Focused on the Future

Focused on the Future

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Focused on the Future: Carina Diamond on Staying in a Beginner’s Mindset and the Power of Reinvention

Posted March 13, 202400:27:27

In the first episode of Season Two of the Focused on the Future podcast, veteran industry leader Suzanne Siracuse talks with Carina Diamond, CEO of...

Focused on the Future: Teri Shepard on the Key to Advancing Women in Wealth Management

Posted January 12, 202400:34:19

In the latest episode of the Focused on the Future podcast, veteran industry leader Suzanne Siracuse talks with Teri Shepard, president of Carson Group,...

Focused on the Future: Mike LaMena on Optimizing Your Offering to Create Clients for Life

Posted December 18, 202300:35:31

In the latest episode of Focused on the Future, veteran industry leader Suzanne Siracuse talks with Mike LaMena, CEO of Wealthspire, on how he is ensuring...

Focused on the Future: Connecting Advisory Firms with Next-Gen Talent at HBCUs

Posted December 6, 202300:41:26

In the latest episode of Focused on the Future, industry leader Suzanne Siracuse talks with Dr. Sylvia Rose, assistant dean, James T. George School...

Focused on the Future: Jimmy Lee: How AI and ESG will impact Financial Planning

Posted November 15, 202300:38:47

In the latest episode of Focused on the Future, veteran industry leader, Suzanne Siracuse, talks with Jimmy Lee , Founder and CEO of Wealth Consulting...