Focused on the Future
Suzanne Siracuse
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
Mentioned books
May 28, 2025 • 33min
Focused on the Future: Mariner’s Katrina Radenberg on Growth, Giving and the Future
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 … Read More Read More
Dec 18, 2024 • 44min
Professionalizing Your Advisory Firm for Future Success
Shannon Spotswood, a 25+ year financial services veteran and CEO of RFG Advisory, joins Abby Salameh, RFG's Chief Growth Officer with over 25 years in supporting independent advisors. They delve into key strategies for advisory firms to adapt and thrive, emphasizing the role of technology and effective team roles. The conversation highlights the StrongHer Money initiative aimed at empowering female clients, and the importance of professionalizing firms to secure future success as generational wealth transfers loom.
Dec 5, 2024 • 44min
Aligning Wealth with Purpose with Jon Jones
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 … Read More Read More
Nov 13, 2024 • 34min
Building Resilient Wealth Management Firms: Lisa Crafford on Growth, Talent, Tech and Client Connection
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 … Read More Read More
Oct 30, 2024 • 37min
Secrets of Top-Performing Firms: Bryce Skaff on Driving Growth and Success in Wealth Management
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 … Read More Read More
Oct 16, 2024 • 36min
Unlocking the Future of Financial Advising with George Nichols
Suzanne Siracuse engages in a conversation with George Nichols, CEO of the American College of Financial Services, to uncover strategies for success in financial advising. Nichols shares insights into significant areas for financial advisors, such as specialization, the future of retirement planning, and the importance of representation. Nichols explored how understanding the diverse needs of … Read More Read More
Sep 25, 2024 • 30min
Longevity Risk and the Role of Psychology in Financial Planning with Vanessa Martinez
Suzanne Siracuse interviews Vanessa Martinez, CEO and managing partner of Expressive Wealth, to explore how holistic financial planning and inclusive communication can transform the client experience. Vanessa shares her journey, rooted in the values instilled by her parents, who overcame educational limitations in war-torn Central America. This background shaped her commitment to empowering clients through … Read More Read More
Sep 11, 2024 • 35min
Brian Hamburger’s Advice to Advisors and Firms: Hope is not a Plan
Are you ready to learn the keys to building a profitable, sustainable, and impactful business in the ever-evolving financial landscape? Join us for an insightful conversation with Brian Hamburger, the visionary founder, president, and CEO of MarketCounsel Consulting, and founder and chief counsel of the Hamburger Law Firm. In this episode, Brian sits down with … Read More Read More
Aug 28, 2024 • 34min
Building Community Through Planning with Sibyl Slade
On the latest episode of Focused on the Future, host Suzanne Siracuse sits down with Sibyl Slade, founder and president of IntegriVest Wealth Advisors. Sibyl shares her journey from working at the Federal Reserve Bank of Atlanta to establishing her own independent financial planning firm. Their conversation delves into the evolution of her career, the … Read More Read More
Aug 14, 2024 • 33min
Embracing the Personal in Planning with Beth Bosworth
Beth Bosworth, a wealth advisor and head of planning at Perigon Wealth Management, shares her unique journey from a banking career on Music Row to financial planning. She emphasizes the importance of personal connections in building client relationships and discusses how inclusive language can create a welcoming environment. Beth also highlights innovative strategies for attracting next-gen clients, advocating for the removal of traditional investment minimums and the value of financial education for younger generations. Her insights offer a refreshing approach to modern wealth management.
