Focused on the Future

Recent Episodes

Embracing the Personal in Planning with Beth Bosworth

Posted August 14, 2024 • 00:32:38

Join us on this episode of Focused on the Future as host Suzanne Siracuse sits down with Beth Bosworth, wealth advisor and head of planning at Perigon...

Liz Nesvold: M&A is not a Business Strategy

Posted July 24, 2024 • 00:33:59

Join us on this episode of Focused on the Future as host Suzanne Siracuse sits down with Liz Nesvold, Chair of Emigrant Partners. Liz highlights...

Stacy Francis: Driving Firm Growth, 100% Organically

Posted July 10, 2024 • 00:39:50

Join us on this installment of “Focused on the Future” as Suzanne Siracuse sits down with Stacy Francis, the Founder and CEO of Francis Financial,...

Shannon Eusey: Why Scale is Critical to Success in Wealth Management

Posted June 26, 2024 • 00:35:54

In this episode of “Focused on the Future,” Suzanne Siracuse interviews Shannon Eusey, Founder and CEO of Beacon Pointe Advisors. Shannon opens...

Dr Vinay Nair: AI and Embracing Reinvention

Posted June 12, 2024 • 00:31:21

In this episode of “Focused on the Future,” Suzanne Siracuse interviews Dr. Vinay Nair, Founder of Tifin, about the current landscape of AI and...