『Focused on the Future』のカバーアート

Focused on the Future

Focused on the Future

著者： Suzanne Siracuse
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 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.Copyright © 2023 Focused on the Future マネジメント マネジメント・リーダーシップ 経済学
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  • Purpose-Driven Planning in the Age of AI

    Purpose-Driven Planning in the Age of AI
    2025/07/09
    In this episode of Focused on the Future, host Suzanne Siracuse speaks with Lee Korn, co-founder of Opal Wealth Advisors, about how his firm is growing by focusing on people, purpose and process. Lee explains how Opal begins every client relationship by uncovering meaningful life goals, not just financial ones, using a discovery process rooted …

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    40 分
  • Creating a Client-Centric Wealth Management Firm with Tom Orecchio

    Creating a Client-Centric Wealth Management Firm with Tom Orecchio
    2025/06/25
    In the latest Focus on the Future podcast episode, industry veteran Suzanne Siracuse chats with Tom Orecchio, CEO of Modera Wealth Management, about the evolving dynamics and secrets to building a successful financial advisory firm. Tom brings in his wealth of experience, sharing stories from his inspiring journey into financial planning and revealing why he …

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    35 分
  • Kevin Keller on the Evolution of Advice, Capturing Next Gen Talent, and AI’s Place in Planning

    Kevin Keller on the Evolution of Advice, Capturing Next Gen Talent, and AI’s Place in Planning
    2025/06/11
    In this all-new episode of Focused on the Future, Suzanne Siracuse speaks with Kevin Keller, CEO of the CFP Board, about the evolving landscape of financial advice and the growing importance of holistic financial planning. Kevin highlights the industry’s shift from a focus on investment management to comprehensive financial advice, a change embraced by firms …

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    35 分

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