Focused on the Future

Focused on the Future


Latest Episodes

Creating a Client-Centric Wealth Management Firm with Tom Orecchio
June 25, 2025

In the latest Focus on the Future podcast episode, industry veteran Suzanne Siracuse chats with Tom Orecchio, CEO of Modera Wealth Management, about the evolving dynamics and secrets to building a suc

Kevin Keller on the Evolution of Advice, Capturing Next Gen Talent, and AI’s Place in Planning
June 11, 2025

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 advice and the growing importance of holist

Focused on the Future: Mariner’s Katrina Radenberg on Growth, Giving and the Future
May 28, 2025

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

Professionalizing Your Advisory Firm for Future Success
December 18, 2024

In this episode, veteran industry leader Suzanne Siracuse hosts the dynamic duo of Shannon Spotswood, CEO, and Abby Salameh, chief growth officer, from RFG Advisory. Listen as they wrap up Season 2 wi

Aligning Wealth with Purpose with Jon Jones
December 05, 2024

What does it take to build a future-proof financial advisory business? Veteran industry leader Suzanne Siracuse sits down with Jon Jones, CEO and co-founder of Brighton Jones, to explore his incredib

Building Resilient Wealth Management Firms: Lisa Crafford on Growth, Talent, Tech and Client Connection
November 13, 2024

Join host Suzanne Siracuse as she sits down with Lisa Crafford, Managing Director at Constellation Wealth Capital, to explore key strategies for building successful, future-ready wealth management fir

Secrets of Top-Performing Firms: Bryce Skaff on Driving Growth and Success in Wealth Management
October 30, 2024

In the latest episode of Focused on the Future, Suzanne Siracuse sits down with Bryce Skaff of Dimensional Fund Advisors to explore his unique journey from aspiring marine biologist to a career in wea

Unlocking the Future of Financial Advising with George Nichols
October 16, 2024

Suzanne Siracuse engages in a conversation with George Nichols, CEO of the American College of Financial Services, to uncover strategies for success in financial advising. Nichols shares insights into

Longevity Risk and the Role of Psychology in Financial Planning with Vanessa Martinez
September 25, 2024

Suzanne Siracuse interviews Vanessa Martinez, CEO and managing partner of Expressive Wealth, to explore how holistic financial planning and inclusive communication can transform the client experience.

Brian Hamburger’s Advice to Advisors and Firms: Hope is not a Plan
September 11, 2024

Are you ready to learn the keys to building a profitable, sustainable, and impactful business in the ever-evolving financial landscape? Join us for an insightful conversation with Brian Hamburger, th