Focused on the Future
Latest Episodes
Andrew Altfest: AI and the Evolution of the Advisor Value Proposition
In this episode of Focused on the Future, industry veteran Suzanne Siracuse sits down with Andrew Altfest, president of Altfest Personal Wealth Management and founder of FP Alpha, to explore the trans
Focused on the Future: Brian Seymour on the Power of Coaching
In this episode of Focused on the Future, Suzanne Siracuse talks with Brian Seymour, principal and founder of Prosperitage Wealth on why his unique social media videos are really resonating with clien
Focused on the Future: Will Trout on the Impact From Emerging Trends on the Wealth Management Industry
In this episode of Focused on the Future, Suzanne Siracuse, talks with Will Trout, Director of the Securities and Investments practice at Datos Insights, on the how technology advancements are impacti
Focused on the Future: Anna N’Jie Konte on AI, BeFi and Reframing the Money Discussion
In this episode of Focused on the Future, veteran industry leader Suzanne Siracuse talks with Anna NJie Konte, president of Re-Envision Wealth, on the importance of taking a human first approach with
Focused on the Future: Carina Diamond on Staying in a Beginner’s Mindset and the Power of Reinvention
In the first episode of Season Two of the Focused on the Future podcast, veteran industry leaderSuzanne Siracuse talks with Carina Diamond, CEO of Stella Secunda and Director of Diversitas, Expanding
Focused on the Future: Teri Shepard on the Key to Advancing Women in Wealth Management
In the latest episode of the Focused on the Future podcast, veteran industry leader Suzanne Siracuse talks with Teri Shepard, president of Carson Group, on the evolution of the role that a financial a
Focused on the Future: Mike LaMena on Optimizing Your Offering to Create Clients for Life
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 his clients never outgrow his firms offering
Focused on the Future: Connecting Advisory Firms with Next-Gen Talent at HBCUs
In the latest episode of Focused on the Future, industry leader Suzanne Siracuse talks with Dr. Sylvia Rose, assistant dean, James T. George School of Business at Hampton University, and Dr. Curtis Ki
Focused on the Future: Jimmy Lee: How AI and ESG will impact Financial Planning
In the latest episode of Focused on the Future, veteran industry leader, Suzanne Siracuse, talks with Jimmy Lee , Founder and CEO of Wealth Consulting Group, on focusing on where the puck is going,
Focused on the Future: Kay Lynn Mayhue: Why Investing in TALENT is key to a Firm’s Long-term Success
In the latest episode of Focused on the Future, veteran industry leader, Suzanne Siracuse, talks with Kay Lynn Mayhue, President of Merit Financial Advisors, on the importance of cultivating top talen