Focused on the Future

Recent Episodes

From Advising Clients to Assisting Communities: The Ripple Effect of Advice

Posted September 24, 2025 • 00:31:41

In this episode of Focused on The Future, host Suzanne Siracuse speaks with Michael Brady, founder and president of Generosity Wealth Management, about...

Breadwinner Women, Gen Z and Succession with Bridget Venus Grimes

Posted September 10, 2025 • 00:34:08

When your career path zigzags from Wall Street to pastry kitchens and back to finance, you pick up lessons most playbooks miss.

In this episode...

The Power of Evolution: Building a Purpose-Driven Firm with Liz Miller

Posted August 13, 2025 • 00:32:43

In this episode of Focused on the Future, host Suzanne Siracuse speaks with Liz Miller, founder and president of Summit Place Financial Advisors and...

Purpose-Driven Planning in the Age of AI

Posted July 9, 2025 • 00:40:07

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...

Creating a Client-Centric Wealth Management Firm with Tom Orecchio

Posted June 25, 2025 • 00:35:23

In the latest Focus on the Future podcast episode, industry veteran Suzanne Siracuse chats with Tom Orecchio, CEO of Modera Wealth Management, about...