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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
  • Focused on the Future: Mariner’s Katrina Radenberg on Growth, Giving and the Future

    Focused on the Future: Mariner’s Katrina Radenberg on Growth, Giving and the Future
    2025/05/28
    In this episode of Focused on the Future, host Suzanne Siracuse kicks off Season 3 with a powerful conversation with Katrina Radenberg, chief investment officer of Mariner and president of the Mariner Foundation. Katrina shares her unique path from investment analyst to C-suite leader, the importance of mentorship and how intentional partnerships and niche marketing …

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    33 分
  • Professionalizing Your Advisory Firm for Future Success

    Professionalizing Your Advisory Firm for Future Success
    2024/12/18
    In this episode, veteran industry leader Suzanne Siracuse hosts the dynamic duo of Shannon Spotswood, CEO, and Abby Salameh, chief growth officer, from RFG Advisory. Listen as they wrap up Season 2 with an insightful discussion on what it takes to build the RIA of the future. From effective strategies for driving organic growth to …

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    44 分
  • Aligning Wealth with Purpose with Jon Jones

    Aligning Wealth with Purpose with Jon Jones
    2024/12/05
    What does it take to build a future-proof financial advisory business? Veteran industry leader Suzanne Siracuse sits down with Jon Jones, CEO and co-founder of Brighton Jones, to explore his incredible journey from small-town beginnings to leading a $30 billion RIA. In this episode of the Focused on the Future podcast, Jon reveals how a …

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    44 分
  • Building Resilient Wealth Management Firms: Lisa Crafford on Growth, Talent, Tech and Client Connection

    Building Resilient Wealth Management Firms: Lisa Crafford on Growth, Talent, Tech and Client Connection
    2024/11/13
    Join host Suzanne Siracuse as she sits down with Lisa Crafford, Managing Director at Constellation Wealth Capital, to explore key strategies for building successful, future-ready wealth management firms. Drawing on her deep experience working with financial advisors, Lisa offers valuable insights into the power of mentorship, strategic growth approaches, and fostering a strong community. She …

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    34 分
  • Secrets of Top-Performing Firms: Bryce Skaff on Driving Growth and Success in Wealth Management

    Secrets of Top-Performing Firms: Bryce Skaff on Driving Growth and Success in Wealth Management
    2024/10/30
    In the latest episode of Focused on the Future, Suzanne Siracuse sits down with Bryce Skaff of Dimensional Fund Advisors to explore his unique journey from aspiring marine biologist to a career in wealth management. Bryce offers an inside look at DFA’s investment philosophy, deeply rooted in academic research, and how the firm’s growth aligns …

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    37 分