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

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

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

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

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

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

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

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

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

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