Focused on the Future

Focused on the Future


Latest Episodes

Building Resilient Wealth Management Firms: Lisa Crafford on Growth, Talent, Tech and Client Connection
November 13, 2024

Join host Suzanne Siracuse as she sits down with Lisa Crafford, Managing Director at Constellation Wealth Capital, to explore key strategies for building successful, future-ready wealth management fir

Secrets of Top-Performing Firms: Bryce Skaff on Driving Growth and Success in Wealth Management
October 30, 2024

In the latest episode of Focused on the Future, Suzanne Siracuse sits down with Bryce Skaff of Dimensional Fund Advisors to explore his unique journey from aspiring marine biologist to a career in wea

Unlocking the Future of Financial Advising with George Nichols
October 16, 2024

Suzanne Siracuse engages in a conversation with George Nichols, CEO of the American College of Financial Services, to uncover strategies for success in financial advising. Nichols shares insights into

Longevity Risk and the Role of Psychology in Financial Planning with Vanessa Martinez
September 25, 2024

Suzanne Siracuse interviews Vanessa Martinez, CEO and managing partner of Expressive Wealth, to explore how holistic financial planning and inclusive communication can transform the client experience.

Brian Hamburger’s Advice to Advisors and Firms: Hope is not a Plan
September 11, 2024

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
August 28, 2024

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
August 14, 2024

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
July 24, 2024

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
July 10, 2024

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
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