Focused on the Future
by Suzanne Siracuse
Latest episode
How Advisors Can Use AI Without Losing the Human Relationship with…
How Advisors Can Use AI Without Losing the Human Relationship with…
About this podcast
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.
Episodes
The newest 20 of 61 episodes
- How Advisors Can Use AI Without Losing the Human Relationship with Rron Rexha · 38 minIf you lead an RIA, you’ve probably watched artificial intelligence tools pile up faster than you can test them, while your team stays buried in admin work and disconnected…
- From Intern to Owner: Succession Planning for Financial Advisors with Jorge Padilla · 43 minFor financial advisors who hope to become firm owners, succession planning involves more than transferring equity. It means navigating difficult conversations, earning a…
- How RIA Leaders Can Prepare for Growth, Technology and AI with Stan Gregor · 41 minRIA leaders are often under pressure to keep growing, but growth can expose weaknesses in technology, infrastructure and advisor support. Sometimes the better decision is to…
- Creating Lasting Advisory Practices Through Client Experience And Continuity with Jim Mellin · 37 minHow can financial advisors grow their practice while maintaining strong client relationships? What does it take to develop future generations of advisors while keeping the human…
- Why CFP Certification Is Becoming More Important in Financial Planning with Dane Snowden · 37 minWhat will financial advisors and wealth management firms need to prepare for as consumer expectations, technology and the financial planning profession continue to change? From…
- How Financial Advisors Can Better Serve Underserved Communities with Louis Barajas · 38 minFinancial advisors can build meaningful businesses by understanding the people and communities they serve beyond the numbers. What changes when advice starts with listening…
- Growing an Advisory Firm Organically with James Bogart · 41 minGrowing an advisory firm requires more than attracting new clients. It requires clarity around the type of business you want to build, the systems that support it and the people…
- Building Growth Through People, Technology and Advisor Support with Neil Turner · 35 minGrowth is a priority for many advisory firms, but building a business that can continue growing while serving clients well requires thoughtful planning. What separates firms…
- Rethinking Financial Planning for Childfree Clients with Dr. Jay Zigmont · 38 minTraditional financial planning assumes a familiar life path, but what happens when that doesn’t include children? Many advisors unknowingly rely on planning frameworks built…
- Why Advisors Are Rethinking Marketing for AI Search with Susan Theder and Samantha Russell · 45 minMarketing is changing fast, and many advisors are wondering how to stay visible as artificial intelligence tools reshape the way people search for information. How can firms…
- How AI Is Expanding Advisor Capacity and Elevating Human Connection with Dani Fava · 34 minWhat happens when technology removes friction instead of adding to it? And how does that shift reshape the value of human advice? In this episode of Focused on the Future, host…
- Building a Relationship-First Advisory Business with Dany Martin · 40 minWhat truly drives long-term growth in a financial advisory business? Is it better tools, stronger strategies, or something far more human at the core? In this first episode of…
- Leading With Empathy and Financial Vision with Cary Carbonaro · 32 minMany people want guidance that truly supports their goals, yet the way advice is delivered can shape how confident they feel. How do you create space for every voice at the…
- Leading With Values, Growing With Intention with Julia Carlson · 35 minBuilding a firm that reflects your values does not happen by accident. In this episode of Focused on the Future, host Suzanne Siracuse talks with Julia Carlson, founder and CEO…
- How Douglas and Heather Boneparth Combine Love, Money and Purpose · 37 minPartnership in life and business takes communication, balance and understanding, and when money enters the mix, the stakes are even higher. In this episode of the Focused on The…
- Culture, Collaboration and Career Change with Cerity Partners’ Claire O’Keefe · 30 minWhat happens when a schoolteacher from Ireland follows her curiosity halfway across the world and ends up helping shape one of the nation’s largest wealth management firms? In…
- Corporate Citizenship in Action · 26 minIn this episode of Focused on The Future, host Suzanne Siracuse speaks with Pammi Bhullar, senior director of corporate citizenship at Edelman Financial Engines, about how the…
- From Advising Clients to Assisting Communities: The Ripple Effect of Advice · 32 minIn this episode of Focused on The Future, host Suzanne Siracuse speaks with Michael Brady, founder and president of Generosity Wealth Management, about how he built a firm…
- Breadwinner Women, Gen Z and Succession with Bridget Venus Grimes · 34 minWhen your career path zigzags from Wall Street to pastry kitchens and back to finance, you pick up lessons most playbooks miss. In this episode of the Focused on the Future…
- The Power of Evolution: Building a Purpose-Driven Firm with Liz Miller · 33 minIn this episode of Focused on the Future, host Suzanne Siracuse speaks with Liz Miller, founder and president of Summit Place Financial Advisors and current chair of the CFP…
