Focused on the Future

Focused on the Future


Latest Episodes

Shannon Eusey: Why Scale is Critical to Success in Wealth Management
June 26, 2024

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

Dr Vinay Nair: AI and Embracing Reinvention
June 12, 2024

In this episode of Focused on the Future, Suzanne Siracuse interviews Dr. Vinay Nair, Founder of Tifin, about the current landscape of AI and its implications for the wealth management industry. The

Rita Robbins: The Evolution of Women in Finance, Navigating Change and The Power of Networking
May 30, 2024

In this episode of Focused on the Future, Suzanne Siracuse talks with Rita Robbins, Founder and President of Affiliated Advisors, on the evolving treatment of women in the financial industry, the im

Andrew Altfest: AI and the Evolution of the Advisor Value Proposition
May 15, 2024

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
April 24, 2024

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
April 10, 2024

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
March 27, 2024

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
March 13, 2024

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
January 12, 2024

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
December 18, 2023

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

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