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
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.
Jul 24, 2024 • 34min
Liz Nesvold: M&A is not a Business Strategy
Join us on this episode of Focused on the Future as host Suzanne Siracuse sits down with Liz Nesvold, Chair of Emigrant Partners. Liz highlights the three critical areas that firms need to focus on to ensure future success, discusses the key levers that contribute to obtaining a high firm valuation, and the profound impact … Read More Read More
Jul 10, 2024 • 40min
Stacy Francis: Driving Firm Growth, 100% Organically
Join us on this installment of “Focused on the Future” as Suzanne Siracuse sits down with Stacy Francis, the Founder and CEO of Francis Financial, and the nonprofit, Savvy Ladies™. Stacy shares the heartbreaking story of her grandmother’s life, and how it impacted her becoming a financial advisor working with women in transition such as … Read More Read More
Jun 26, 2024 • 36min
Shannon Eusey: Why Scale is Critical to Success in Wealth Management
In this episode of “Focused on the Future,” Suzanne Siracuse interviews Shannon Eusey, Founder and CEO of Beacon Pointe Advisors. Shannon opens up about her unique journey, starting from her childhood experiences as the only girl on all-boys sports teams, shares her top 5 trends in wealth management, and discusses why scale is crucial for … Read More Read More
