Focused on the Future

Focused on the Future


Latest Episodes

Focused on the Future: Jimmy Lee: How AI and ESG will impact Financial Planning
November 15, 2023

In the latest episode of Focused on the Future, veteran industry leader, Suzanne Siracuse, talks with Jimmy Lee , Founder and CEO of Wealth Consulting Group, on focusing on where the puck is going,

Focused on the Future: Kay Lynn Mayhue: Why Investing in TALENT is key to a Firm’s Long-term Success
November 01, 2023

In the latest episode of Focused on the Future, veteran industry leader, Suzanne Siracuse, talks with Kay Lynn Mayhue, President of Merit Financial Advisors, on the importance of cultivating top talen

Focused on the Future: Maurice Miller: Why the Wealth Management Industry Needs to Rethink New Financial Advisor Compensation Structure
October 18, 2023

In the latest episode of Focused on the Future, veteran industry leader Suzanne Siracuse talks with Maurice Miller, CFP, Managing Director of The Millers Wealth Management on reevaluating how new adv

Focused on the Future: Luis Rosa: How Leading with Planning, Authenticity and a Specialty Translates to Success
October 04, 2023

In the latest episode of Focused on the Future, veteran industry leader Suzanne Siracuse talks with Luis Rosa the founder of Build a Better Financial Future LLC, on the importance of authenticity in y

Focused on the Future: JC Abusaid: Being Fearless and Defining your NorthStar
September 20, 2023

In the latest episode of the new podcast series, Focused on the Future, veteran industry leader Suzanne Siracuse talks with JC Abusaid, CEO of Halbert Hargrove, on the importance of purposeful collabo

Focused on the Future: Lazetta Braxton: Her Advice on Making an Impact by Doing the Work
September 06, 2023

In the latest episode of the new podcast series, Focused on the Future, veteran industry leader Suzanne Siracuse talks with Lazetta Braxton, Co-CEO of 2050 Wealth Partners, about how she is structurin

Focused on the Future: Trap Kloman Discusses How to Continue Success in an Unpredictable and Evolving Market
August 09, 2023

In this episode of Focused on the Future, industry leader Suzanne Siracuse talks with Trap Kloman, the President and COO of Commonwealth Financial Network, to discuss strategies and principles that ha

Focused on the Future: Heather Fortner: Her Journey, Lessons and Advice on Making it to the C-Suite
July 26, 2023

In the latest episode of the new podcast series, Focused on the Future, veteran industry leader Suzanne Siracuse talks with Heather Fortner, CEO of SignatureFD, about the importance of understanding p

Focused on the Future: Peggy Haslach: How Financial Advisors can best serve the LGBTQ+ community
July 12, 2023

In the latest episode of the new podcast series, Focused on the Future, veteran industry leader Suzanne Siracuse talks with Peggy Haslach, financial advisor at The Finity Group, talk about how to best

Focused on the Future: Leslie Tabor: Why every Financial Advisory Firm needs to have a Talent Strategy
June 28, 2023

In the latest episode of the new podcast series, Focused on the Future, veteran industry leader Suzanne Siracuse talks with Leslie Tabor, Director of Education and Consulting at Charles Schwab, about