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
Oct 4, 2023 • 37min
Focused on the Future: Luis Rosa: How Leading with Planning, Authenticity and a Specialty Translates to Success
In the latest episode of Focused on the Future, veteran industry leader Suzanne Siracuse talks with Luis Rosa the founder of Build a Better Financial Future LLC, on the importance of authenticity in your approach and your business model, changing the status quo on pricing models, and how his BLX Internship program is cultivating the … Read More Read More
Sep 20, 2023 • 36min
Focused on the Future: JC Abusaid: Being Fearless and Defining your NorthStar
In the latest episode of the new podcast series, Focused on the Future, veteran industry leader Suzanne Siracuse talks with JC Abusaid, CEO of Halbert Hargrove, on the importance of purposeful collaboration, being fearless on culture, clients and teams, and capturing a client’s loyalty for the long term. Specifically, JC discusses: How fate and persistence … Read More Read More
Sep 6, 2023 • 37min
Focused on the Future: Lazetta Braxton: Her Advice on Making an Impact by Doing the Work
In the latest episode of the new podcast series, Focused on the Future, veteran industry leader Suzanne Siracuse talks with Lazetta Braxton, Co-CEO of 2050 Wealth Partners, about how she is structuring her firm to serve the investor of the future, why she doesn’t like the term “mentor”, and why we all need to pay … Read More Read More
Aug 9, 2023 • 37min
Focused on the Future: Trap Kloman Discusses How to Continue Success in an Unpredictable and Evolving Market
In this episode of Focused on the Future, industry leader Suzanne Siracuse talks with Trap Kloman, the President and COO of Commonwealth Financial Network, to discuss strategies and principles that have contributed to the long-standing success of Commonwealth Financial Network and its dedication to serving its advisors effectively. Specifically, Trap discusses: How a customer-centric approach … Read More Read More
Jul 26, 2023 • 37min
Focused on the Future: Heather Fortner: Her Journey, Lessons and Advice on Making it to the C-Suite
In the latest episode of the new podcast series, Focused on the Future, veteran industry leader Suzanne Siracuse talks with Heather Fortner, CEO of SignatureFD, about the importance of understanding people’s motivations, the evolution of a firm’s messaging and why inclusion is key to a positive culture. Specifically, Heather discusses: Her journey from intern to … Read More Read More
Jul 12, 2023 • 36min
Focused on the Future: Peggy Haslach: How Financial Advisors can best serve the LGBTQ+ community
In the latest episode of the new podcast series, Focused on the Future, veteran industry leader Suzanne Siracuse talks with Peggy Haslach, financial advisor at The Finity Group, talk about how to best serve LGBTQ+ clients and team members, creating a niche practice that aligns with you as a person, and why she believes our … Read More Read More
Jun 28, 2023 • 34min
Focused on the Future: Leslie Tabor: Why every Financial Advisory Firm needs to have a Talent Strategy
In the latest episode of the new podcast series, Focused on the Future, veteran industry leader Suzanne Siracuse talks with Leslie Tabor, Director of Education and Consulting at Charles Schwab, about what key areas top performing firms are investing in, mastering inclusive leadership skills, and why a “people first, employees second” approach to culture is … Read More Read More
Jun 21, 2023 • 35min
Focused on the Future: Mark Tibergien on Setting your Strategy to Drive an Enduring Business
In the latest episode of the new podcast series, Focused on the Future, veteran industry leader Suzanne Siracuse talks with industry legend, Mark Tibergien, on the key areas every firm needs to focus on to ensure success, why he encourages everyone to embrace reverse mentoring and how everyone can participate in improving financial literacy in … Read More Read More
Jun 14, 2023 • 28min
Focused on the Future: Kristi Rodriguez on Redefining Retirement, Attracting GenZ and Making an Impact
In the latest episode of the new podcast series, Focused on the Future, veteran industry leader Suzanne Siracuse talks with Kristi Rodriguez, Senior Vice President of The Nationwide Retirement Institute, about redefining retirement, appealing to the Gen Z investor and an innovative approach to introducing the financial services industry to diverse students. Specifically, Kristi discusses: … Read More Read More
Jun 7, 2023 • 41min
Focused on the Future: Tyrone Ross on What It Will Take To Serve the Client of the Future
In the latest episode of the new podcast series, Focused on the Future, veteran industry leader Suzanne Siracuse talks with Tyrone Ross, about what it will take to best serve the client of the future, the importance of firm culture and why he still believes in crypto! Specifically, Tyrone discusses: What the client of the … Read More Read More
