In the latest Focus on the Future podcast episode, industry veteran Suzanne Siracuse chats with Tom Orecchio, CEO of Modera Wealth Management, about the evolving dynamics and secrets to building a successful financial advisory firm. Tom brings in his wealth of experience, sharing stories from his inspiring journey into financial planning and revealing why he continues to foster long-term client relationships. They discuss the vital role that technology is playing in the advisor/client relationship, strategies for organic growth, and the magic behind nurturing client relationships beyond investments.

Key points:

• The significance of personal connection in client relationships and the integration of digital advisory tools 
• Modera’s tactical approach to client acquisition, incorporating traditional referrals, digital marketing, and centers of influence
• The role of technology in enhancing estate planning and the essentials of client preparation
• How Modera differentiates itself through fee-only fiduciary services and ownership plans for team members 
• The industry’s future disruptions and how AI provides opportunities for more personal advisory roles 

Resources:

• Listen to Focused on the Future on WealthManagement.com
• Subscribe and listen to Focused on the Future on Apple Podcasts
• Subscribe and listen to Focused on the Future on Spotify
• The Net Positive Consortium in Wealth Management 

Connect With Suzanne Siracuse:

• LinkedIn: Suzanne Siracuse
• Twitter: Suzanne Siracuse
• Email: Suzanne@suzannesiracuse.com

Connect With Tom Orecchio:

• Modera Wealth Management
• LinkedIn: Modera Wealth Management
• LinkedIn: Tom Orecchio
• Email: tomo@moderawealth.com 

About Our Tom Orecchio:

With over 25 years of experience in wealth management, Tom has always believed that the best way to serve clients and provide objective advice is through the independent, fee-only approach. During that time, he has had the privilege of serving individuals, families, nonprofit organizations, foundations, trusts, and others in all areas of their investment and wealth management needs.