Focused on the Future

Latest Episodes
Creating a Client-Centric Wealth Management Firm with Tom Orecchio
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
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
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
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
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
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
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
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
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
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