Focused on the Future
Latest Episodes
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
Building Community Through Planning with Sibyl Slade
On the latest episode of Focused on the Future, host Suzanne Siracuse sits down with Sibyl Slade, founder and president of IntegriVest Wealth Advisors. Sibyl shares her journey from working at the Fed
Embracing the Personal in Planning with Beth Bosworth
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 Wealth Management. Beth highlights her effective
Liz Nesvold: M&A is not a Business Strategy
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 the three critical areas that firms need to focus on to
Stacy Francis: Driving Firm Growth, 100% Organically
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, and the nonprofit, Savvy Ladies. Stacy shares the he
Shannon Eusey: Why Scale is Critical to Success in Wealth Management
In this episode of Focused on the Future, Suzanne Siracuse interviews Shannon Eusey, Founder and CEO of Beacon Pointe Advisors. Shannon opens up about her unique journey, starting from her childhood