Business at Howard University. Their thoughtful insights into … Read More Read More

    • 41 min

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