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
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
May 31, 2023 • 33min
Focused on the Future: Michael Nathanson on Retaining Top Talent through Purpose, Sustainability and Culture
In the latest episode of the new podcast series, Focused on the Future, Veteran Industry leader Suzanne Siracuse talks with Michael Nathanson, Chair and CEO of wealth management firm, The Colony Group, to discuss keys to retaining top talent, setting up a sustainable firm for the future and what we all can do to make … Read More Read More
May 25, 2023 • 31min
Focused on the Future: Hannah Moore, CFP on Embracing Your “Why” and Reimagining Client Offerings, Internships and Developing Talent
In the inaugural episode of the new podcast series, Focused on the Future, Veteran Industry leader Suzanne Siracuse talks with Hannah Moore, CFP, Owner and Principal Advisor of Guiding Wealth, Founder of Amplified Planning and Creator of The Externship Program to discuss how by first focusing in on your WHY, becomes a critical piece to … Read More Read More
