Focused on the Future

Recent Episodes

Kevin Keller on the Evolution of Advice, Capturing Next Gen Talent, and AI’s Place in Planning

Posted June 11, 2025 • 00:35:05

In this all-new episode of Focused on the Future, Suzanne Siracuse speaks with Kevin Keller, CEO of the CFP Board, about the evolving landscape of financial...

Focused on the Future: Mariner’s Katrina Radenberg on Growth, Giving and the Future

Posted May 28, 2025 • 00:33:01

In this episode of Focused on the Future, host Suzanne Siracuse kicks off Season 3 with a powerful conversation with Katrina Radenberg, chief investment...

Professionalizing Your Advisory Firm for Future Success

Posted December 18, 2024 • 00:43:49

In this episode, veteran industry leader Suzanne Siracuse hosts the dynamic duo of Shannon Spotswood, CEO, and Abby Salameh, chief growth officer, from...

Aligning Wealth with Purpose with Jon Jones

Posted December 5, 2024 • 00:43:55

What does it take to build a future-proof financial advisory business?

Veteran industry leader Suzanne Siracuse sits down with Jon Jones, CEO...

Building Resilient Wealth Management Firms: Lisa Crafford on Growth, Talent, Tech and Client Connection

Posted November 13, 2024 • 00:33:43

Join host Suzanne Siracuse as she sits down with Lisa Crafford, Managing Director at Constellation Wealth Capital, to explore key strategies for building...