In the Suite Tina Powell | Intention.ly

Navigating the tech world easily, John O'Connell transformed himself from a Programmer to an Entrepreneur and masterfully led a company to its first IPO. Today, As the CEO and Founder of The Oasis Group, John spearheads growth, guiding firms in wealth management, fintech, and financial services to transcend limits and rejuvenate their growth trajectories.
In this not-to-be-missed episode, recorded live from Schwab IMPACT, John and I delve deep into the mind of a visionary who's not just leading the charge but rewriting the playbook of technological evolution. John's odyssey is nothing short of legendary from his early days of coding wizardry to architecting the future of data management with industry behemoths like Sybase and Oracle. 
As a vanguard in the database revolution, he's sculpted the landscape of customer relations and data management, turning complex challenges into groundbreaking triumphs.
But hold onto your seats because John's saga doesn't stop there. 
In 2019, John founded The Oasis Group, and as CEO today, steering asset managers, independent broker-dealers, and registered investment advisors through the digital transformation of the 21st century. John was named to the  InvestmentNews Hot List last year and his work was featured in the T3 Technology Tools for Today T3 2024 Conference stage along with Joel Bruckenstien and Survey. 
So, plug in, ignite your curiosity, and prepare to be captivated by a tech entrepreneur who's not just walking the tech talk but is blazing a trail for the digital titans of tomorrow. Our conversation with John will help redefine your perspective on technology and leadership in the suite. 
Links
- John O'Connell - LinkedIn
- The Oasis Group - Website
- "Rise of The Activist Investor" - Amazon Page
- T3 Technology Tools for Today 2023 Survey - Link to Survey
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When it comes to solving the problems of asset management, there’s one disruptor that stands out and is in a class by himself. That name is Devon Drew.
With a career spanning over 17 years at prominent asset management institutions like Vanguard and J.P. Morgan Chase, Devon's stroke of genius is shaping the future of asset management in unprecedented ways. Devon is the founder and CEO of AssetLink (formerly DFD Partners), a data-driven distribution platform to help smaller, demographically underrepresented asset managers scale up their distribution strategies. Devon is named among Wealth Management.com's coveted list of "10 to watch in 2024."
In today's enlightening episode, recorded live from Schwab IMPACT, Devon discusses the inception of DFD - Diligence Fund Distributors - the company he founded in 2021. We also get an insider's view into DFD's platform, AssetLink, the first-of-its-kind AI-powered, bidirectional platform for investment discovery. AssetLink, approved on Schwab's platform, is transforming how asset managers and advisors connect, offering a dynamic, intelligent solution for investment matching.
Devon's platform has already attracted the attention of major players like JP Morgan, American Century Investments, Ritholtz Wealth and others. Today, AssetLink boasts participation from 67 asset managers and over 7,400 advisors, marking a new era in asset management collaboration.
In our compelling dialogue, Devon emphasizes the transformative power of technology, not only as a tool for efficiency but as a catalyst for equality and community-building within the financial advisory landscape.
For transformative leaders bold enough to tackle the status quo like Devon, today's conversation with Devon illustrates the transformative power of what it means to be forward-thinking In The Suite.
Links
AssetLink - https://assetlink.ai/DFD Partners - https://dfdpartners.com/Devon Drew LinkedIn - https://www.linkedin.com/in/devon-drew-cima%C2%AE-crpc-4b63111a/Devon Drew X - https://twitter.com/DevonDFDDevon Drew Instagram - https://www.instagram.com/devongdrew/🤩 Thanks for listening, we appreciate your support and 5-star reviews of our show!!!

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📧 Want to get in touch? Email me at tina@growintentionally.com

Are you ready for a life-changing story? In this episode, In The Suite host, Tina Powell shares her incredible story of survival and strength that will leave you inspired. 

Tina's journey took an unexpected turn when she was diagnosed with non-small cell lung cancer. She underwent a life-saving robotic lobectomy procedure and shares her mental healing process, remarkable resilience, and faith.

Tina Talks is more than just a cancer story. Tina dives deeper into wellness, good health, and leadership. She emphasizes the need for support and the importance of maintenance for a healthy life.

Join Tina as she explores her treatment options, chemotherapy experiences, and targeted therapies' power. She's on a mission to raise awareness, provide advice, and offer hope to others facing challenging times.

This is a story of triumph, determination, and resilience. Get ready to be inspired and motivated to take control of your well-being. 
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📧 Want to get in touch? Email me at tina@growintentionally.com

Today, we're taking you on an exciting journey to the Aria Hotel in Las Vegas for the highly anticipated second annual Jolt Financial Advisor Marketing Conference by Snappy Kraken, from May 3 - 5, 2023.

This episode is extra special because it's divided into two parts. In the first half, we'll treat you to a series of live, on-the-spot interviews from the conference's opening party, co-sponsored by Intention.ly, a growth marketing consultancy for Fintech and Fiserv companies.  The second half features a replay from our personal branding panel. 

Part 1: Live Interviews 
Aaron Klein, NitrogenSteph Bogan, Limitless AdvisorMatt Ackermann, Integrated PartnersGibson Bosworth, RFG AdvisoryDiana Cabrices, Diana Cabrices ConsultingFrancesca McLin, Snappy KrakenSheryl Hickerson, Females & FinanceJulie Johnson, XY CommunicationsMary Kay Glick, Carson GroupJohnny Swift, Impact CommunicationsDomenick DeAndrea, Dandara Wealth ManagementDavid Coyle, AdvisorEngineJohnny Sanquist, Three Crowns MarketingPart 2: Personal Branding Panel (Replay)
The lively and engaging discussion focuses on how to make authentic, genuine, and profitable connections on social media. The panelists include: 
Sheryl Hickerson, CEO of Females & FinanceLindsay Gladstone, VP of Marketing at Snappy KrakenKian Salehizadeh, VP of Finance at LPL Financial Tina Powell, Chief Growth Officer, Intention.ly🤩 Thanks for listening, we appreciate your support and 5-star reviews of our show!!!

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📧 Want to get in touch? Email me at tina@growintentionally.com

Today, we're taking you on an exclusive journey behind the scenes of one of the industry's most coveted events: the MarketCounsel Summit. 
We spent an entire day recording 18 back-to-back podcast interviews. It was a marathon, but we couldn't have done it without the help of some truly amazing people. A huge thank you goes out to Brian Hamburger and Ryan Marcus from MarketCounsel, who helped make this episode possible. Erica Ellis, Conference and Event Manager from Intention.ly, was an incredible event wingman, and Kevin Hirshorn, our talented podcast producer and editor at large worked miracles to bring it all together.
Last, we want to thank the 18 guests you'll hear from in this episode. These experts generously shared their time and insights with us, and we couldn't be more grateful. 
Brian Hamburger - Founder of MarketCounsel and the Hamburger Law FirmJoe Anthony - President & Co-Owner, Gregory FCAMegan Carpenter - CEO & Co-Founder, FiComm PartnersScott MacKillop - CEO, First Ascent Asset ManagementSuleman Din - Advisor Intelligence Lead, AdvisorEngine Brian McLaughlin - President, Orion Advisor Technology Eric Clarke - CEO, Orion Advisor Services Aaron Klein - CEO & Co-Founder, Riskalyze Joel Bruckenstein - FinTech Expert, T3 Technology Tools for TodayZach Conway - Founder & CEO, Seeds InvestorAnthony Stich - CRO, EntrustodySpenser Segal - CEO, ActiFiDavid Wood - Founder & Chief Visionary Officer, Gateway Financial Partners Stephanie Bogan - Founder, Chief Possibility Officer, Limitless Adviser Coaching Martine Lellis - Chief Talent & Administrative Officer, Mercer Advisors Shannon Spotswood - President, RFG Advisory David Canter - President, Bluespring Wealth Partners Eric Godes - SVP, Senior Consultant, FP TransistionsAnd thank you so much for listening and subscribing, and giving us 5-star reviews. We are so so grateful to you.  We’ve got listeners in 1,361 cities and 66 countries. That’s the most we’ve ever had, and we owe it all to you, so thank you. 
Feel free to email me at tina@inthesuitepodcast.com to pitch guests for Season 4 2023 and let us know who you want to see here In The Suite. 


🤩 Thanks for listening, we appreciate your support and 5-star reviews of our show!!!

❤️ Please follow us on Instagram https://www.instagram.com/inthesuitepod/

📧 Want to get in touch? Email me at tina@growintentionally.com

Taking a seat in the suite for an inspiring episode is the unstoppable Tricia Rothschild, a powerhouse in the world of FinTech. With a career spanning over 30 years and an impressive portfolio of success, Tricia is the epitome of excellence in wealth tech. From serving as the President of Apex Fintech Solutions to her nearly 26 years at Morningstar, where she held positions as Chief Product Officer and Co-Head of Global Markets, managing a $700M portfolio of global software, data, and research businesses.
With a Bachelor's degree from Northwestern University, a Master's in Russian and Central European economics from Indiana University, and a CFA designation, Tricia is an expert in her field. Recognized as "Women to Watch" by InvestmentNews and named "Most Likely to Change Wealth Management" by Financial Planning, Tricia is a true leader in the industry. She is currently Vice Chair of the CFA Institute Board of Governors and sits on the advisory board of Riskalyze and Financial Fitness Group.
And that's not all! 
One of the many gifts you’ll discover about Tricia Rothschild in this episode is that she is a pioneer in many ways, including her philanthropy endeavors. Tricia and her husband co-founded the Chicago Giving Circle, a community of families supporting local non-profits. 
In this episode, Tricia opens up about the evolution of Fintech, the importance of checking in, and women's representation in the industry. She also sheds light on the rebranding of Riskalyze and the difference between a CFA and CFP designation while sharing key lessons she's learned from trailblazing a long and successful career as a WealthTech Investor and Independent-minded fan of the disrupter and the underdog In The Suite. 

Some key points include the influence and evolution of Fintech, the importance of checking in, retaining women clients, and embracing creative methods to reach out to younger investors. 

Below is the agenda:
Welcome Tricia!Congrats On Being Appointed to the Board of Directors (04.45)Rebranding Riskalyze (07:00)Lessons learned from 26 years at Morningstar (13:38)The Role of Certification In Careers (20:20)Women’s Representation In The Industry (28:35)The Simple Concept Of a Check-In (32:44)New Year Resolution (37:10)About Financial Fitness Group (39:36)Family Life (45:00)How To Get In Touch with Tricia (47:15)Tricia’s choice of charity (47:35)Resources
Tricia Rothschild LinkedIn
Riskalyze
Financial Fitness Group (FFG)
CFA Institute
The Giving Circle
🤩 Thanks for listening, we appreciate your support and 5-star reviews of our show!!!

❤️ Please follow us on Instagram https://www.instagram.com/inthesuitepod/

📧 Want to get in touch? Email me at tina@growintentionally.com