Focused on the Future
Latest Episodes
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
Dr Vinay Nair: AI and Embracing Reinvention
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
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
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
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