In the Suite
In the Suite is a podcast that shares amazing stories of women in business in the financial services and wealth management industry. The podcast features interviews with inspiring, top women leaders in business and some of the biggest names in the wealth management industry. In the Suite is where you’ll discover their best secrets and top strategies to grow a great business, build a strong brand, and lead teams in the 21st century. In the Suite podcast is hosted by Tina Powell, TEDx Speaker, former NYU Professor, Marketing Consultant and Partner, Chief of Community at Intention.ly
S3 E94 · Thu, April 03, 2025
EP 94 From CMO to CEO: How Kelly Waltrich is Redefining Intentional Growth Strategy in Fintech and Financial Services at Intention.ly (Don't Do That Podcast)
Send us a text In this debut episode of the Don’t Do That podcast, host Kelly Waltrich—CEO and Co-Founder of Intention.ly—sits down with her friend, partner, and colleague Tina Powell for a candid, behind-the-scenes conversation about building businesses, leading with heart, and the hard-won lessons that fuel long-term growth. Kelly shares how her unconventional path—from selling to her grandmother as a kid to running marketing at two of fintech’s fastest-growing firms—shaped her vision for Intention.ly. She opens up about why she launched this podcast, what it means to be a founder, and how she's challenging the traditional agency model by delivering strategy-first, results-driven marketing solutions that actually move the needle. Together, Kelly and Tina explore the evolving role of CMOs, the power of team culture, and what it takes to grow in an industry that’s always changing. From the launch of Advisor Brand Builder to her personal “Do Not” list that’s guided every career move, Kelly gets real about what it takes to build something meaningful—and what to walk away from when it no longer serves you. 🎧 Tune in for an honest, high-impact conversation about growth, grit, and what we’re not doing in 2025. 💡 Key Topics Covered: ✔️ Why the best marketing starts with strategy and ends with revenue ✔️ The story behind Intention.ly and how it’s redefining what agencies can be ✔️ The launch of Advisor Brand Builder and the gap it fills in the RIA space ✔️ The importance of team culture, leadership, and hiring people you’d grab drinks with ✔️ Kelly’s “Do Not” list and how boundaries have shaped her personal and professional path ✔️ Why real stories—and real vulnerability—are the heart of Don’t Do That 🔗 Connect with Us: 📌 Follow Tina Powell on LinkedIn 📌 Follow Kelly Waltrich on LinkedIn 📌 Learn more about Intention.ly 📌 Discover Advisor Brand Builder 📌 Subscribe to Don’t Do That wherever you get your podcasts 🤩 Thanks for listening , we appreciate your support and 5-star reviews of our show!!! ❤️ Please follow us on Instagram https://www.instagram.com/inthesuitepod/ 📧 Want to get in touch? Email me at tina@growintentionally.com
S3 E93 · Mon, March 10, 2025
EP 93 From WealthTech to Community: Tina Powell on Growth, Resilience, and Advocacy (WealthTech on Deck with Jack Sharry)
Send us a text In this episode of WealthTech on Deck , host Jack Sharry sits down with marketing powerhouse Tina Powell , Partner and Chief of Community at Intention.ly. Tina is not only a trailblazer in the digital marketing and fintech space but also a fierce advocate for cancer awareness, bringing resilience and purpose to everything she does. Together, Jack and Tina dive into the intersection of WealthTech, marketing, and community building, exploring how Intention.ly is shaping the future of fintech and financial services growth. Tina shares her deeply personal journey with lung cancer, how it has fueled her passion for advocacy, and the surprising parallels between navigating health challenges and driving intentional business growth. From leveraging strategic partnerships to challenging the status quo in financial services marketing, this conversation is full of inspiration, insights, and actionable takeaways for anyone looking to lead with purpose and scale with intention. 🎧 Tune in for an unfiltered discussion on leadership, resilience, and the future of fintech marketing. 💡 Key Topics Covered: ✔️ The role of digital marketing in the fintech and RIA space ✔️ How strategic partnerships fuel scalable growth ✔️ Tina’s advocacy work in cancer awareness and its impact on leadership ✔️ The evolution of marketing in financial services ✔️ The power of LinkedIn and community in modern WealthTech Connect with Us: 📌 Follow Tina Powell on LinkedIn 📌 Learn more about Intention.ly 📌 Follow Jack Sharry on LinkedIn 📌 Subscribe to WealthTech on Deck for more industry insights! 🤩 Thanks for listening , we appreciate your support and 5-star reviews of our show!!! ❤️ Please follow us on Instagram https://www.instagram.com/inthesuitepod/ 📧 Want to get in touch? Email me at tina@growintentionally.com
Fri, January 03, 2025
EP 92 From Then to Now: The Power of Vision and Independence with Topaz Morrison, Chief Operations Officer at Independent Advisor Alliance
Send us a text Today, I'm thrilled to introduce Topaz Morrison, Chief Growth and Chief Operations Officer at Independent Advisor Alliance, a leading hybrid firm strategically focused on empowering financial advisors to succeed as independent business owners by providing services that align with each advisor's unique needs and challenges. Since joining IAA in August 2023, Topaz has been at the forefront of shaping growth strategies, overseeing sales and consulting teams, and driving advisor adoption of innovative programs and services. I first sat down with Topaz in 2023 at the annual Schwab IMPACT Conference and included some highlights of our first conversation on this podcast. With an impressive career spanning leadership roles at Northwestern Mutual, LPL Financial, Allianz Life, and Ameriprise Financial, Topaz brings a wealth of experience and vision to the table. He's a proud graduate of Augsburg University with a BA in Business Managerial Economics and holds an MBA from the University of Minnesota's Carlson School of Management. But that’s just the beginning. In today's episode, we dive into Topaz’s fresh perspective as Chief Operations Officer at IAA, exploring how he’s building on the strong foundation laid by founder and CEO Robert Russo. Despite joining the team recently in 2023, Topaz has quickly embraced IAA’s mission and vision, contributing to its impressive growth trajectory—from just 7 advisors a decade ago to nearly 240 by the end of 2024. Together with Robert and team, he’s driving the firm’s commitment to the "supported independence model," empowering advisors to focus on their strengths while planning for their futures. Get ready for an energizing conversation with a rising leader and visionary thinker—right here, In The Suite. 🔗 Links Topaz Morrison on LinkedIn Independent Advisor Alliance Website Schwab IMPACT Future Proof Festival MarketCounsel Summit Newsweek America’s Top Financial Advisory Firms 2025 Robert Russo on Advisor Advocates Podcast 🤩 Thanks for listening , we appreciate your support and 5-star reviews of our show!!! ❤️ Please follow us on Instagram https://www.instagram.com/inthesuitepod/ 📧 Want to get in touch? Email me at tina@growintent
S3 E91 · Mon, December 09, 2024
EP 91 The Human Side of Retirement Planning with Morningstar's Christine Benz, Director of Personal Finance and Author of "How To Retire"
Send us a text I’m absolutely thrilled and honored to welcome the incredible Christine Benz In the Suite. Christine, director of personal finance and retirement planning for Morningstar and senior columnist for Morningstar.com. is an absolute trailblazer in personal finance and a trusted voice in retirement planning, portfolio management, and financial literacy. For over three decades strong, Christine doesn’t just explain personal finance—she redefines it. As co-host of Morningstar’s podcast The Long View , soon to be topping over 300 episodes, Christine is on the forefront of finance, talking to today’s most influential leaders in investing, advice, and personal finance about a wide-range of topics, such as asset allocation and balancing risk and return. Christine has earned numerous accolades, including being named one of Barron’s 100 most influential women in finance and a 2021 honoree as one of the 10 most influential women in wealth management. You know her as a frequent public speaker and widely quoted in the media, The New York Times , The Wall Street Journal , Barron’s , and even PBS, and she serves as president of the board for the John C. Bogle Center for Financial Literacy, making her a beacon in financial education. But that’s not all. She’s a triple threat in the book world? Her latest bestseller, How to Retire: 20 Lessons for a Happy, Successful, and Wealthy Retirement , is packed with wisdom from 20 top experts and names you’ll recognize. Her earlier books, 30-Minute Money Solutions and The Morningstar Guide to Mutual Funds , prove she’s on a mission to make personal finance less intimidating—and a whole lot more doable. In today’s episode, we dive deep into the insights and inspiration behind Christine Benz’s latest book, How to Retire: 20 Lessons for a Happy, Successful, and Wealthy Retirement . Christine takes us on a journey through the book’s creation to insights into women’s unique financial challenges, from Jean Chatsky, Mary Beth Franklin, and Laura Carstensen. We’ll also explore Christine’s own philosophy on balancing finances with life’s intangible joys and her passion for fostering financial literacy among underserved communities. Christine’s journey is a blueprint for turning knowledge into impact and passion into purpose. Don’t miss this episode as we uncover her mission to educate, inspire, and elevate investors—right here, In the Suite . 🔗 Links How to Retire on Amazon Christine Benz on LinkedIn Christine Benz on X The Long View Podcast with Christine Be
S3 E90 · Mon, November 18, 2024
EP 90 Empowering Financial Advisors through Community: Carolyn Armitage's Vision with RIA Circle
Send us a text Today, we’re thrilled to welcome the incredible Carolyn Armitage I n the Suite. Carolyn is a force in wealth management—a true pioneer with a career that’s redefined advisory, consulting, and executive leadership. As the Founder and CEO of RIA Circle , she’s not just building a network; she’s igniting a movement. Within RIA Circle, Carolyn is shaping a vibrant, purpose-driven community where advisors gather to connect, grow, and empower each other, one meaningful connection at a time. In this episode, Carolyn takes us through her journey—from her early days as a fearless young advisor to founding RIA Circle, an innovative community that empowers advisors through connection and learning. We’ll also explore her unwavering commitment to giving back and how she sustains a balance between career and service. Since beginning her career as an advisor, Carolyn rapidly ascended the ranks of leadership roles across prominent wealth management firms, including HD Vest (now Avantax), ING Advisors Network (now Voya), and Thrivent Advisor Network. Her experience leading LPL Financial’s Large Enterprise Consulting Team and consulting with ECHELON Partners has given her unmatched expertise across the wealth management value chain. Formerly holding numerous FINRA and insurance licenses, she holds the CFP® , CIMA® , CLU® , and the ChFC® designations and has a Bachelor of Science in Business Administration from the University of Minnesota and a master’s in management from The American College . But that’s not all, Carolyn’s impact goes even further. Inspired during the financial crisis, she launched True Circle, a personal mission turned powerful nonprofit, creating care packages for those in need. As a devoted wife and mother of four, Carolyn instills the values of empathy and service in her children, who actively contribute to the organization. Carolyn’s story is a powerful reminder of the importance of community, resilience, and service. Join us as we dive into her insights on building meaningful connections, her passion for creating positive change, and her inspiring vision for a more inclusive industry—right here, In the Suite. 🔗 Links Caroly
S3 E89 · Sun, October 20, 2024
EP 89 Redefining Finance: Nia Impact Capital's Kristen Hull on Gender Lens Investing and Racial Equity
Send us a text Today, we are thrilled to welcome the visionary Kristin Hull In The Suite . As the founder of Nia Impact Capital, Kristin is a true trailblazer in gender lens investing. In 2013, she launched Nia Global Solutions, fusing activism with impact investing in the public markets. Kristin crafted Nia’s six solutions-focused investment themes, expertly weaving a gender lens into every aspect of the investment process. Her forward-thinking leadership led to the launch of the Nia Growth and Dividend portfolio in 2018 and the Nia Racial Justice portfolio in 2022, both of which have set bold new standards for inclusivity and equity in finance. In this episode, we’ll explore Kristin’s incredible journey—her dedication to empowering female leaders, advocating for racial equity audits, and the pivotal role of investors in shaping a more just and equitable economy. Kristin’s blend of financial expertise and passion for social justice has placed Nia Impact Capital at the forefront of intentional investing, driving meaningful change with purpose and impact. Before dedicating her career to conscious investing, Kristin was an educator, co-founding the North Oakland Community Charter School and serving on the founding board of the George Mark Children’s House, the first children’s hospice and palliative care center in the U.S. Kristin’s academic journey is equally impressive—she holds a Ph.D. in Urban Education from UC Berkeley, an MA from Stanford, and a BA from Tufts. She continues to influence impactful organizations like How Women Lead and GenderSmart, serving on multiple boards, including the Mosaic Project and American Rivers. But that’s not all. We also dive into Kristin’s work advocating for a racial equity audit at MetLife, her groundbreaking work on Tesla, and her experiences navigating the male-dominated asset management industry. Plus, we’ll hear about Nia’s impactful internship program, which empowers the next generation of female leaders, and her personal wellness practices like river rafting and connecting with nature. Kristin’s journey from educator to a pioneering force in finance is fueled by a deep commitment to reshaping capitalism and promoting diversity in leadership. She’s redefining what it means to invest with intention and purpose, right here In The Suite . 🔗 Links Kristin Hull on LinkedIn Nia Impact Capital Website Gender Lens Investing - Crain Currency 8/15/24 Kristin Hull's Speech for MetLife AGM
S3 E88 · Sat, October 05, 2024
EP 88 The Power of Instinct: Lazard Family Office Partners' Casey Whalen’s Journey Through Finance and Mentorship
Send us a text Today, we’re honored to have the extraordinary Casey Whalen in the suite—Managing Director, Head, and Chief Investment Officer at Lazard Family Office Partners, a global powerhouse in financial advisory and asset management. Lazard’s influence spans continents, from the Americas to Europe, the Middle East, Asia, and beyond. In this episode, we dive deep into themes of resilience, risk-taking, and seizing pivotal opportunities. Casey’s story is about mentorship, grit, and knowing when to act. One of her defining moments? Her mentorship under the legendary David Swensen, Yale’s Chief Investment Officer. Fresh out of Yale with a degree in economics, Casey was already making waves at the university’s endowment, cutting her teeth across various asset classes. This set the stage for her impressive rise. Her journey took her to Brookdale Realty in Atlanta, then back to the Northeast, where she joined The Rockefeller University as Director of Public Investments. At just 30, Casey became the New York Public Library’s first-ever Chief Investment Officer, building an investment office from scratch and implementing groundbreaking processes to manage its endowment. Her career is a testament to bold leadership and innovation. But this isn’t just a career highlight reel. Casey opens up about the personal challenges she’s faced, the importance of mentorship, and how macroeconomic trends are shaping the future of investments. We also explore why gender balance in firms is a competitive edge and how diverse teams drive innovation. Packed with raw insights and invaluable lessons, this episode is a must-listen for anyone looking to lead, break barriers, and thrive In The Suite. 🔗 Links Casey Whalen on LinkedIn Lazard Famil Office Partners Website Casey’s Book Recommendation No Rules Rules on Amazon 🤩 Thanks for listening , we appreciate your support and 5-star reviews of our show!!! ❤️ Please follow us on Instagram https://www.instagram.com/inthesuitepod/ 📧 Want to get in touch? Email me at tina@growintentionally.com
S3 E87 · Fri, September 27, 2024
EP 87 The Power of Perspective: How Evan Simonoff Has Shaped Financial Journalism
Send us a text Evan Simonoff, a titan in financial journalism and a name synonymous with financial advisors and the industry at large. Evan is editor-in-chief of Financial Advisor magazine and the editorial director of Private Wealth magazine. With over three decades of experience. Evan’s career has spanned some of the most tumultuous and transformative periods in financial history, from the 1987 crash to the Coronavirus pandemic, and most recently, the rise of AI. As Editor-in-Chief of Financial Advisor magazine, Evan’s sharp insights and visionary leadership have been an indispensable guide for elite financial advisors, providing the clarity and foresight needed to navigate even the most complex market conditions. In this conversation, Evan brings his unique perspective to the evolution of financial journalism. He shares captivating stories from his storied career, invaluable lessons learned from navigating market upheavals, and his predictions for the future of wealth management. But this episode goes beyond financial reporting. Evan explores critical topics like succession planning in wealth advisory firms, the rise of mergers and acquisitions in the industry, and how multi-generational strategies are reshaping client relationships. But that’s not all. We also highlight Invest in Women , FA Mag’s groundbreaking annual event. This isn’t just another industry conference—it’s a forward-thinking movement dedicated to addressing the unique needs of female clients and shaping the future of financial advising. I invite you to join me at the 10th Annual Invest in Women conference, happening April 21-23, 2025, in Boston. Don’t miss this opportunity to hear from one of the most influential voices in financial journalism as he shares how to stay agile in an ever-evolving landscape and why anticipating trends is crucial for success In The Suite . Links Evan Simonoff LinkedIn Financial Advisor Magazine Website Invest In Women Conference 2025 Private Wealth Magazine Website 🤩 Thanks for listening , we appreciate your support and 5-star reviews of our show!!! ❤️ Please follow us on Instagram https://www.instagram.com/inthesuitepod/ 📧 Want to get in touch? Email me at tina@growintentionally.com
S3 E86 · Fri, February 09, 2024
EP 86 #LiveFromIMPACT A Conversation with John O'Connell, CEO and Founder of The Oasis Group: Tech Transformation and Business Growth
Send us a text Navigating the tech world easily, John O'Connell transformed himself from a Programmer to an Entrepreneur and masterfully led a company to its first IPO. Today, As the CEO and Founder of The Oasis Group, John spearheads growth, guiding firms in wealth management, fintech, and financial services to transcend limits and rejuvenate their growth trajectories. In this not-to-be-missed episode, recorded live from Schwab IMPACT, John and I delve deep into the mind of a visionary who's not just leading the charge but rewriting the playbook of technological evolution. John's odyssey is nothing short of legendary from his early days of coding wizardry to architecting the future of data management with industry behemoths like Sybase and Oracle. As a vanguard in the database revolution, he's sculpted the landscape of customer relations and data management, turning complex challenges into groundbreaking triumphs. But hold onto your seats because John's saga doesn't stop there. In 2019, John founded The Oasis Group, and as CEO today, steering asset managers, independent broker-dealers, and registered investment advisors through the digital transformation of the 21st century. John was named to the InvestmentNews Hot List last year and his work was featured in the T3 Technology Tools for Today T3 2024 Conference stage along with Joel Bruckenstien and Survey. So, plug in, ignite your curiosity, and prepare to be captivated by a tech entrepreneur who's not just walking the tech talk but is blazing a trail for the digital titans of tomorrow. Our conversation with John will help redefine your perspective on technology and leadership in the suite. Links - John O'Connell - LinkedIn - The Oasis Group - Website - "Rise of The Activist Investor" - Amazon Page - T3 Technology Tools for Today 2023 Survey - Link to Survey 🤩 Thanks for listening , we appreciate your support and 5-star reviews of our show!!! ❤️ Please follow us on Instagram https://www.instagram.com/inthesuitepod/ 📧 Want to get in touch? Email me at tina@growintentionally.com
S3 E85 · Wed, January 17, 2024
EP 85 #LiveFromIMPACT A Conversation with AssetLink's CEO Devon Drew: Revolutionizing Asset Management Through Technology
Send us a text When it comes to solving the problems of asset management, there’s one disruptor that stands out and is in a class by himself. That name is Devon Drew. With a career spanning over 17 years at prominent asset management institutions like Vanguard and J.P. Morgan Chase, Devon's stroke of genius is shaping the future of asset management in unprecedented ways. Devon is the founder and CEO of AssetLink (formerly DFD Partners), a data-driven distribution platform to help smaller, demographically underrepresented asset managers scale up their distribution strategies. Devon is named among Wealth Management.com's coveted list of "10 to watch in 2024." In today's enlightening episode, recorded live from Schwab IMPACT, Devon discusses the inception of DFD - Diligence Fund Distributors - the company he founded in 2021. We also get an insider's view into DFD's platform, AssetLink, the first-of-its-kind AI-powered, bidirectional platform for investment discovery. AssetLink, approved on Schwab's platform, is transforming how asset managers and advisors connect, offering a dynamic, intelligent solution for investment matching. Devon's platform has already attracted the attention of major players like JP Morgan, American Century Investments, Ritholtz Wealth and others. Today, AssetLink boasts participation from 67 asset managers and over 7,400 advisors, marking a new era in asset management collaboration. In our compelling dialogue, Devon emphasizes the transformative power of technology, not only as a tool for efficiency but as a catalyst for equality and community-building within the financial advisory landscape. For transformative leaders bold enough to tackle the status quo like Devon, today's conversation with Devon illustrates the transformative power of what it means to be forward-thinking In The Suite. Links AssetLink - https://assetlink.ai/ DFD Partners - https://dfdpartners.com/ Devon Drew LinkedIn - https://www.linkedin.com/in/devon-drew-cima%C2%AE-crpc-4b63111a/ Devon Drew X - https://twitter.com/DevonDFD Devon Drew Instagram - https://www.instagram.com/devongdrew/ 🤩 Thanks for listening , we appreciate your support and 5-star reviews of our show!!! ❤️ Please follow us on Instagram https://www.instagram.com/inthesuitepod/ 📧 Want to get in touch? Email me at tina@growintentionally.com
S3 E84 · Tue, October 24, 2023
Ep 84 #TinaTalks Battling Lung Cancer: My Story of Survival and Strength
Send us a text Are you ready for a life-changing story? In this episode, In The Suite host, Tina Powell shares her incredible story of survival and strength that will leave you inspired. Tina's journey took an unexpected turn when she was diagnosed with non-small cell lung cancer. She underwent a life-saving robotic lobectomy procedure and shares her mental healing process, remarkable resilience, and faith. Tina Talks is more than just a cancer story. Tina dives deeper into wellness, good health, and leadership. She emphasizes the need for support and the importance of maintenance for a healthy life. Join Tina as she explores her treatment options, chemotherapy experiences, and targeted therapies' power. She's on a mission to raise awareness, provide advice, and offer hope to others facing challenging times. This is a story of triumph, determination, and resilience. Get ready to be inspired and motivated to take control of your well-being. 🤩 Thanks for listening , we appreciate your support and 5-star reviews of our show!!! ❤️ Please follow us on Instagram https://www.instagram.com/inthesuitepod/ 📧 Want to get in touch? Email me at tina@growintentionally.com
S3 E83 · Thu, June 22, 2023
EP 83 #LiveFromJOLT - Part 1: Opening Party Interviews & Part 2: Personal Branding Panel from Jolt Financial Advisor Marketing Conference
Send us a text Today, we're taking you on an exciting journey to the Aria Hotel in Las Vegas for the highly anticipated second annual Jolt Financial Advisor Marketing Conference by Snappy Kraken, from May 3 - 5, 2023. This episode is extra special because it's divided into two parts. In the first half, we'll treat you to a series of live, on-the-spot interviews from the conference's opening party, co-sponsored by Intention.ly , a growth marketing consultancy for Fintech and Fiserv companies. The second half features a replay from our personal branding panel. Part 1: Live Interviews Aaron Klein, Nitrogen Steph Bogan, Limitless Advisor Matt Ackermann, Integrated Partners Gibson Bosworth, RFG Advisory Diana Cabrices, Diana Cabrices Consulting Francesca McLin, Snappy Kraken Sheryl Hickerson, Females & Finance Julie Johnson, XY Communications Mary Kay Glick, Carson Group Johnny Swift, Impact Communications Domenick DeAndrea, Dandara Wealth Management David Coyle, AdvisorEngine Johnny Sanquist, Three Crowns Marketing Part 2: Personal Branding Panel (Replay) The lively and engaging discussion focuses on how to make authentic, genuine, and profitable connections on social media. The panelists include: Sheryl Hickerson, CEO of Females & Finance Lindsay Gladstone, VP of Marketing at Snappy Kraken Kian Salehizadeh, VP of Finance at LPL Financial Tina Powell, Chief Growth Officer, Intention.ly 🤩 Thanks for listening , we appreciate your support and 5-star reviews of our show!!! ❤️ Please follow us on Instagram https://www.instagram.com/inthesuitepod/ 📧 Want to get in touch? Email me at tina@growintentionally.com
S3 E82 · Mon, March 20, 2023
EP 82 #LiveFromMSUM22 - Behind the Scenes of MarketCounsel Summit 2022
Send us a text Today, we're taking you on an exclusive journey behind the scenes of one of the industry's most coveted events: the MarketCounsel Summit. We spent an entire day recording 18 back-to-back podcast interviews. It was a marathon, but we couldn't have done it without the help of some truly amazing people. A huge thank you goes out to Brian Hamburger and Ryan Marcus from MarketCounsel, who helped make this episode possible. Erica Ellis, Conference and Event Manager from Intention.ly, was an incredible event wingman, and Kevin Hirshorn, our talented podcast producer and editor at large worked miracles to bring it all together. Last, we want to thank the 18 guests you'll hear from in this episode. These experts generously shared their time and insights with us, and we couldn't be more grateful. Brian Hamburger - Founder of MarketCounsel and the Hamburger Law Firm Joe Anthony - President & Co-Owner, Gregory FCA Megan Carpenter - CEO & Co-Founder, FiComm Partners Scott MacKillop - CEO, First Ascent Asset Management Suleman Din - Advisor Intelligence Lead, AdvisorEngine Brian McLaughlin - President, Orion Advisor Technology Eric Clarke - CEO, Orion Advisor Services Aaron Klein - CEO & Co-Founder, Riskalyze Joel Bruckenstein - FinTech Expert, T3 Technology Tools for Today Zach Conway - Founder & CEO, Seeds Investor Anthony Stich - CRO, Entrustody Spenser Segal - CEO, ActiFi David Wood - Founder & Chief Visionary Officer, Gateway Financial Partners Stephanie Bogan - Founder, Chief Possibility Officer, Limitless Adviser Coaching Martine Lellis - Chief Talent & Administrative Officer, Mercer Advisors Shannon Spotswood - President, RFG Advisory David Canter - President, Bluespring Wealth Partners Eric Godes - SVP, Senior Consultant, FP Transistions And thank you so much for listening and subscribing, and giving us 5-star reviews. We are so so grateful to you. We’ve got listeners in 1,361 cities and 66 countries. That’s the most we’ve ever had, and we owe it all to you, so thank you. Feel free to email me at tina@inthesuitepodcast.com to pitch guests for Season 4 2023 and let us know who you want to see here In The Suite. 🤩 Thanks for listening , we appreciate your support and 5-star reviews of our show!!! ❤️ Please follow us on Instagram https://www.instagram.com/inthesuitepod/ 📧 Want to get in touch? Email me at tina@growintentionally.com
S3 E81 · Wed, February 08, 2023
EP 81 Trailblazing and Breaking Barriers with Tricia Rothschild, FinTech and Global Wealth Management Executive
Send us a text Taking a seat in the suite for an inspiring episode is the unstoppable Tricia Rothschild , a powerhouse in the world of FinTech. With a career spanning over 30 years and an impressive portfolio of success, Tricia is the epitome of excellence in wealth tech. From serving as the President of Apex Fintech Solutions to her nearly 26 years at Morningstar, where she held positions as Chief Product Officer and Co-Head of Global Markets, managing a $700M portfolio of global software, data, and research businesses. With a Bachelor's degree from Northwestern University, a Master's in Russian and Central European economics from Indiana University, and a CFA designation, Tricia is an expert in her field. Recognized as "Women to Watch" by InvestmentNews and named "Most Likely to Change Wealth Management" by Financial Planning, Tricia is a true leader in the industry. She is currently Vice Chair of the CFA Institute Board of Governors and sits on the advisory board of Riskalyze and Financial Fitness Group. And that's not all! One of the many gifts you’ll discover about Tricia Rothschild in this episode is that she is a pioneer in many ways, including her philanthropy endeavors. Tricia and her husband co-founded the Chicago Giving Circle, a community of families supporting local non-profits. In this episode, Tricia opens up about the evolution of Fintech, the importance of checking in, and women's representation in the industry. She also sheds light on the rebranding of Riskalyze and the difference between a CFA and CFP designation while sharing key lessons she's learned from trailblazing a long and successful career as a WealthTech Investor and Independent-minded fan of the disrupter and the underdog In The Suite. Some key points include the influence and evolution of Fintech, the importance of checking in, retaining women clients, and embracing creative methods to reach out to younger investors. Below is the agenda: Welcome Tricia! Congrats On Being Appointed to the Board of Directors (04.45) Rebranding Riskalyze (07:00) Lessons learned from 26 years at Morningstar (13:38) The Role of Certification In Careers (20:20) Women’s Representation In The Industry (28:35) The Simple Concept Of a Check-In (32:44) New Year Resolution (37:10) About Financial Fitness Group (39:36) Family Life (45:00) How To Get In Touch with Tricia (47:15) Tricia’s choice of charity (47:35) Resources Tricia Rothschild LinkedIn Riskalyze Financial Fitness Group (FFG) <a href='https://www.c
S3 E80 · Sat, January 28, 2023
EP 80 #LiveFromFuse - The Ultimate Viral Tweet and Tale of Behavioral Finance with Dr. Daniel Crosby, Chief Behavioral Officer, Orion Advisor Solutions
Send us a text Today we take a seat in the suite, live from Orion Fuse Park City Utah, with the one and only Dr. Daniel Crosby . Daniel is a psychologist and behavioral finance expert who helps organizations understand the intersection of mind and markets. He is the Chief Behavioral Officer at Orion Advisor Solutions , Orion is a tech powerhouse , designed to bring together leading-edge technology and wealth management. Through a most-in-one advisor platform, Orion powers the success of growth-focused advisors, helping them compete more successfully. His role entails bringing behavioral tools, training, and technology to financial advisors and investors so that they can make better decisions with their money. Daniel holds a Ph.D. in Psychology from Brigham Young University and started his career as a consultant before joining Brinker Capital as Chief Behavioral Officer in 2018, which Orion Advisor Solutions then acquired. Daniel hosts the award-winning podcast, " Standard Deviations, " in which he discusses with his guests everything from finance to retirement to wellness you can find it on all the major podcast platforms. To date, he's written five books on behavioral finance. His first book, 'Personal Benchmark: Integrating Behavioral Finance and Investment Management,' was a New York Times bestseller, and his second book, 'The Laws of Wealth,' was named the best investment book of 2017 by the Axiom Business Book Awards and been translated into seven languages! One of the many gifts you’ll discover about Dr. Daniel Crosby in this episode is his gift for transforming research methodology data and financial terms into simple and easy-to-implement strategies in real-life. Within seven years, he's launched five books in which he has simplified behavioral finance concepts and looks at the psychology, physiology, and sociology of financial decision-making. Daniel's ideas have also appeared in the Huffington Post, Risk Management Magazine, WealthManagement.com, and Investment News. Daniel was named one of the "12 Thinkers to Watch" by Monster.com and a "Financial Blogger You Should Be Reading" by AARP. Without a doubt, Daniel's insights on how emotions can cloud our judgment and impact logical decisions can give us all food for thought. While today's episode is jam-packed with great insights into the evolution and future of financial behavior, we also get a glimpse into Daniel's personal life, his life as a husband, a father, and a FinTwit sensation, and his viral tweet with Elon Musk In The Suite!!! Resources Dr. Daniel Crosby Standard Deviations Podcast <a href='
S3 E79 · Thu, January 19, 2023
EP 79 Leaning into Grit, Mastery and Growth with Shruti Joshi, Chief Operating Officer of Facet Wealth
Send us a text In today’s episode of In The Suite , we’re honored to welcome Shruti Joshi. Shruti is the COO of Facet Wealth , one of the fastest-growing FinTech firms in America, empowering people to live more enriched lives through a no-minimum, flat-fee model. Shruti is different from your typical leader in wealth management. She is a former consumer tech founder and a proven Fortune 15 executive with a track record of driving efficient and rapid growth across multiple B2C and B2B businesses. Before joining Facet Wealth, Shruti was an Equity Partner/Director at Altman Solon, the world’s largest global strategy consulting firm focused on telecommunications, media, and technology. She was also the Executive Director of Verizon Communications, in which she was responsible for customer acquisition and bringing FiOS and other network products to market. Most recently, Shruti has been one of the keynote speakers at Nicole Casperson’s FinTech Femme event! Shruti initially joined Facet Wealth as an early investor and member of its advisory board. Over time she grew into the role of a consultant and eventually became the COO. Shruti admits that the role of a COO is one of the most misunderstood titles because its definition completely varies from company to company. However, for Shruti, being a COO is about bringing humanity to financial planning and changing the narrative around wealth-building models into something affordable and accessible to everyone. Our discussion with Shruti is incredibly powerful in gaining insights and a competitive edge. Shruti proves you do not need to be the founder of a company to make positive changes in the industry – there are other leadership roles in which you can utilize and leverage your skill sets to excel. Today’s episode is about making financial choices that align with your value system and, above all, dreaming big. Be sure to tune in! Welcome Shruti! Highlights of The FEM event (03:08) The Journey to FinTech & Facet Wealth (06:30) The Role of COO (13:30) How to Up Your Game To Become a Leader (16:15) Work Culture at Facet Wealth (21:03) The Benefit of a Subscription-Based Business Model (25:44) Health Wellness in Financial Wellness (28:09) Tips on Raising Capital (34:35) Aim High and Dream Big (38:24) Shruti Outside Work (41:15) Get In Touch With Shruti (44:15) Shruti’s Choice of Charity (45:10) Links to Resources Shruti Joshi LinkedIn Shruti Joshi Instagram Shruti Joshi Twitter Facet Wealth Website <a href='https://workwe
S3 E78 · Tue, January 03, 2023
EP 78 #LiveFromExcell – Making Financial Services More Inclusive: Interview with a Disruptor - Dana Wilson, Founder of CHIP (Changing How Individuals Prosper)
Send us a text In this amazing conversation, live from Excell, my guest cohost Vanessa Martinez and I sit down with Dana Wilson, Founder & CEO of CHIP (Changing How Individuals Prosper), a B2B financial services marketplace that makes it easy to find Black and Latinx financial professionals. Dana is a diversity and inclusion award winner named "One To Watch" in Fintech from Money 20/20 and a 2021 Trailblazer from Black Women In Media. Dana is also the co-founder of The BRIEF, a quarterly digital magazine with a mission to elevate the voices and knowledge of Black and Latinx professionals in finance and law. This past December 2022, Dana won the BGV - Black Girl Ventures Foundation - NYC Pitch Competition. Congratulations Dana! She’s also a Board Member and Partner for MAXBLACK WEALTH and MAXBLACK Media LLC. MAXBLACK Media LLC. Dana graduated from North Carolina Central University, where she received her Bachelor of Business Administration (BBA) with a concentration in Marketing. She is currently an Executive MBA candidate at Penn State University, Smeal School of Business, studying Strategic Leadership and completing a concentration in Corporate Innovation. In today’s episode, broadcasting live from the Chelsea Theater inside the Cosmopolitan Hotel, we explore how Dana is working to close the racial wealth gap through her company CHIP. By building a business and a bridge to financial professionals, she's ensuring that Black and LatinX people find financial power by getting seen, heard, and empowered with their money. We also talk about the need to change, to get uncomfortable - a perfect segway for the New Year! In fact, one of the many gifts you’ll discover about Dana Wilson in today’s episode is the courage it takes to step into greatness. Her own. Dana’s website is danadisrupts.com and her social media handles are @danadisrupts By taking chances and leaning into disruption we can create positive change IN The Suite. 🤩 Thanks for listening , we appreciate your support and 5-star reviews of our show!!! ❤️ Please follow us on Instagram https://www.instagram.com/inthesuitepod/ 📧 Want to get in touch? Email me at tina@growintentionally.com
S3 E77 · Mon, December 19, 2022
EP 77 #LiveFromExcell - Using the Power of Storytelling and Conversations to Transform Your Life with Tucker Bryant, Poet & Keynote Speaker at www.tuckerbryantspeaks.com
Send us a text Today’s episode is the first of its kind. I’ve invited my first guest host and shero Stephanie Foster, In The Suite - to interview the multi-talented Tucker Bryant, Poet & Keynote Speaker at this year's Carson Excell conference in Las Vegas. Stephanie is a startup executive and advisor, an ETA (electronic transactions association 40 under 40 honoree), and a previous guest. Tucker is an award-winning poet and storyteller who left his full-time job as a Product Marketing Manager at Google to help large corporate companies explore the connection between poetic thinking and creative leadership to live a healthier and more fulfilled life. Tucker's passion for language, writing, and performance began during his schooling days in England. However, when he started his career in Silicon Valley, he discovered how many people in the corporate world are uncomfortable with accessing the creative part of their thought process to bring about innovation. And because poetry allows you to be vulnerable, take risks, and explore new things, Tucker believes that everyone can benefit from exploring this art form. As a result, in his hybrid presentations and performances, he uses poetry as a springboard to inspire people to develop new perspectives and tear down comfort zones to spark long-lasting impact. In fact, one of the many gifts you’ll discover about Tucker Bryant in this episode is his approach to poetic storytelling, which is so powerful and emotional. it's no surprise that he receives a standing ovation at every single stage. Tucker's stories have been seen by millions online, featured at TEDx, and shared on stages with some of our highest-level speakers. He has spoken on stage with Mark Cuban, FCC Chairman Tom Wheeler, Maryland Governor Larry Hogan, NASA Director Michelle Thaller, and founders and executives from Fortune 500 companies like Twitter, Amazon, McDonald's, and Walgreens. Today's episode with Tucker is a masterclass that'll put a spring in your step. Not only does he share with us personal details on how poetry helped him overcome depression, but he also gives golden tips on becoming a better storyteller. He also reveals his childhood dream, his love for music, what he did to get out of his comfort zone, and the positive impact women have had in his successful life. If you're ready to make positive changes in your life, Tucker Bryant is the speaker you need to hear. He's a dynamic and engaging speaker who gets people fired up, motivated, and inspired In the Suite. Episode Resources TuckerBryantSpeaks.com Tucker Bryant LinkedIn <a href='https:/
S3 E76 · Sat, December 03, 2022
EP 76 Turning Trauma into Transformation and Growth with Yemi Penn, PhD Researcher, Author, Documentary Producer & Speaker
Send us a text I’m honored to welcome Yemi Penn In The Suite! Yemi is a transformational thought leader, author, documentary producer, TEDx speaker, and global advocate for equality and equity in STEM fields. Yemi is a British-born Nigerian living in Sydney who is an engineer by profession, an entrepreneur by passion, and a transformational mindset coach by mission. A mother of two with a rebellious curiosity for life and business, Yemi is working towards her lifelong goal of a Ph.D. Her first book, "Did You Get The Memo? Because I F**king Didn't", prompts the powerful message of owning our story, breaking free of living life by the 'rules,' stepping out of our shadow, and finding our voice to transmute pain into power. This led to her gaining an international reputation as a motivational speaker. She continues sharing her personal and business insights through creative mediums, including her 3-part documentary series, 'Did I Choose My Trauma?'. Yemi achieved all of this while developing four successful companies. Simply put, she is trying to change society by elevating the conversation around diversity and disruption. In fact, one of the many gifts about Yemi Penn you will discover in this episode is that her success did not happen overnight, and she has experienced a lot of adversity throughout her life. She talks about making decisions and thinking out of the box for yourself, finding strength in stillness, saying yes to taboo stories, and not being comfortable with the uncomfortable. Yemi's journey has proven that success doesn't come from a single formula. I can't wait for you to hear today's powerful conversation In The Suite. Resources Mentioned Yemi’s Book - Did You Get The Memo?: Because I F**king Didn't on Amazon Yemi's Documentary - Did I Choose My Trauma (Full Documentary) Yemi’s TEDx Talk Yemi's Linktr.ee Yemi Penn on Instagram Yemi’s Create Your Own Memo Course Strength and Stillness: The Power of Transcendental Meditation by Bob Roth on Amazon 🤩 Thanks for listening , we appreciate your support and 5-star reviews of our show!!! ❤️ Please follow us on Instagram https://www.instagram.com/inthesuitepod/ <br/
S3 E75 · Mon, November 07, 2022
EP 75 Exploring the Intersection of Tax Planning, Estate Planning and Wealth with Megan Gorman, Founder and Managing Partner, at Chequers Financial Management
Send us a text Today’s conversation in the suite is about extraordinary journeys with Megan Gorman. Megan is the Founder and Managing Partner at Chequers Financial Management, a female-owned high-net-worth tax and financial planning firm in San Francisco, California, that started nearly 8 years ago. Megan’s financial career began when she took her first tax class at Rutgers Law School after earning a B.S. in history from Bryn Mawr College and studying in London. Her insatiable curiosity and passion for exploring financial issues through the lens of psychology, culture, and history has spawned a specialization in tax planning, a firm with a single premise: to establish long-term, lasting relationships best to serve the needs of high-net-worth individuals and families. Driven by this passion, she spent almost 20 years advising wealthy families on navigating their financial lives in her roles at Goldman Sachs and BNY Mellon Wealth Management before starting Chequers. The name Chequers Financial Management has special significance you’ll discover about 15 minutes into our conversation and derives its meaning from the U.K. It is the second home of the U.K. Prime Minister, and today is Rishi Sunak. Megan is a deep thinker, and her efforts have earned her the distinction of being named to the Forbes 2022 list of America’s top women wealth advisors. She’s also a senior contributor at Forbes, writing on the intersection of her passions: tax, finance, retirement, and estate planning. She’s frequently quoted in prominent financial media outlets, including the Washington Post, CNN, and The Wall Street Journal, and more! She can be heard weekly on the Money Tree Investing Podcast panel, discussing trending topics in the investment world. In addition to everything she already does, Megan has recently joined the advisory board of Swaay Media Inc. Her other engagements include Schwab Impact, Tory Burch Foundation, Chief, and Better Place Forests. Just WOW. In fact, one of the many gifts you’ll discover about Megan Gorman in this episode is her unmistakable passion for problem-solving and bold entrepreneurial journeys. As an adjunct law professor at Golden Gate School of Law and the author of www.thewealthintersection.com , she shares sound advice on taking control of our taxes and finances in the present and planning for our future destiny In The Suite. Resources Chequers Financial Management Megan Gorman LinkedIn Megan Gorman Twitter Megan Gorman Forbes <a href='https://podcasts.apple.com/us/podcast/the-w
S3 E74 · Tue, October 18, 2022
EP 74 Empowering Others and the Wealth Freedom Formula with Eunicia Peret, CEO and Founder of the Empowered Financial Planner
Send us a text Today In The Suite, we visit with Eunicia Peret, CEO and Founder of the Empowered Financial Planner. With over 17 years of financial strategy consulting experience, Eunicia focuses on delivering bottom-line value to corporate executives and successful business owners across multiple industries. Eunicia is passionate about helping people optimize their wealth, take control of their money, and minimize taxes. She specializes in helping motivated individuals get the answers to the complex financial questions many of her clients are willing to discuss. She believes everyone deserves to have a customized financial roadmap for long-term gains that fits their goals, needs, and desires. Tired of the lack of transparency in the industry, Eunicia has made it her mission to share her knowledge with those who want to escape financial dependency. Through her Wealth Freedom Formula, she has helped over 200 clients Eunicia shares that nothing makes her happier than the opportunity to make a difference in the lives of individuals, families, and businesses. In fact, one of the amazing gifts you’ll discover about Eunicia Peret in this episode is her inspiring backstory and journey of becoming an entrepreneur. Not only will you learn about unlocking financial opportunities but also the importance of having the right mindset to achieve them. Take a listen, and you will find something that will take you to the next level In The Suite. Find the agenda for our conversation with Eunicia below: About Empowered Financial Planner (04:15) Finding Financial Independence (09:45) How to Avoid Financial Failure (17:40) Mindset Is Everything (34:00) About Eunicia’s Method Classes (37:43) The Social Media Approach (42:15) The Leap From Corporate to Entrepreneurship (45:00) Best Way To Get In Touch With Eunicia (50:20) Eunicia’s Choice of Charity (54:00) Resources - Empowered Financial Planner Website - Eunicia Peret LinkedIn - Euncia Peret Twitter - The 5 Biggest Financial Pitfalls Checklist - 🤩 Thanks for listening , we appreciate your support and 5-star reviews of our show!!! ❤️ Please follow us on Instagram https://www.instagram.com/inthesuitepod/ 📧 Want to get in touch? Email me at tina@growintentionally.com
S3 E73 · Mon, September 19, 2022
EP 73 Humanizing, Demystifying, and Myth Busting Compliance with Jessica Sexton, Chief Compliance Officer of Independent Advisor Alliance
Send us a text Today I’m ecstatic to welcome the first Chief Compliance Officer In The Suite , Jessica Sexton, from Independent Advisor Alliance (IAA). Based in Charlotte, NC, Independent Advisor Alliance provides comprehensive solutions to allow financial advisors to move into private practice. When founder and CEO Robert Russo started the firm in 2013, he did it with only seven advisors. At this release, the firm has grown to over 215 partners across 23 states. And Jessica is part of the team that continues to pave the way for growth. But before becoming Chief Compliance Officer in February 2014, Jessica went through a spectrum of experiences She began her career at LPL Financial in 2006, where she attributes much of her growth to amazing managers and a supportive team. And when the recession hit in 2009, she made a significant transition to serve as a Project Manager for Impact Technologies Group, Inc., thanks partly to keeping in touch and forming meaningful relationships. Jessica also holds Series 7, Series 24, and Series 66 licenses. One of the many gifts you’ll discover about Jessica Sexton in this episode is her ability to understand and know her strengths, particularly in compliance, and her passion for back-office operations. In today's episode, Jessica humanizes, demystifies, and busts many negative connotations related to her role in compliance. She gives detailed answers on what exactly her work entails and shares with us a real overview of her day-to-day responsibilities. She also talks about the opportunities and challenges she and the compliance team face and the skills needed to execute In The Suite. (01:55): Who is Independent Advisor Alliance (04:30) What Does a CCO exactly do? (10:30) Jessica’s journey to CCO (21:20) Skills Required to Become a CCO (25:57) The Role of Technology in Compliance (27:32) Document. Document. Document (32:54) Dealing with Red Flags (37:17) Jessica’s YouTube series (39:22) Jessica’s love for horse riding (44:44) Jessica was part of the Coronavirus research study (47:40) Best Way to Contact Jessica (49:15) Jessica’s choice of charity Resources Jessica Sexton LinkedIn Jessica Sexton Bio Independent Advisor Alliance Robert Russo, CEO of Independent Advisor Alliance <a href='https://www.youtube.com/channel/UC-UbMvwV1fZvoa6Z3xjFJgA
S3 E72 · Tue, September 06, 2022
EP 72 Live from 2022 T3 Advisor Conference & Enterprise Day - My Conversations with 11 Bold FinTech Visionaries Making News and Headlines
Send us a text Joel Bruckenstein is widely recognized as one of the most influential financial technology journalists and consultants in fintech. Known as @FinTechie on Twitter, and regularly featured in Barron’s, Financial Planning, RIABiz, InvestmentNews, and WealthMangement.com, for his expertise, Joel is an industry powerhouse and a leading authority on breaking news on emerging technology. Joel is also the producer of the annual T3 Advisor Conference , the premier technology conference for independent financial advisors, and the T3 Enterprise Conference, an annual gathering of top executives from independent broker/dealers and large RIAs. In May of this year, In The Suite was given a front row seat and VIP access to the highly anticipated 2022 T3 Advisor Conference and Enterprise Day in Denton, Texas, May 3 – 5, where we joined Advisorpedia, InvestmentNews, ThreeCrowns Copywriting and Marketing, and Impact Communications covering all the action for the largest T3 ever in history – Thank you Joel Bruckenstein! In this amazing episode, recorded live at T3, you get to ride shotgun with me In The Suite, as we sit down with fintech leaders and mega giants like Eric Clarke and Daniel Crosby at Orion Advisor Services, making major news at T3 about Orion’s use of Amazon Redshift and Behavioral Finance innovation known as Protect, Live, Dream. We also talk with Evan Rapoport at SMArtX Advisory Solutions about their groundbreaking $30 MILLION DOLLAR strategic investment by Morningstar. And we sit down Kate Healy, now Managing Director of the CFP Board’s Center for Financial Planning, to learn all about probono financial planning AND the Foundation for Financial Planning. But wait, there’s more. Mac Bartine, CEO of Smartria joins us to talk about enterprise compliance management. Rich Cancro, CEO of AdvisorEngine to talk about customization, personalization, and the growth of CRM. And you’ll also get to hear from these forward-thinking leaders disrupting the status quo: John Mackowiak from Advyzon Patrick Reed, YourStake Akshay Singh, Indyfin Nitin Seth, Incedo And Henry Zelikovsky, Softlab360 We hope you enjoy this special T3 Compilation episode all about fintech In The Suite! 🤩 Thanks for listening , we appreciate your support and 5-star reviews of our show!!! ❤️ Please follow us on Instagram https://www.instagram.com/inthesuitepod/ 📧 Want to get in touch? Email me at tina@growintentionally.com
S3 E71 · Sat, September 03, 2022
EP 71 Building Strength and Breaking Through Barriers with Jess L. Bost, RICP®, VP of Partnerships at Alpha Architect and CrossFit Coach
Send us a text Today we welcome Jess Bost In The Suite, Vice President of Brand Partnerships at Alpha Architect and part-time CrossFit coach. Today's podcast begins with Jess explaining how she got into CrossFit. While Jess graduated with a Bachelor of Science in Psychology degree from Berry College, she found CrossFit during a traumatic time in her life. She was forty pounds overweight, and running in her asthmatic condition wasn't helping her get out of her depressive phase. When she joined CrossFit classes, it transformed her life. It kept her physically healthy and mentally strong. She felt empowered, and sports became her bridge to healing. Her competitive nature and love for sports have led her to manage various CrossFit gyms, achieve multiple CrossFit certificates, and a national title in Olympic weightlifting in 2017! She was also qualified for the Masters Pan-AM in 2018. Jess' life changed when she moved with her husband and two children to Augusta. Her husband lost his job, and she had to become the family's breadwinner. Her circumstances, combined with her passion for helping people "get from where they were to where they want to be," which CrossFit did for her, led her to the world of Finance. She was happy to learn that Finance was more than math and statistics. It can involve relationship building too! During the pandemic, she took the leap of faith when she changed companies and roles to become the new VP of Brand partnerships for Alpha Architect – an opportunity she found on social media! Jess has achieved series 65 and 63 licenses, qualifying her as a securities agent and investment advisor representative. Her belief that fitness and wealth management share the same principles has become an indivisible part of her focus and legacy. With more than 12 years of personal training experience and four years in the wealth management industry, Jess is passionate about being an advocate for other women, including her two daughters. To extend her goal, she's started her podcast, "The Breakthrough Factor," where she interviews professionals and athletes to learn how they overcome barriers to build their fitness and finances. The ability to act bold, especially in our careers is a recurring theme in today’s episode. Join the conversation and learn about important life lessons we are often taught too late. Below is the agenda: Welcome, Jess! (03:00) Being a CrossFit Coach for 12 years (08:00) Is CrossFit for those over 50? (12:35) "Progress. Is. Not. Linear." (21:00) First Exercise with Jess (27:00) A Reboot in our Mindset (30:40) How did she get into the world of Finance (41:20) About Alpha Architect and her Role as the VP (57:40) Financial Advice that In
S3 E70 · Mon, August 22, 2022
EP 70 Live from ExchangeETFs - Inclusion and Equity in Fintech with Nicole Casperson, Founder of WTFintech? & Content Creator at Workweek
Send us a text Recorded live from ExchangeETFs, today we are joined by the inspiring Nicole Casperson, Founder of WTFintech? & Content Creator at Workweek! Workweek is an innovative, new kind of media company and is a growing collective of industry experts who are changing the world of business. Over the past several years, Nicole has covered niche financial markets. With this, she realized that traditional media lacks female perspectives and storytellers— and Nicole has brought her A-game to change the narrative and make HERstory known. Being a true contemporary journalist branded for our time, WTFintech also offers a newsletter, YouTube Channel, and a podcast covering the evolution of FinTech with a focus on innovation and inclusion. Tired of hearing one-dimensional stories from the same “pale, male, and stale” voices that dominate the space, Nicole is bringing stories of diverse leaders. Through her podcast, Nicole has interviewed numerous industry leaders like Shark Tank star Kevin O’Leary, Rishi Khanna from StockTwits, Flori Marquez from BlockFi, Henry Yoshida of Rocket Dollar, and more. Like Nicole, most of her guests were outsiders to the world of Fintech—but now they’re making their mark on it. In today’s episode, Nicole takes us through her journey from reporter to creator. Nicole intertwines her years of experience as a hard-hitting finance journalist with industry expertise to provide culturally relevant content to create a new financial system that gives equal access to everyone. Tune into this jaw-dropping conversation to hear all about: (1:38): What exactly defines a success story? (5:41): Coming to terms with perspective. (7:22): Beginnings into the fintech industry. (10:25): How the pandemic changed outlooks on life. (14:12): People follow people, not institutions. (22:59): Taking a spin at different leadership companies. (29:08): The power of responsibility (36:43): Attracting the next-gen talent & telling a meaningful story. (46:20): When two worlds collide. (50:48): Resonating to crypto & analyzing why it is the way it is. (56:20): Moving mountains in community and charitable giving. Resources WTFintech? on Workweek WTFintech? on YouTube Humans of Fintech Podcast Nicole Casperson on Twitter Nicole Casperson on LinkedIn ExchangeET
S3 E69 · Fri, August 12, 2022
EP 69 Guiding Women in Tech to Success with Danika Waddell, CFP®, RLP®, CSLP®, President & Founder of Xena Financial Planning
Send us a text Joining us today In The Suite is Danika Waddell. Danika is the President and Founder of Xena Financial Planning, a fee-only financial planning firm working with women in the tech industry and receiving equity compensation, typically in the early to mid-career stages. In 2020, Danika Waddell felt called to make a bold move. She founded Xena Financial Planning, a fiduciary financial planning firm in Seattle, Washington, focused on helping them to take control of their financial lives. Specifically, Danika works with women and their partners in the early to middle stages of their careers to help them navigate whatever life delivers. And she does it through communication, conversations, and collaboration. Xena Financial Planning welcomes clients of all backgrounds and aims to make financial planning more accessible to groups of people who the financial planning profession has typically underserved. Xena FP is also a strong advocate of the LGBTQ community and works with clients of any gender identity or sexual orientation. Within the industry, they are constantly seeking ways to amplify the voices of women and people of color. One of the many gifts you’ll discover about Danika Wadell in this episode is that building relationships matters. Danika’s relationships stem from her work in the financial planning process, she strives to educate and empower clients as we develop a collaborative relationship. And in this episode, we discuss community, conversation, the art of connections, real-life tips on aligning your values & more. Tune in to the conversation to hear all about: (1:44) Taking your personal development to another level. (4:38) Realizing what your self-worth is truly about. (11:24) The beauty of community and leaning into one another. (12:56) Humble beginnings. (15:43) Reach personal goals, not just financial goals. (18:59) Differentiate your landscape. (21:38) The real questions to ask your clients. (23:33) Lay of the land: making good financial decisions. (34:53) Involvement in the industry. (37:04) Resonating with people & why it’s beneficial. (41:22) Get comfortable talking about money. (49:29) Align your values and you will go far. Links: Xena Financial Planning Danika Waddell - LinkedIn Danika Waddell - Twitter XYPN NAPFA Michael Kitces – Th
S3 E68 · Sun, August 07, 2022
EP 68 Blazing the Fee-Only Financial Planning Trail for Women with Dr. Karen C. Altfest, Ph.D., CFP®, Principal Advisor & Executive Vice President, Altfest Personal Wealth Management
Send us a text We are so honored and excited to have the iconic Dr. Karen Altfest In the Suite ! Karen is a Principal Adviser and executive vice president at Altfest Personal Wealth Management, a fee-only financial planning and investment management boutique firm in New York. Altfest Personal Wealth Management is a company she runs with her husband Lew and their son Andrew. Her team manages over a billion dollars in client assets. Throughout her 30-year career, Karen has blazed a trail in fee-only financial planning for women. With a Ph.D. in history and CFP designation, Karen has written many scholarly articles and books on financial planning and investments and curated CFP programs at Manhattan's New School and Pace University. Karen has carefully curated educational programs through her Women's Financial Spa and Women's Financial Salon programs. She’s also created a special place within her office called “The Parlor” a private space for women to share their issues. Throughout the years, Karen has been the recipient of multiple awards. In 2019, Crain's New York Business acknowledged Karen as a notable woman on Wall Street for the fourth time, and most recently, she was recognized as the Top Woman Wealth Advisor by Forbes for the third consecutive year! Growing up in a family that believed in social work set a wonderful example for pursuing a better world. As the founding chairman of the New York Common Pantry, she provides hot meals, nutrition education, and case management services to hundreds of people annually! One of the many gifts you’ll discover about Karen Altfest in this episode is her unrelenting dedication and commitment to women's empowerment and making the world a better place. As a woman in finance, I am in awe of her achievements and inspired by her work. You will be too In The Suite. (03:20) Working with Family (06:41) Karen has a Ph.D. in History! (09:25) Karen's Journey to Finance (12:41) “We're Behind in Financial Literacy” (16:44) About the Financial Savvy Women Program (22:37) Money is about Human Feelings (24:53) Advice for Female Financial Advisors (30:36) Why Stay Connected to your Alma Mater? (34:00) Founder of The New York Common Pantry (40:40) “Don't Belittle Yourself!” (44:00) Best way to get in touch with Karen (44:50) Karen's Book Recommendation Links: Altfest Personal Wealth Management - Website Dr. Karen C. Altfest, Ph.D., CFP® - LinkedIn Personal
S3 E67 · Sun, July 24, 2022
EP 67 Real Estate Investing for Women and a Multifamily Masterclass with Veena Jetti, Founding Partner, Vive Funds
Send us a text Today’s exciting episode features Veena Jetti, Multifamily Real Estate Investor, Entrepreneur & Humanitarian, and Founder of Vive Funds . Vive Funds was launched to fulfill the company's mission of carefully curating high-quality real estate investments. Vive has developed a rich network of global business partners to make early and transformational investments in assets that have the potential to do great things. Veena lives by the motto, “Build wealth, build a legacy, and do more good in the world.” Not only does she financially support women and minority-owned businesses, but she’s also actively involved in various charitable boards and philanthropic endeavors. In today’s episode, Veena discusses the benefits of different investment models and shares excellent advice on what to look for in investment deals. She also gives us insight into the behind-the-scenes of her deal-making and funding process. Veena also sheds light on gender discrimination within the real estate industry and provides inspiring advice for women entering the industry. Veena wants to help others make wise financial investments. As a result, she’s designed the Multifamily Masterclass for passive investors. The courses are designed to teach you to be a more sophisticated and knowledgeable investor. Find the agenda for our conversation with Veena: Welcome Veena! · 04:02 Veena’s Origin and Heritage story · 10:06 About Vive Funds · 12:50 About Accredited Investors · 16:45 The effect the pandemic has had on the real estate industry · 22:30 Should women think about real estate differently than men? · 26:50 About Networking · 33:58 Veena’s Philanthropy Roots · 40:15 Advice for women entering the industry · 53:40 Best way to get in touch with Veena · 54:20 Veena’s book recommendation Links Veena Jetti - LinkedIn Veena Jetti - Twitter Veena's Multifamily Masterclass Vive Funds Website Kiva.org Vivid Vision on Amazon The Formula on Amazon <a href='https://www.amazon.com/Outliers-Malcolm-Gladwell-audiobook/dp/B001LNK9C4/ref=sr_1_1?gclid=Cj0KCQjwuO6WBhDLARIsAIdeyDIMNIlCsv3cjiVmODRmybEzqatHq2Tb1NlBV3FxNzeCN5xL-QhjgDYaApVnEALw_wcB&hvadid=241588249140&hvdev=c&hvlocphy=9052625&hvnetw=g&hvqmt=e&
S3 E66 · Sun, June 19, 2022
EP 66 Championing Women's Empowerment and the Entrepreneurial Spirit of Independent Investment Advisers with Brian Hamburger, President and Chief Executive Officer of MarketCounsel
Send us a text To kick start this year's season, Tina Powell has a one-on-one conversation with Brian Hamburger . As the architect behind many of the best independent investment firms, Brian is the Founder, President, and CEO of MarketCounsel , a regulatory compliance consulting firm. He is also the Founder and Managing Member of the Hamburger Law Firm ; a practice focused on the investment and securities industry. In addition to being an entrepreneur, Brian wears many hats. In addition to being a father to three children, he's an attorney, columnist, and an outspoken industry advocate for independent investment advisers. Most recently, Brian was featured on Barron’s Podcast The Way Forward speaking about Mergers and Acquisitions in the Wealth Management Industry. Brian explains that his entrepreneurial spirit was instilled in him ever since he was a child, watching his parents and grandparents grow from working in textile factories to owning ice cream shops, auto body shops, and advisory practices. His role model, his grandmother, pushed him into the field of law. She told him, 'If you understand the rules and laws, you can take that creativity to do great things. Besides speaking at regional and national conferences, he has his annual gathering of the industry's top advisors and thought leaders. He emphasizes the value that these kinds of conferences offer the industry and feels extremely grateful for the recognition it's receiving. As a result of his years of hard work and dedication, he has been named an Innovator in "Investment News' 2020 class of Icons & Innovators" and included in "The IA25: Investment Advisor Magazine's Annual List of the Top Influential People in the Industry" in 2020. Welcome to Season 3: Find the agenda of our conversation with Brian below (03:50) Why Did he Start His Two Entities Together (08:30) How Did Brian Get into the Finance Industry (16:15) Everyone Needs That Champion (22:23) Brian Hamburger's Ah-Ha Moment and Bone to Pick with Tina (28:00) About The Market Counsel Summits (33:30) Gratitude and Reflection (39:99) Safety and Security Are Key Leadership Obligations (47:10) Proactive vs. Reactive (50:10) Best Way to Contact Brian (53:07) A cause close to Brian’s Heart (55:56) Thank you, Brian! Resources Brian Hamburger LinkedIn Brian Hamburger Twitter MarketCounsel Summi
S3 E65 · Tue, May 24, 2022
EP 65 Innovation, Adaptation and Global Video Empowerment with Katie Braden, CFP® , Founder & CEO of Innovating Advice
Send us a text Today we invite Katie Braden In The Suite ! At the time of this recording, Katie was going by Kate Holmes, but now, she’s taken on her husband’s last name and going to back to her full name. Katie Braden, CFP® You all know Katie as the energetic founder of Innovating Advice, which provides consulting, coaching, and community for forward-thinking financial planners and advisors who want to easily and authentically grow with video. She also co-hosts the Video Creation Masterclass, a three-month course for financial advisors that'll help them increase their comfort and confidence on camera. Katie describes herself as a passionate advocate for propelling the global financial planning profession forward and she’s had the pleasure of working with financial services professionals in over 35 countries and territories. She’s also the host of The Innovating Advice Show, available on all major podcast outlets. Katie is a firm believer in innovating and adapting continuously on a professional and personal level. She’s made many of her own life decisions by asking the question 'why not?'. Love that. There's no doubt that today's episode will highly inspire you to ask Why Not. Katie’s spontaneous approach to life and attitude toward a growth mindset will only push you to think and do things outside the box In The Suite. 04:00 Where do advisors need to innovate the most? 06:29 How did Kate get into the industry? 10:30 Congrats on 100 episodes of the podcast! 16:15 Congrats on your pilot certification! 18:56 The best way to build our confidence 23:40 About her video masterclass 34:38 The challenges that women face 39:00 About Sega Network 41:00 The Formation of a Global Society 42:45 Upcoming conferences 44:00 How to build trust in a brand? 47:50 The secret to Kate’s smiling face. 50:00 How to contact Kate? 51:39 Kate’s Book recommendation Resources Katie Braden, CFP® LinkedIn Katie Braden, CFP® Twitter Innovating Advice Website Katie's Video Creation 3-Month Masterclass Bob Veres Insider's Forum 🤩 Thanks for listening , we appreciate your support and 5-star reviews of our show!!! ❤️ Please follow us on Instagram https://www.instagram.com/inthesuitepod/ 📧 Want to get in touch? Email me at tina@growintentionally.com
S3 E64 · Sat, April 09, 2022
Ep. 64 “Get Your Book Done in This Lifetime” with Amy Buttell, CEO, Lake Effect Creative
Send us a text It is an absolute joy to welcome Amy Butell In The Suite. Amy wears many hats. She's a ghostwriter, author, editor, consultant, and meditation teacher. Amy is CEO of Lake Effect Creative, in which she ghostwrites for a collection of financial advisors who are too busy to write their own books. While she completely understands the work pressure the industry comes with, she truly believes that as the pace of change quickens, the time is now to share your story and inspire others in the process. As a result of her 20 years of experience, she's launched her own books, ebooks, and workbooks, in which she simplifies the overwhelming processes of writing your own. Her book "Get Your Book Done in This Lifetime: The Financial Advisor's Guide to Writing a Book" and workbook "The Start Your Book In A Weekend" are one of her most recognized works. In her podcast, Amy explains how the concept of books has modernized. She describes how books now contain QR codes and links to videos to make them an interactive experience. Her podcast talks about the benefits and opportunities that ghostwriting brings, the importance of having a retirement plan, practical tips on taking the time to write, how her writing services can take a load off a client’s chest, and, of course, the benefits of meditation. Oh, for those who don't know, she teaches meditation at Kadampa Meditation Center Washington, DC, when she's not writing! Find the highlights from our conversation with Amy below: Welcome Amy! About ghostwriting in the financial services (00:56) About the complexity in the financial language (03:59) You can borrow for college, but not for retirement (08:25) Why ghostwrite? (10:30) Amy’s services (15:30) How to create time to write your book (26:31) Tips on how to curate your content for the beginning of a book (33.31) Amy’s backstory (39:53) The practice of meditation (41:42) Having a positive intention (48:52) Amy’s Contact details (54:45) Book recommendation (55:13) Resources Amy's Website: Lake Effect Creative Follow Amy on Twitter Connect with Amy on LinkedIn Follow Amy on Instagram Link to "Get Your Book Done In this Lifetime" EBook "Get
S3 E63 · Wed, March 23, 2022
63. Plan Empowered, Rebranding, and Redefining Your Standard with Kate Asack, Chief Operating Officer, TimeScale Financial
Send us a text We are thrilled to have Kate Asack, the Chief Operating Officer of TimeScale Financial in today's episode. 'TimeScale Financial' is a financial planning and retirement plan advisory firm dedicated to helping people achieve and enjoy financial independence. Previously known as Coastal Capital Group, in May 2021, the firm announced that it is has rebranded itself under the name TimeScale Financial. Today's powerful episode has everything you need to know about rebranding, business expansion, and fostering a healthy work culture in a hybrid business model. Why is it important to be authentic, accountable, and confident? You'll receive answers that'll resonate with people at different stages of their careers. Find the agenda of our conversation with Kate below: 01:21 About Kate's Role 03:05 How Did Kate get to TimeScale Financial? 05:00 The Genesis of the Rebrand 07:50 Expansion during the pandemic 10:00 Transitioning into a Hybrid Model 19:20 How to create a healthy work culture 22:00 How to come up with brand values 28:17 The importance of education 35:14" I was going to help people reach their financial goals." 50:47 "Positioning is everything!". 58:56 Kate's take on social media 01:01:35 Success tips for people coming into the industry 01:03:00 Best way to get in touch 🤩 Thanks for listening , we appreciate your support and 5-star reviews of our show!!! ❤️ Please follow us on Instagram https://www.instagram.com/inthesuitepod/ 📧 Want to get in touch? Email me at tina@growintentionally.com
S3 E62 · Wed, February 09, 2022
62. MarketCounsel Summit Recap: My Conversations with Fintech and Wealthtech Leaders Shaping the Future
Send us a text When it came to kick off Season 3 of In The Suite Podcast, I knew it was time to act bold and take risks, like so many of our guests from Seasons 1 & 2. So I abruptly canceled my December trip to Cabo, and moved by beach chair and blanket literally to Podcast Row at The MarketCounsel Summit, in the Fountainbleau in Miami Beach. And let me tell you, it was well worth it. The MarketCounsel Summit is the brainchild of Brian Hamburger, President and Chief Executive Officer of MarketCounsel and Hamburger Law Firm, and I want to dedicate this special extraordinary, first of its kind episode to him and the amazing team at MarketCounsel, to Brian’s daughter Ella and to his General Manager Ryan Marcus who were instrumental to my visit and mission to support female leadership In The Suite. You’re about to hear live, on-the-spot, in-person spontaneous interviews with industry leaders who continue to break the mold and shape the future of the wealth management industry: Aaron Klein - Co-Founder and CEO, Riskalyze Shirl Penny - Chief Executive Officer, Dynasty Financial Partners Joel Bruckenstein - Financial Services FinTech Expert, Leading Industry Consultant and Producer of the Annual T3 Technology Tools for Today Shannon Spotswood - President of RFG Advisory Craig Iskowitz - Founder and CEO, Ezra Group Allen Darby - CEO, Alaris Acquisitions Robb Baldwin - President and CEO, TradePMR George Tamer - Head of Sales, AdvisorEngine Marwa Zakharia - CEO, AssetBook Rob Sandrew - Chief Growth Officer, Integrated Partners Ryan Shanks - Co-Founder and CEO, FA Match No questions were prepared in advance nor meeting invites or fancy equipment. Just me and a mic going rogue. So ladies and gentlemen, I want you to sit back and relax as I take you into the 13th Market Counsel Summit. To hear from some of the industry's most prominent leaders. The ones making big headlines and bold moves, and redefining how the future of business gets done In The Suite. 🤩 Thanks for listening , we appreciate your support and 5-star reviews of our show!!! ❤️ Please follow us on Instagram https://www.instagram.com/inthesuitepod/ 📧 Want to get in touch? Email me at tina@growintentionally.com
S2 E61 · Tue, December 21, 2021
61. Talking Crypto, Community, and Career Moves with Torie Happe, Head of Business Development for Onramp Invest
Send us a text Today’s episode of In the Suite podcast is with Torie Happe. She is a female entrepreneur, blogger, mother, wife and loves to visit Disneyland. Torie Happe is the Head of Business Development at Onramp Invest, a crypto asset integration platform solution for financial advisors started in August 2021. Torie has plenty of experience in the financial services industry. In this episode, she takes us on a trip in a rocket ship; where she gives us her insight into the Onramp Invest galaxy. She holds a Bachelors in Political Science from California State University San Marcos. Torie’s knowledge in crypto assets has allowed for the team at Onramp to develop the motto, EAT, for Onramp Academy; Education, Application, Tools. Torie gives us insight into her photography style and the reason behind it. She says, “I think that’s really my goal is to make sure that people know that not everyone is perfect. You don't have to post a perfect picture.” Torie discusses her views on crypto strategy and how it will be integrated into Onramp Invest. Additionally, her advice to the future leaders and Gen Z about career moves, her book recommendations on technology companies to inspire the future generations for success, and so much more. Join the conversation to hear about: Hello and welcome Torie (03:50) Torie being on a rocketship (05:10) Torie’s description of Invest Onramp (11:35) Torie’s Twitter (17:25) Torie’s experience and working virtually (19:30) The FinTech space (32:25) The community on social media (35:50) The realism that everyone is not perfect (39:45) Top three social media platforms (44:10) The perfect taco (45:45) Philanthropic work (49:00) Get in touch with Torie (54:50) Book recommendation (55:45) Referenced Materials: Torie Happe - LinkedIn Torie Happe - Facebook Torie Happe - Twitter Torie Happe - Instagram Torie Happe - Website Taco Tech Podcast Taco Tech - Twitter Onramp Invest Website “Bad Blood” by John Carreyrou on Amazon 🤩 Th
S2 E60 · Sat, December 04, 2021
60. Social Media Savviness for Financial Advisors and Women In Finance with Courtney McQuade, Consultant, Social Solutions for Financial Services
Send us a text We’re so happy to have Courtney McQuade in our podcast tonight. Courtney is a dedicated and savvy social media consultant within the independent financial advisory community and Social Media strategist at CityWire USA. She helps financial advisors tap opportunities and reach their target audience by developing their social media strategies. The podcast begins with Courtney sharing with us how the financial landscape has evolved over the years. She reminisces that when she joined the industry, men were brokers, women were the sales assistants, and it was all about selling stocks. 20 years on, it’s about financial planning, looking at the whole picture, and understanding the behavioral aspects. Tune in to the podcast to learn more about Courtney’s origin story, how she got into marketing, the three tenants she lives by, her thoughts on Clubhouse and Instagram, upcoming events at Citywire, how financial advisors can prepare for the conference circuit, the growth of voice marketing, and tips for developing an authentic social media strategy for the newbies and experienced. Sounds interesting, right? Find the agenda of our conversation below: 1. Courtney Journey to Citywire (04:20) 2. How did she get into marketing? (07:20) 3. Top 3 Marketing Tips (12:30) 4. The three key tenants (20:15) 5. The parallel between social media and real-life (23:04) 6. The love for Buffalo hot wings! (31:00) 7. The conferences that Courtney hosted (32:54) 8. Stalking on social media? (37:00) 9. Thoughts on Clubhouse and Instagram (38:30) 10. Upcoming events at Citywire (45:00) 11. Courtney volunteers at Walnut Creek (51:20) 12. Tips for newbies (52:50) 13. The best way to contact Courtney (54:24) 14. Book recommendation (55:20) List of Resources Mentioned Courtney McQuade LinkedIn Courtney McQuade on Twitter Courtney McQuade Website Link to Johnny Sandquist - Three Crowns Marketing Taco Tech Podcast with Tina Powell Riskalyze Website Carson Group Excell Conference CityWire USA Amelia Garland Twitter Emily Binder Wealthvoice <
S2 E59 · Wed, November 17, 2021
59. Developing a Family Legacy and Multi-Generational Planning with Vanessa Martinez, Managing Director, Partner at The Lerner Group and Co-Author of Family Value at Risk
Send us a text Today, we welcome Vanessa Martinez In The Suite . Vanessa is on a mission to break the standard of male-dominated partners and advisors within the financial planning industry. Vanessa is the Managing Director and Partner for The Lerner Group at Hightower Advisors , co-author of the book ' Family Value at Risk, ' financial planner at the Northwest Church of Christ, and an active member of a non-profit organization called Step Up. All of this while being a committed wife and a mother of two young children! In today's podcast, Vanessa explains that wealth is much more than money. It can be your friends, family, and/or values. It's your legacy! Vanessa is passionate about guiding families through all aspects of their wealth, including estate coordination, asset management, and legacy planning. She partners and builds meaningful relationships with family to help them preserve wealth from one generation to the next. To spread the message of intentional communication between families regarding financial planning, Vanessa co-wrote 'Family Value at Risk.' In this episode, she announces how it will soon be turned into a podcast and translated into Spanish! It's to no surprise that her contribution has led her to be recognized as Forbes Best In State Wealth Advisor for 2021 and Barron's 2020 Top 100 Women Financial Advisors. Join the conversation to hear about: Her journey to Hightower (06:05) About her book: “Family Value at Risk” (09:55) The concept of multi-generational planning (12:35) How can you talk to your parents about wealth management? (14:00) Intentional conversation is key! (18:45) Money vs. value discussion (21:10) Tips on finding the right work culture (23:40) Vanessa’s experience in Guatemala (29:10) Her volunteerism (33:25) How parents should raise daughters with strong financial habits (37:30) How to get more women to join the financial industry (39:40) Best way to contact Vanessa (45:00) Tip of the day! (46:50) Referenced Materials: Vanessa Martinez Twitter <a href='https://www.facebook.com/login/?next=https%3A%2F%2Fwww.facebook.com%2Fpeople%2FVanessa-N-Martinez%2F100001693422742%2F%3Ffref%3Dmentions%26__xts__%255B0%255D%3D68.ARCzXQfedKQjRuNV5WvO4dcQk9soRgDJIpea0hTtH5JEO1JgETp8oNhfateCsQnkj-00LlQOboz-qJxvuN2-uV4sKf8ukDXsBD9rfmRTqvRTFFize-gcB_ORKtksLe0Of7g43rxpWrg0XoicS2D5vbxbporVML
S2 E58 · Sun, October 31, 2021
58. Top 12 Takeaways from Carson Group’s #Excell2021: “Get Your Mind Right for Marketing”
Send us a text Today’s episode of In The Suite with Founder and Host, Tina Powell, is about the 12 insights she found inspiring from the Carson Group’s #Excell2021 Conference, October 12 - 14, 2021, held at the Cosmopolitan Hotel in Las Vegas, NV. Excell enables financial advisors to go beyond the status quo by providing you and your team with actionable advice, tried-and-true strategies, and a network of inspiring professionals who know how to get it done. From financial planners to investment managers and small independent practices to billion-dollar RIAs. Invest in your growth, personally and professionally, and join Tina #InTheSuite for an inspiring conversation around these top twelve takeaways: Institute a code of conduct. (6:39) Give back and support a cause. (7:42) Promote your event hashtag and use it. (8:49) Drop your mask, the non-COVID kind. (9:34) Don’t be afraid of work that has no end. (10:58) Explore your creative talents. (12:45) Empower others and build a plan to let other people help you. (14:50) Make diversity and inclusion a reality by making it an actual business goal. (16:18) Consider a new business model for your business. (18:23) Diet is all the food you’ve eaten in your entire life and all your habits. (19:54) Love what you do and make it obvious. (21:35) Get your mind right for marketing. (23:18) Resources Mentioned Carson Group Excell Conference 2021 Ron Carson, Founder, Carson Group Jamie Hopkins, Carson Wealth Teri Shepherd In The Suite Episode 11 Suzanne Siracuse, The Big Reveal Steph Bogan In The Suite Episode 36 Mary Kate Gulick, CMO LinkedIn Sonya Dreizler <a href='https://www.charitywater.org/donate/the-spring?utm_medium=ppc&utm_source=adwords&utm_campaign=brand_keywords_us_paid&gclid=Cj0KCQjw_fiLBhDOARIsAF4khR26eGT
S2 E57 · Fri, October 15, 2021
57. Innovative Marketing: Empowering Financial Advisors Through The Digital Referral Shift with Samantha Russell, Chief Evangelist at FMG Suite & Twenty Over Ten
Send us a text Today’s episode of In The Suite with Samantha Russell is about creating your own momentum in the ever-changing world of technology, innovation, and social media. Samantha Russell is Chief Evangelist at FMG Suite & Twenty Over Ten , a leading SaaS company in financial services providing marketing automation and creative content for financial professionals. She’s a mother of two, a voracious reader, and an articulate communicator who has delivered over 600 presentations since 2015 about how to use digital marketing to grow your business. Samantha is a 2020 Honoree for the InvestmentNews 40 Under 40 award and was also named to the "10 to Watch" list by WealthManagement.com that same year. She has a B.S. Cum Laude in Organization Communication from Miami University and has a decade of experience, but appreciates being a student of life. “I'm a lifelong learner, I read incessantly, and I love to just learn,” Samantha says. As she puts it, There is nothing she finds more inspiring than being able to empower advisors to market themselves effectively and who are enjoying returns on their marketing investment…In The Suite. She boldly evolves with the social media platforms, breathing life and fresh air into everything she touches. Listen to Samantha’s episode to learn about examining who you’re targeting with your pricing, facing the hurdles of compliance, the art of storytelling, and so much more. Referenced Materials Samantha Russell - Website Samantha Russell - Twitter Twenty Over Ten - Website Twenty Over Ten - YouTube FMG Suite - Website 8 Ways Financial Advisors Can Use Google Search Console To Improve SEO - Twenty Over Ten Website Samantha Russell Named to 2020 Class of 40 Under 40 by InvestmentNews - Twenty Over Ten Website Exc
S2 E56 · Tue, September 21, 2021
56. Mastering the Art of Succession and Stewardship while Fine-Tuning a Family Business with Lee DeLorenzo, CFP®, CPWA®, AIF®, Co-Founder of United Asset Strategies
Send us a text In today's episode of In the Suite , we are thrilled, excited, and honored to welcome Lee DeLorenzo, CFP®, CPWA®, AIF®, the co-founder of United Asset Strategies , a prestigious broker-dealer. The name Lee DeLorenzo,CFP®, CPWA®, AIF® is synonymous with top female advisors in the wealth management industry. She's been ranked and included annually as one of America's Top 100 Women Financial Advisors by Barron's for ten consecutive years! In addition to being inducted into Barron's Advisor Hall of Fame, she's also been a Top 50 Advisor on Forbes Best-In-State Wealth Advisors in New York and named Forbes' Top Women Wealth Advisors 2021. This episode kicks off with Lee making a massive and exciting announcement. She talks about why and how she sold 80% of her family-run company to 2 employee-partners, one of them being her nephew, Matthew DeLorenzo, who'll bring in unique abilities to drive business value over the long term. Fine-tuning the family business for the new generation and succession strategy is one of the key themes of today's episode. In this episode, Lee explains her exciting and unique origin story. Lee started her career as an assistant at her father's insurance and investment planning business at the young age of 19. Working with her father, who is now retired, Lee helped expand the firm's purview from insurance sales to stock brokerage to financial advisory and investment management. And in 1992, with her dad being semi-retired, they founded United Asset. It's truly impressive how the company has managed to keep the same team glued for many years. Lee proudly confesses that she loves and deeply cares for her close-knit team. Additionally, she mentioned how over the years, she's dropped her ego to develop her delegation skills and leadership style to give her team the freedom to be accountable for their work. She goes in depth on how the company has addressed quarterly and annual reviews, which has helped them immensely in retention. Lee emphasizes the importance of being a lifelong learner and that actions as leaders are vital. Highly motivated to fill the market's gap and meet the company's roadmap needs, Lee has independently taken various courses. She is a certified Financial Planner, a Certified Private Wealth Advisor, an Accredited Investment Fiduciary, and she has obtained a license for life and health insurance. It’s just amazing. Lee is a modest, courageous, and vocal entrepreneur. In addition to the details of the above, our listeners will get inspired by Lee's take on the work culture of stewardship, receive industry advice and get an insight into her vision for the next five years. Find our conversation with Lee below: Lee's big news! (04:40) Su
S2 E55 · Fri, September 03, 2021
55. Leading with Emotional Intelligence and Creating Net Worthwhile with Heather Fortner, MS, IACCP®, Chief Executive Officer at SignatureFD
Send us a text We feel so lucky and honored to have Heather Fortner In the Suite ! Heather Fortner, MS, IACCP® is the Chief Executive Officer at SignatureFD , an award-winning multi-billion-dollar integrated wealth management and advisory firm in Atlanta that helps clients transform their net worth into "Net Worthwhile." SignatureFD is ranked on Inc. Magazine’s Inc. 5000 Americas Fastest Growing Companies and was named one of Atlanta’s Best & Brightest Companies to Work for in 2021. In today's episode, Heather shares some of the greatest leadership lessons learned throughout her career and her philosophies. She stresses the importance of asking for help, being curious, being a lifelong learner, being kind, and being compassionate: qualities that can also be applied to your personal life to help you become a better human being. It is her humble attitude, proactiveness, and generosity that have led her to the success she's achieved today. And without a doubt, her words of wisdom throughout the podcast will leave an indelible mark on you. Below is the show’s agenda: Being promoted Chief Executive Officer of SignatureFD (6:10) “We’re better in the community” (12:00) What does the ‘FD’ in SignatureFD stand for? (13:45) How SignatureFD bridging concepts revolved around life? (16:05) “…it starts with who you are” (22:10) The benefits of a Masters’s Degree in professional counseling? (25:00) What drives Heather? (35:40) About the podcast “Empower To In Power (38:30) The emotional intelligence toolbox (44:10) Best way to contact Heather (50:40) Heather’s Book recommendation (51:40) Resources: Heather Fortner, MS, IACCP® - LinkedIn Heather Fortner, MS, IACCP® - Twitter SignatureFD Website "Empower To In Power," SignatureFD’s Podcast “Double Blessing: Don't Settle for Less Than You're Called to Bless” on Amazon Kennesaw State University Schwab Executive Leadership program <a href='https://ensemblepractic
S2 E54 · Fri, August 27, 2021
54. Women in WealthTech and Fluid Expectations with Liz Fritz, Chief Commercial Officer at F2 Strategy
Send us a text We’re thrilled to welcome Liz Fritz In The Suite for today’s inspiring episode. Liz is Chief Commercial Officer of F2 Strategy , a leading boutique management consulting firm based in Silicon Valley helping complex RIA, wealth and multi-family office firms improve their technical capabilities across the entire client and advisor experience. Liz co-founded F2 Strategy in 2017, with her husband Doug, the company's CEO. Through F2 Strategy, this innovative husband-and-wife team brings their strengths and deep technological and marketing experience together to bridge the gap between emerging client's needs and the lack of digital wealth experience. In today's podcast, Liz takes us through her incredible journey. From attending UC Davis and studying to be an equine veterinarian to becoming head of Wealth Management Communications at Bank of the West/BNB Paribas - one of the top 10 wealth managers worldwide, to now forming her own company, after seeing how many top wealth management firms were ill-equipped to keep pace with technology & innovation. We also focus on what Liz affectionately calls, “Fluid Expectations,” the idea that competitive threats come from beyond the wealth management industry and are shaped by brands delivering an exceptional and innovative client experience. Join the Conversation to Learn About: Welcome Liz! (01:15) Wealth Tech Gets Vocal - Man in the Van Podcast (06:10) About F2 Strategy (06:30) How does Liz work with clients? (10:30) The three wealthtech trends we need to pay attention to (13:05) What is a Chief Commercial Officer? (18:40) How can we bridge the gap between marketing and sales? (19:50) Liz’s backstory (27:50) The three areas for growth for women (32:40) Women in Wealth Tech series (40:00) Liz’s volunteer experience (44:10) How to contact Liz (49:00) Liz’s book recommendation (50:10) Resources: Liz Fritz - LinkedIn Liz Fritz Forbes Council F2 Strategy Website Man in the Van Podcast “ Future Proof Your Business With Direct Indexing And Estate Planning” Webinar <a href='https://www.amazon.com/Braiding-Sweetgrass-Indigenous-Scient
S2 E53 · Fri, August 20, 2021
53. Achieving Balance & Living an Intentional Life with Travis Parry, Ph.D. Best-Selling Author & Keynote Speaker
Send us a text It is with immense pleasure and honor that we introduce our first male guest ever on the show. It is none other than the phenomenal Dr. Travis Parry. Travis is the best-selling author of "Achieving Balance," an inspirational keynote speaker, the Founder and coach of the Make Time Institute, and soon to be a father for the seventh time. Travis started his career as a financial advisor in 2002, but a series of life-changing events took a turn in his life. The tragic experience of losing his young father from an unexpected heart attack and having to literally process his father's death claim created a moment for Travis to look at his life in a more holistic view. He invested in his education and earned several degrees in behavioral science to understand human behavior better. As a result, his best-selling book "Achieving Balance" was born. In the podcast, Travis reveals that the concept of work/life could actually be a misnomer. In addition to work, there are ten other areas in our lives, including spiritual, physical health, relationships, and more, that are vying for our attention and time. Through his workshops, Travis noticed a natural market for couples who find it difficult to talk about money, causing friction in their relationship. He firmly believes that when couples share goals, especially financial ones, it will translate into increased happiness in their partnership. Join the conversation to hear about: Big news! (02:15) About the Make Time Institute (04.55) What is a mini-obituary worksheet? (09:55) The role of community in our lives (15:10) How often should we re-visit our smart goals? (18:45) Busting myths on 'Balance' and 'Multi-tasking.' (22:03) The power of letting go (32:10) What to expect from Travis' workshop? (37:50) Shared values and well-being among couples (42:40) Travis' next project (55:33) Book recommendation (01:03:15) Resources: Travis Parry, Ph.D. - Website Travis Parry, Ph.D. - LinkedIn Get Your Free Copy of Achieving Balance by Dr. Travis Parry Make Time for Balance Education Course by Dr. Travis Parry Make Time Podcast with Dr. Travis Parry on Apple Podcasts "Man Search for Meaning" by Viktor E. Frankl on
S2 E52 · Tue, August 03, 2021
52. Authenticity and Strategic Frameworks for Success in Advisor Marketing, PR, and Podcasting with Megan Carpenter, CEO and Co-Founder of FiComm Partners
Send us a text It is an absolute pleasure to welcome Megan Carpenter In The Suite ! Megan is the Co-Founder and CEO of FiComm Partners, the co-host of the podcast 'New Skool,' a blogger, a spokesperson, and an active member of the CFP Board Center for Financial Planning Workforce Development Advisory Group. She's also a member of the Investment News 40 Under 40 list! Megan's route to a career in the financial advice business began with a paid marketing internship at John Hancock Financial Network. In no time, the industry turned into her passion, and in 2014, she co-found FiComm Partners , an integrated communications agency specializing in the financial services industry. Megan explains that as she helped wealth management businesses engage with their target audience effectively, she realized that marketing and PR in the financial world was old school. She found the approach to be jargon-heavy, top-down, buttoned-up, and overly professional. In today's episode, listeners will learn how Megan transformed and modernized the financial marketing industry through her podcast 'New Skool' and series of virtual marketing workshops. Advisors can gain access to the strategic framework they need to be more authentic and vulnerable to make the right marketing decisions for their own business. Check out her podcast and educational material on the financial services industry. In addition, Megan personally supports the industry by leading FiComm's pro-bono effort for the Foundation for Financial Planning, the InvestmentNews Impact Forum and the CFP Board Center for Financial Planning Workforce Development Advisory Group. Without a doubt, today's episode is the key to success for many financial advisors. Join the conversation to learn and understand what it means to have a fierce personal leadership style and why perception and communication are the keys to everything. Megan's humble and positive approach to leadership combined with an intense passion for bettering the financial services industry inspires us all. Join the conversation to here about: About Megan and her business (05:42) What attracted Megan to this industry (08.38) About the podcast (13:31) Why take the ‘Advisor Education’ course? (24:10) How the pandemic changed the industry? (28:30) About "news-jacking." (31:43 The ideal persona to seek for professional financial services (37:15) Her involvement in the CFP Board Center (44:20) How to get involved? (51:02) Meg’s takeaway from Covid (55:00) Book recommendation (01:02:50) The Best way to get in touch (01:02:50) Resources:
S2 E51 · Fri, July 16, 2021
51. Building a Successful Career in Enterprise Sales & Marketing and the Experience of Being a Doula with Diana Cabrices, VP of Enterprise Development at Snappy Kraken
Send us a text We are so excited to welcome Diana Cabrices In the Suite ! Diana the Vice President of Enterprise Development at Snappy Kraken. Snappy Kraken is an award-winning automated growth program focused on Software as a Service (SaaS) marketing solutions that helps financial advisors automate, personalize, and track marketing campaigns and business processes. While predominantly she works with the compliance team in the broker-dealer channel, Diana has successfully worked with thousands of financial advisors on marketing support, succession planning, and M&A recruiting. Her passion, enthusiasm, and love for the profession will clearly reflect in this interview. Despite the challenges that come with her role, she's very driven, motivated, and career-oriented - qualities that she thanks her mother for. In this episode, Diana shares with us her fascinating origin story. She's a first-generation Cuban-Venezuelan-American who grew up low-income in a single-family home. Being the youngest daughter of three, she grew and understood her responsibilities quickly. She reveals that coming from a Hispanic background never stopped her ambitions. And despite the initial mental struggle, as she matured, she learned to own her original story and be proud of it. An attitude she hopes inspires other women. While some companies fell into disarray during the pandemic, other companies like Snappy Kraken actually began as a 100% remote company. Diana is extremely grateful to Snappy Kraken, who gives her the freedom and lifestyle she's always dreamt of. In fact, Diana starts the podcast sharing a big announcement that will blow your mind! In addition to her role as Vice President of Enterprise Development, Diana found her calling as a Doula a few years ago. Through her past experiences, she realized that there was a need for professional support to empower women before, during, and after pregnancy. Diana knew that she could help women by extending her true characteristics, as a supportive and nurturing woman. Join our conversation to hear about: Who is Snappy Kraken and the BIG news happening at Snappy Kraken! (05:38) Diana’s origin story (8:30) What keeps culture together in a remote environment? (13:00) How businesses can be formed in a virtual environment (18:50) Diana’s role in Snappy Kraken and Enterprise Marketing (32:45) What are we getting wrong? (37:00) Celebrating Diana as a proud Latina (40:30) Diana’s role as a doula! (44:00) Advice for women (50:45) Diana’s book recommendations (57:45) How to get in touch with Diana and upcoming conferences (59:38) Resources: Diana Cabrices - LinkedIn <a href='https://twitter.com/dianaca
S2 E60 · Fri, July 09, 2021
50. Being Totally ‘Transparent’ and Leaning Into Wealth Management Trends with Diana Britton, Managing Editor of WealthManagement.com
Send us a text It is an absolute pleasure to welcome Diana Britton In The Suite for this episode. Diana is the Managing Editor at WealthManagement.com and the host of 'Transparency with Diana B,' a podcast about advisors' personal struggles and healing. Having started her career as an intern at The Daily Breeze, Diana is a self-made woman with an illustrious career who is now celebrating her 11th anniversary at WealthManagement.com, the industry's premier publication. Furthermore, just a few years back, Diana was acquired by Informa, a leading international intelligence, events, and scholarly research group that is listed on the London Stock Exchange and a member of FTSE 100, with over 10,000 colleagues working in more than 30 countries. Her efficient work in content management systems, AP Style, InDesign, and SEO have been honored by the Trade Association Business Publications International (TABPI) and SIIA's Jesse H. Neal Awards. Diana holds a Master's degree in Journalism from the prestigious New York University. In the podcast, Diana admits that she 'fell' into the financial industry. The transition from her beautiful beach town in Southern California to the high-maintenance lifestyle of New York was difficult. It was a culture shock to her suburban bubble. However, navigating life in New York while being a reporter helped define who she was on a professional and personal level. In the podcast, Diana shares her initial day experiences, from learning the basic financial terms and tasks on the go, to writing detailed reports on everything from finance and investments, the trucking industry, entertainment and media, religion, social justice issues, and general news. Diana was recently featured on InsideETF's, Inside Wealth Stack, Women's History Month, in which she shared a quote, which reads: "Women still represent just 18% of financial advisor headcount. The wealth management industry needs to create better career paths to bring more young women into the industry." In our conversation, Diana gives us fantastic updates on this figure and provides advice to women who want to be in the finance industry. Diana hasn't missed a beat during the pandemic. She moved from Queens to Long Island with her husband and two young children, continued to work remotely as Managing Editor, and continued working on her podcast ‘Transparency with Diana B.' The podcast follows an open, transparent, and refreshing narrative in which she talks to financial advisors on their personal struggles and healing processes. Her mandate is to bring these issues out into the open so that others may find healing. A podcast that will no doubt resonate with you and change your perspective towards life. From our conversation with Diana, listeners will
S1 E49 · Tue, June 22, 2021
49. The Launch of a Growth Academy App Under a Universe of Stars and Diamond Teams with Angie Herbers, Founder and CEO of Herbers & Company
Send us a text We are absolutely thrilled and honored to welcome Angie Herbers In The Suite . We are so excited to talk with her and learn more about her story and how she got to where she is today. Her name is synonymous with practice management, business intelligence, process, and efficiency. She is the Founder and Chief Executive Officer of Herbers & Company. She brings over 20 years of experience in human capital management, leadership, and corporate financial strategy development to advisory firms. She has worked with over 600 financial advisory firms and is still counting! Angie is also a columnist with Investment Advisor magazine, a blogger for ThinkAdvisor.com, and a frequent speaker at industry conferences. Investment Advisor named Herbers one of the "Top 25 Most Influential People in the Advisory Industry" in 2007, 2013, and 2015. The podcast begins with an emotional reflection of Angie's childhood. She fondly recalls the loving relationship of her parents and the 10,000-acre big ranch she grew up in Western Kansas. As she states, she 'grew up in the stars' and expressed how living in nature made her feel in tune with the universe. Angie admits that school was hard and that in the 8th grade, she was put in a class of Applied Mathematics in which she learned how to run businesses, among other skills. As a result, by the time she was 14, she owned six concession stands and was financially independent. The loss of her mother at the tender age of 18 was a significant turning point in Angie's life. It changed Angie's relationship with money and set her on the path to her career today. What followed was an extraordinary journey to emotional strength and professional success. In the podcast, listeners will learn about what made her establish her own company instead of taking a position at a big firm. In addition, we will get an insight into the leadership team at Herbers & Company, the concept of Diamond Teams, the origin behind Herbers Academy, and the launch of their new app! Today's podcast is not to be missed. It is an emotional, powerful and a life-affirming experience from which you'll take away something to reflect and implement in both your personal and professional life. It's filled with life lessons, success stories, and philosophies with notes of encouragement, hope, and persistence: Join the conversation to hear about: Angie’s childhood (08:30) The turning point (15:35) Searching for herself (18:40) Angie’s first win (22:40) Angie’s definition of success (26:20) About Diamond Teams (37:00) Employee wellness (55:50) What should advisors ask themselves (01:05:00) Origins of Herbers & Company Academy (01:11:44) Introducing the Herbers &
S2 E48 · Fri, June 18, 2021
48. Understanding Risk Tolerance and The Powerful Impact of Giving Back with Helen Yang, Founder & CEO of Andes Wealth Technologies
Send us a text Ni Hao everyone! After months of waiting, we’re thrilled to finally introduce Helen Yang in today’s episode of In the Suite ! Helen Yang is an inspirational and giving person. She’s a CFA by designation, a FinTech veteran for 20 years, a co-winner of the Harry Markowitz Award, an involved mother of two children, and an active board member of Asian Americans for Equal Rights. She started her career at Thomson Reuters and Charles River Development. Helen was dissatisfied with the ‘cookie-cutter’ service she was receiving from financial advisors. She realized that financial advisers didn’t have the right tools to deliver the kind of personalized insights and services she was looking for. With the mission to fill this gap, Helen founded Andes Wealth Technologies. For the second year in a row, Andes Wealth Technologies was selected as a finalist in the 2021 WealthManagement.com Industry Award in the Risk Tolerance and Client Profiling category, and for the first time, a finalist in the Portfolio Analytics category. Helen is inspired by acts of kindness around her and volunteers extensively to give back to society. She serves on the board of Lexington Lions Club and Asian Americans for Equal Rights. In this episode, you will learn about her awe-inspiring growth journey and how she balances her personal and professional life. We also cover powerful and educational topics, including the identity and challenges experienced by Asian Americans and what we can do to combat hate. Helen also shares knowledge on why risk tolerance is essential and shares relevant stories. Find the agenda of our conversation with Helen below: About Andes Wealth Technologies (02:57) How the pandemic made advisors look at risk tolerance differently (04:42) Congratulate Helen on her recent success (06:20) The importance of risk tolerance tools explained (09:20) The backstory behind the company’s name (14.40) Sharing the Harry Markowitz Award 2011 with Dr. Andrew Lo (16:06) Helen’s impressive educational background (21.19) Inspiration behind her career choice (22:08) Helen’s advice to women who want a career in Fintech (25:30) Being an advocate for equal rights for Asian Americans (32:30) Educating herself and others on Asian American history (38:00) How can we support Asian Americans? (40:06) “Good Deeds For Good Karma” (44:22) Speaking at the Wealthies Forum (47:00) Book Recommendation by Helen (55.38) Behavioral biases during the pandemic (1:03:19) Resources - Helen Yang Twitter - Helen Yang LinkedIn
S2 E47 · Tue, June 15, 2021
47. Redefining Leadership and Exploring Human Capital and Compassion with Cecile Munoz, Founder and President of U.S Executive Search & Consulting
Send us a text It is an absolute pleasure to welcome Cecile Munoz In The Suite for this episode. Cecile has been the the Founder and President of U.S Executive Search & Consulting for over 28 years, and a show host of the ‘Ends with Z’ podcast. Cecile has been an entrepreneur since the age of 11, when she built her first pop-up concession stand during movies in her backyard in a very rural hometown. With over 28 years of experience in financial services, she’s one of a very small group of executive search firms owned and run by minority women working specifically with Wall Street investment firms. Cecile is fascinated by numbers and understanding the deepest emotions and exploring the depth of human capital and compassion. She’s committed to empowering everyone, and especially women from minority groups and challenged backgrounds. She believes that if women want to experience freedom and the variety of life, “they better know their money.” In today’s episode, Cecile gives a refreshing and transparent narrative about how her experience as a Hispanic woman inspired her to create an executive search company that’s helping advisory firms redefine what leadership looks like, especially post-pandemic. She is a motivated, courageous, and a glass-half-full person who wants to channel her difficult experiences toward a positive future. The power of her words and example is something we all need to remember: “We become our own limitations of what’s possible” she says. Join the conversation to hear about: Welcome, Cecile! About the company and why she chose this industry (3:48) Her first customers (08:50) How she responded to a stereotyping comment (10:00) How can women amass money effectively (15:25) Where Cecile’s strength comes from (17:00) Cecile on her divorce (21.55) The gift of the pandemic (27:00) How are women in the financial services industry dealing with the pandemic (30:35) Advice women interviewing (38:00) When should one seek the expertise and help of a recruiter? (43:48) Ballroom dancing impact on personal and professional life (51:10) Referenced Material: - Cecile Munoz Twitter - Cecile Munoz LinkedIn - U.S. Executive Search & Consulting - RIA Biz - <a href='https://www.advisorhub.com/resources/adapting-your-leadership-style-to-meet-the-current-times-a-conversation-with-
S2 E46 · Sun, June 06, 2021
46. Building South East Asia’s Leading Network for Female Entrepreneurs While Going From Stuck To Unstoppable with Genecia Alluora, Founder of Soul Rich Woman
Send us a text Today’s episode of In The Suite with Genecia Alluora is all about going from being stuck to unstoppable! There are many words used to describe Genecia Alluora–Founder, Serial Entrepreneur, Mentor, Podcaster, Coach, and Beauty Queen. This Former Miss Singapore International used soul and synergy to build “Soul Rich Women” the #1 Leading Female Entrepreneur Network in South East Asia, connecting over 200,000 women across the globe empowering women to succeed in life, business, and health. Profiled in CNBC, Forbes and China Daily, Genecia is a thought leader and leading women’s empowerment expert. She is regularly invited to speak on TV and Radio as well as at conferences. And with 52.9K followers on Instagram, she is an online influencer to women all over the world. Genecia’s epic journey from six-figure debt to millionaire status in 2013, fuels her passion to support women to do the same and to own the F-word - Being fabulous, having freedom, financial independence and family. Genecia’s network is now near a quarter of a million strong. The power of her words and example is something we all need to remember: “Alone we are strong, together we are UNSTOPPABLE.” - Genecia Alluora. In this podcast episode, Genecia shares her sage advice on building a platform, podcasting as a tool for empowerment, finding the right mentors, and “turning our messes into our message” as Genecia takes us on her personal journey through the highs and the lows of her career. Join the conversation to hear about: Big welcome to Genecia! (01:35) Trials, tribulations, and transforming Genecia’s life and business (03:40) Doing business with friends (07:25) How to get your first mentor (11:25) 3 tips for selecting a mentor (14:00) How Genecia grew her network of women (17:50) The Internet has opened up the world (24:00) The power of being willing to learn (27:10) Diving headfirst into podcasting (31:05) Family legacy and Genecia’s anchor, her mom Carol (36:15) Volunteering and finding ways to give back to your community (38:20) Equipping yourself with self-love (42:20) Focusing on human connection and human touch (45:50) The story of a woman who took a leap (49:00) Love your customers more than you love your product (53:00) How to get in touch with Genecia (55:00) Referenced Materials Soul Rich Women Website Instagram - Genecia Alluora LinkedIn - Genecia Alluora <a
S2 E45 · Thu, May 20, 2021
45. Being a Spartan Warrior, Your Authentic Self, and Embracing Your Heritage While Achieving Your Goals With Penny Phillips, Co-Founder and President of Journey Strategic Wealth
Send us a text Today’s episode of In The Suite with Penny Phillips is all about being your authentic self. Since her Twitter bio says it best, Penny is President and Co-Founder of Journey Strategic Wealth; she’s an industry consultant and speaker who emphasizes real talk to combat all the b.s. in this industry. As a lifelong New Yorker and Greek-American, Penny is the perfect example of the enchanting melting pot of the United States. She is President and Co-Founder at Journey Strategic Wealth, an RIA for advisors seeking independence and full fledged practice management support. Penny is Founder of Thrivos Consulting and has been a board Board Member of the Macaulay Honors College Foundation Board since 2019. Before Thrivos, she spent nearly 6 years at New York Life as Corporate Vice President in the practice management division and she also worked at Envestnet. If this year has taught us anything, it’s that we need continuous support to run our businesses. Penny has been in the practice management space for a long time. She has seen the struggles and the challenges that can evolve advisors from a modern perspective. In this podcast episode, Penny shares the importance of embracing her heritage, how to be your authentic self, and her keys to being fierce within the industry. She also shares how she is assisting others within the industry through her educational weekly discussions on her YouTube Series Practice Management with Penny, Videos on LinkedIn and Twitter. Join the conversation to hear about: Welcome Penny to In the Suite! (01:55) Reframing what practice management means in the RIA space (05:20) How to attract, retain, develop, and mentor talent (08:15) Why social media is vital for advisors and business (11:30) How to evolve your way of thinking (17:00) Penny’s Greek upbringing (21:05) Why Penny launched Thrivos Consulting (23:30) Building a network and coaching roster in a modern world (26:00) Penny’s tip for leaders navigating a virtual workforce (30:20) What events Penny is looking forward to this year (37:50) Why you need to start a YouTube series (40:20) How Penny knew what she wanted to study at university (45:00) You don't have to have a traditional start (48:45) Define success for themselves now and moving forward (51:50) What's your best recommendation for 2021? (55:00) Referenced Materials Penny Phillips - Twitter Penny Phillips - YouTube Series Penny Phillips - Li
S2 E44 · Tue, May 11, 2021
44. Uplifting Your Networking Synergy And Getting Real with Meg Hanington, EPC and Genevieve E. Thayer, EPC at Beacon Partners
Send us a text Today’s episode of In The Suite is unlike anything we’ve ever done before. We have double the fun, double the knowledge, and double the energy!! We have two female leaders in financial services and wealth management partner together on the same podcast. This week we have two guests Meg Hanington, EPC and Genevieve E. Thayer, EPC. It's actually the first trifecta In The Suite . As the famous saying goes, teamwork makes the dreamwork. You can tell from their rapport that they really understand each other and their core competencies and how one complements the other. These two ladies are both Co-Founders at Beacon Partners. Plus, both Genevieve and Meg are co-delegates for the NYC Metro Area chapter of Females & Finance, where they are responsible for gathering the network to provide meaningful and relevant information for each of its members working in the financial services industry. Dynamic duo indeed! These women are intelligent, smart, seasoned women who have done a masterful job empowering others. They work so well together, like peanut butter and jelly. “The synergy between us is unique because we both have very different skill sets,” Genevieve explains. In this episode, we discuss can't-miss topics such as how to lift ourselves and each other up through networking, what is emotional intelligence?, and how you can get more comfortable putting yourself out there! What are you waiting for?! Grab a cup of coffee and listen to the episode. Join the conversation to hear about: Lifting ourselves and each other through networking (03:25) How Genevieve and Meg know each other (07:00) Helping independent advisors achieve their goals (12:00) Advisor trends Genevieve and Meg are seeing since the start of the pandemic (13:15) What is emotional intelligence? (18:15) Two things a good leader does (24:15) What makes a successful leader? (26:55) What makes Meg and Genevieve’s relationship so special (31:25) How they landed their TV show (37:30) Getting comfortable putting yourself out there (41:55) Being braggadocious without being braggadocious (47:45) How Covid shifted dynamic conversations (54:00) Ways to get in touch with Meg and Genevieve (58:20) What Genevieve and Meg are reading (60:35) Referenced Materials Beacon Partners - Website Emotional Quotient Training Sheryl Hickerson - Females and Finance Website Mark Iorio - Rain Maker’s Round Up Website <a href='https://rvntelevisi
S2 E43 · Tue, April 27, 2021
43. Grinding It Out While Exploring the Inspiring Truth About Mentoring, Masterminds and Female Breadwinners with Meredith Moore LUTCF, CLTC, Founder & CEO of Artisan Financial Strategies
Send us a text It is an absolute joy to welcome Meredith Moore, LUTCF, CLTC to In The Suite for this episode. Meredith is a CEO, a financial guru, a speaker, a writer, a leader, and a growth junkie. She’s also a fighter with a fiery passion to help lift up her community. Meredith is the Founder and CEO of Artisan Financial Strategies , where she helps Atlanta families coordinate their financial world. She won the greater North Fulton Chamber of Business, “Women of Excellence” award and is also a proud graduate of “Leadership Atlanta.” “My passion is around mentoring, and that's what really gets me going,” Meredith tells us in this episode. She became interested in the idea around mentorship for the simple fact that she did not have any mentors during the first part of her career. She is also a firm believer of “we are the average of 5 people that we surround ourselves with.” In this episode, Meredith encourages us to cross out everything we know about work or business. “I'm challenging people that I'm working with to lean into being yourself and figure out what makes sense,” Meredith says. “Think about it out of the box.” Meredith is a fighter not only within the professional aspect, but also within her personal life. 6 weeks after having her baby boy, she became ill with brain cancer. She overcame this life-threatening illness and fought for everything she had including her life and her business. Meredith lets us know that this illness gave her a perspective on risk that most advisors do not have. One of the many gifts that you’ll discover while listening to Meredith Moore in this episode is her passion to help her community and her drive for success. Meredith shares the importance of having mentors, and how to be true to yourself. She says “they're either gonna like you or they're not.” She continues, “I've tried to create an environment where people can connect and really get to know somebody at a deeper level.” Join the conversation to hear about: Meredith and mentorship (06:20) Why finding a niche is important (09:20) You are the average of the 5 people we surround ourselves with (14:20) Transitioning to a virtual environment (18:00) Training yourself to get vulnerable and connect in meaningful ways (20:00) Meredith’s certifications and background (24:20) Battling brain cancer, 6 weeks after having her son (26:00) Scaling up and rebranding her business (33:00) Hiring to address blind spots and weaknesses (41:00) Finding structure using Entrepreneur Operating System (43:00) What does Meredith Moore's tech stack look like? (45:20) Meredith’s research and insights on women family provider
S2 E42 · Thu, April 15, 2021
42. Making Bold Moves, Mentoring, and Co-Creating C-Suite Level Shifts with Martine Lellis, CPA, CFP®, Chief Talent and Business Solutions Officer at Mercer Advisors
Send us a text Today’s episode of In The Suite with Martine Lellis, CPA, CFP® is all about making bold moves. 5 months before the COVID-19 pandemic entered into the world and changed our lives, Martine took a deep dive into uncharted territories. She decided to leave her previous company after 17 years of being a partner. Martine left the company without another position in mind and decided to take a sabbatical to travel the world and search for answers. Martine says, “I didn't have a job before I decided to leave. But I had confidence in myself that I would figure it out.” She made a bold move to change the direction in her life. Not only did she change her professional position, title, and company. She also changed her geographical location. That’s right, she moved from the state of Virginia to Colorado. What she had in her, was faith and confidence that she would find the next best thing. Through calling upon her network of industry friends and having faith and confidence, she found herself in a new position as the Chief Talent & Business Solutions Officer at Mercer Advisors. In this episode, Martine shares her story about entering into a new position, becoming a National Technical Officer for USA Weightlifting, setting goals, and traveling during the pandemic. We talk about taking a chance, having trust in yourself, and how to make the bold moves in life. She trusted her gut feeling, and had confidence in herself that she would excel in the next steps in her life. Martine says, “Sometimes you just have to take that chance, and you just have to trust yourself.” Join the conversation to hear about: Making adjustments to working from home (00:45) Celebrating one year at Mercer (03:45) Making big changes in life and considering bold moves (10:10) Taking the chance and trusting yourself (13:00) Relocation from Virginia to Colorado (15:30) Being open-minded during the job search (16:45) National Technical Official for USA Weightlifting (18:35) Martine’s motivation to becoming a stronger woman and Crossfit (23:30) Making a C-Suite level shift in her life (26:55) Reverse mentorship (34:55) Social media giving insights into life (36:00) Traveling during a global pandemic (40:10) Referenced Materials Martine Lellis, CPA®, CFP - Facebook Martine Lellis, CPA®, CFP - LinkedIn Mercer Advisors Website Mercer Advisors - Twitter Mercer Advisors - Facebook <a href='https://www.lin
S2 E41 · Thu, April 01, 2021
41. Well-Th Rebalanced & The Simple Things Money Can’t Buy with Abby Salameh, Passionate C-Suite Exec & Champion for Independent Advisors
Send us a text Today’s episode of In The Suite with Abby Salameh is all about the simple things in life that money can’t buy. Freedom, family, love, a sense of adventure. Three weeks from the date of this original podcast recording, Abby Salameh announced her departure from Hightower Advisors. What she told Ian Wenik of CityWireRIA is: “This was a very personal decision. Taking a reset to focus on family first, with three teens at home in this pandemic, has brought me to really think about what is important and what I want to do next.” In this episode, Abby shares her thoughts on establishing your vision, what questions to ask to make it happen, how to build a work culture that people enjoy working, and so much more. We talk about how so much has changed due to Covid-19, from remote working to advances in technology to Abby’s entire mindset. No matter what, she perseveres and walks forward, one step at a time. “I've always enjoyed growth-minded organizations that have a desire to build and grow. And that's just who I am,” Abby says. “I love pushing things forward. I love moving the needle.” Join the conversation to hear about: Welcome Abby to In the Suite (05:30) The 2-point criteria for attending in-person events (09:15) What is a rebrand? (12:40) Reprioritizing wealth and what it means to have wealth (16:20) Abby’s tip for women who want to dive into C-Suite Leadership (21:10) From finance to publishing: expanding her roles (27:05) Establishing your vision and the questions to ask to make it happen (29:40) Building a work culture that people actually want to work in (34:50) Leveraging testimonials in the finance industry (39:25) How to get in touch with Abby (45:50) Referenced Materials Abby Salameh - Twitter Abby Salameh - LinkedIn Hightower Advisors Website The Alchemist by Paulo Coelho - Get It on Amazon Reid Hoffman, Masters of Scale Podcast - John Foley (Founder & CEO of Peloton) Peloton Cody Rigsby in People In The Suite Podcast Episode 28 with Suzanne Siracuse 🤩 Thanks for listening , we appreciate your support and 5-star reviews of ou
S2 E40 · Fri, March 26, 2021
40. Financial Therapy and Creating Wealth from the Inside Out with Michelle Arpin Begina CFP®, CIMA®, Founder and Gateway of MichelleAB
Send us a text Today's episode of In The Suite with the life-inspiring Michelle Arpin Begina, CFP®, CIMA®, is all about creating wealth from the inside out. It also happens to be the foundation of her soon-to-be-released book, "Good With Money-Creating Wealth from the Inside Out." Michelle Arpin Begina, CFP®, CIMA®, is Founder and Gateway of her own company, MichelleAB (pronounced Michelle - Ay-Bee), used to empower professional women to step into financial freedom so that they can enjoy their wealth and make their boldest, most inspired decisions from a place of confidence. MichelleAB offers "Good with Money" financial workshops and coaching. Michelle has worked with 100s of executives, business owners, and entrepreneurs. She's a Certified Financial Planner (CFP®), a Certified Investment Management Analyst (CIMA®), and a senior partner, managing director at Snowden Lane Partners. Michelle is also a member of the Forbes Business Council and has been featured in Forbes and Thrive Global. "Never let money stand in the way of something you want to achieve," says Michelle Arpin Begina. It certainly hasn't stopped, Michelle⸺so why should it stop you and me? Join the conversation to hear about: The Meaning Behind MichelleAB and Her Title "Gateway" (04:57) Building a Personal Brand and Starting from Scratch (08:31) How Michelle was Inspired by Megyn Kelly (11:04) The Genesis of Michelle's New Upcoming Book (14:24) Michelle's Three Money Stories - Age 6, 10, and 17 (18:00) The Will is The Way (24:28) Michelle's First Unexpected Mentor (27:42) The Single Biggest Impact on Michelle's Life (33:16) Studying Financial Therapy at Kansas State University (41:55) How to Reach the Highest Level of Potential with Your Financial Advisor (47:12) The Difference Between Suitability and Being a Fiduciary (50:03) Working with Clients To Take Inspired Action (52:55) Michelle's Money Success Formula Guide - Download (56:34) Michelle's Book Recommendation for 2021 (59:38) Referenced Materials MichelleAB Website Michelle Arpin Begina LinkedIn Michelle Arpin Begina Instagram Download Michelle’s Good with Money Success Formula <a href='https://www.amazon.com/Start-Why-Leaders-Inspire-Everyone/dp/1591846447/ref=asc_df_1591846447/?tag=hyprod-20&linkCode=df0&hvadid=
S2 E39 · Sat, March 20, 2021
39. Branding, Social Media and Podcasting that Lights You Up and Feeds Your Soul with Cathy Curtis, CFP®, Founder of Curtis Financial Planning, LLC
Send us a text Today’s episode of In The Suite with Cathy Curtis, CFP® is all about feeding your soul by sharing your authentic self. Cathy Curtis, CFP® is the Founder & President of Curtis Financial Planning , an independent, fee-only Registered Investment Advisor located in Oakland, California that specializes in the finances of independent women. In this podcast episode, Cathy shares how she learned to market herself on social media to realize her dream job of launching a second career in financial services. One of the industry’s most notable female advisors, Cathy has been named to the coveted Investopedia 100 Top Financial Advisors for three years running and is a member of the CNBC Financial Advisor Council, an achievement unto itself. “I have to tell you, you have to find what’s right for you, what feeds your soul,” said Cathy. Armed with the power of knowledge, she also aims to demystify many of the financial planning topics that specifically impact women through many initiatives, the first being her own podcast called Financial Finesse , which can be found on Apple Podcasts , Spotify , and Google Podcast , and in video format on YouTube . Join the conversation to hear about: A warm welcome to Cathy (05:10) Branding, spaghetti sauce, timing, and luck (08:20) How Cathy dove headfirst into social media (10:35) Rebranding and dealing with imposter syndrome (12:45) Working one-on-one with women on their finances (16:40) How Cathy got into the world of podcasting (22:30) Why peer coaching can uplevel you (28:20) What a mastermind is and Cathy’s journey to joining them (31:20) Being authentic on social media (42:05) Finding your audience (48:30) Accessing the right people to ask questions to (51:00) The AGC™ and diversity in the financial services industry (54:45) Referenced Materials Cathy Curtis CFP® - Twitter Cathy Curtis CFP® - LinkedIn Cathy Curtis CFP® - YouTube Cathy Curtis CFP® - Instagram</a
S2 E38 · Thu, March 04, 2021
38. Taking Bold Leaps of Faith to Follow Your Heart and Give Globally with Devika Kamboh CFP® CLTC MBA, Founder & President at Sohum Global Foundation
Send us a text It’s a joy to welcome our guest Devika Kamboh, CFP®, CLTC, MBA to In The Suite . Devika is the Founder and President at Sohum Global Foundation and Founder and Managing Partner of Sohum Financial Planning. She’s a Certified Financial Planner who empowers her clients to create a road map to guide themselves to financial independence and their real life goals. She’s a risk-taker, always open to the next chapter of life. Devika packed her bags and moved from NYC to a ranch in Colorado. “I realized that I need to bring balance not only to my clients' lifestyles, but also to move them away from this unilateral focus on money,” Devika says. She explains that we sometimes forget that money is a means, it's not the end. Sohum, in Sanskrit, means to be “One with the Universe.” In this episode, Devika shares how deliberate manifestation makes all the difference. The purpose of the journey isn't to navigate life on autopilot, but to truly fly, to discover why you gravitate in a certain direction. “Have the courage to communicate your vision,” Devika says. Join the conversation to hear about: Welcome to Devika! (5:45) Taking the leap to a new journey and moving cross-country (7:25) Learning about Devika’s upbringing and family (11:05) How she came into the finance industry “kicking and screaming” (13:30) Accepting change and making a positive difference (18:45) Pushing past biases and unconscious behavior (23:50) Why women championing each other is so important (27:40) Focusing on working toward “lifestyle x” not just money earned (31:00) Cultural mindsets and mentorship (36:50) How Digital Inclusion Project came into play (43:50) Referenced Materials Devika Kamboh CFP® CLTC MBA - LinkedIn Devika Kamboh CFP ® CLTC MBA - Twitter Sohum Mountain Ranch - Website Sohum Mountain Ranch - Facebook Sohum Global Foundation - Website Digital Inclusion Project - Video Lady Shri Ram College in New Delhi Devika Kamboh Speaks with Pam Krueger at the Advisor Thought Leader Summit - Vimeo V
S2 E37 · Sun, February 21, 2021
37. Becoming a Fintech Founder of a Global Risk and Compliance Management Software Company with Laxmi Ramanath, Founder and CEO, LaMeer Inc.
Send us a text Today’s episode with Laxmi Ramanath is all about channeling your technical side. She’s a fintech CEO and founder of LaMeer, Inc. a Global Risk and Compliance Management Software Company that transacts business in the U.S., Europe, Canada, and the U.K., and has been named to the coveted RegTech100 list for 2021. Laxmi has over 25 years of worldwide experience in building complex financial market systems and was part of the moonshot to automate the Bombay Stock Exchange. “Using technology to help businesses is what I do best,” Laxmi says. And we would agree. With a backbone in physics, banking, and capital markets, Laxmi’s career has touched technology and left a paper trail of dust wherever she goes. Listen to this amazing episode to gain a deeper understanding of Laxmi’s origin story and background which served as the basis for LaMeer, Inc. You’ll also discover the importance and convergence of technology, risk management, and compliance, as ways to protect the common man and even predict potential situations from leading to a larger crisis. Join the conversation to hear about: · How LaMeer, Inc. got its name (05:16) · The most important story of Laxmi’s life (08:09) · Laxmi’s journey into risk management (10:00) · LaMeer, Inc. leap into global markets (15:00) · How Laxmi manages to stay ahead of the compliance curve (18:20) · The effect of the COVID outbreak on Laxmi’s company (22:09) · How LaMeer, Inc. supports its enterprise customers (28:06) · The meaning and importance of RegTech (32:05) · How a degree in physics and an MBA helped form big picture thinking (38:51) · Visibility and transparency in market dynamics (41:31) · Looking back at the speed of tech (45:38) · The importance of learning to connect the dots (52:02) · Mentoring young girls at 100WomenInFinance (54:36) · The one thing to do differently in the next 90 days (59:00) Referenced Materials · Laxmi Ramanath LinkedIn · Laxmi Ramanath Twitter · La Meer, Inc. Website · La Meer, Inc. – RegTech100 2021 News Release · 100 Women in Finance · Premia – Professional Risk Managers’ In
S2 E36 · Tue, February 09, 2021
36. Building a Life and a Business without Limits with Stephanie Bogan, CEO and Founder, Limitless Adviser Coaching
Send us a text Today’s episode of In The Suite with Stephanie Bogan is all about upleveling your life. She has 27 years of experience working in advisory firms and corporate boardrooms, so she’s seen the evolution in technology, strategy, work culture first-hand. Stephanie is CEO and Founder of Educe Inc, where she established Limitless Adviser Coaching to help financial advisors and founders create bigger and better futures, and do it on their terms. “In the middle of our biggest challenges are our greatest teachers,” she says. Listen to this episode to understand the difference between inspired action and effort in action, why time is your greatest asset, and why focusing on the outcome and experience truly matters most. You won't want to miss Stephanie's genius framework for great decision making with The Four Pillars: Mindset, Methods, Momentum, Mapping. Join the conversation to hear about: Five frogs on a lily pad (02:55) 2020 was the year of the squeeze (05:30) How Stephanie started her career (07:55) The stress of success (10:30) Finding yourself and allowing the uplevel in life (15:30) Processing your challenges in a healthy way (22:40) Why Stephanie started Limitless Adviser Coaching (27:10) Studying the science of success and leadership (30:50) What is inspired action vs. effort in action? (36:05) Fight or flight in a business environment (40:40) Reframing your mind and upleveling your story (45:40) Creating a safe and open space for your children (49:05) Overcoming the crisis of confidence (52:00) Who is Limitless Adviser Coaching for? (55:50) The Four Pillars: Mindset, Methods, Momentum, Mapping (60:15) Stephanie walks us through the Plus Minus Line exercise (67:00) Focusing on what matters: the outcome and the experience (73:30) Why time us your great asset (76:55) What's your big Why? (80:50) Changing limiting stories so you can flourish (85:10) The Five Freedoms (90:00) Referenced Materials Stephanie Bogan - LinkedIn Stephanie Bogan - Twitter Limitless Adviser Coaching - Website My Thank You Letter to 2020 - by Stephanie Bogan, Article in InvestmentNews The Power of Practice Management: Best Practices for Building a Better Advisory Business - Matt Mat
S2 E35 · Sat, January 23, 2021
35. Finding Your Personal Voice and Speaking Up for Race, Gender Equity, and ESG with Sonya Dreizler, Solutions with Sonya
Send us a text Today In The Suite welcomes Sonya Dreizler, founder of Solutions with Sonya . Sonya is a leading industry consultant, speaker, and thought leader whose work focused on three main areas: Race, Gender Equality, and ESG. She works with RIAs, Broker/Dealers, and Custodians around the country and is a subject matter expert in ESG and responsible investing. In this episode, Sonya, a White-American professional, shares why diversity, equity, and inclusion matters and how organizations should reflect the race, ethnicity, and population of the U.S. census, not just entry-level but to the boardroom. It’s a modern view of the world formed by Sonya’s 14-year history of working in traditional financial and investment roles, including CEO of a Broker-Dealer and RIA, and 4 years as a consultant. “We should look like, and be from, the communities we look like and serve.” Long before the riots, Sonya spoke up about diversity in the workplace as a powerful voice for doing what’s right. Today, she fosters candid conversations about gender and race in financial services and consults with other companies and business leaders to create more inclusive workplaces. She has a passion to speak and write about issues and current events focused on diversity and race relations— an unequivocal drive for equity and justice for all . Join the conversation to hear about: The importance of race and gender in the workplace (5:41) Sonya’s early career in the financial services industry (7:34) Enjoying working in the back office (10:40) Sonya’s path to becoming the CEO of a Broker-Dealer (13:14) The Do Better Series: The Back Story & One Year Later (17:32) COVID-19 as an opportunity to reset (26:53) Three important phrases to use in situations of racial discrimination and harassment (30:05) The number one thing for women to do at conferences (35:40) How to bridge conversations around race (37:27) Sonya’s early exposure to Socially Responsible Investing (SRI) and ESG Sonya’s involvement with CUESA – Center for Urban Education about Sustainable Agriculture What it means to find your voice (51:20) How Sonya is present and stays grounded in her work (55:06) Referenced Materials: Solutions with Sonya Website Sonya Dreizler on Twitter Sonya Dreizler on LinkedIn Do Better Series To Get On Sonya’s Newsletter – Text “Solutions
S2 E34 · Sat, January 16, 2021
34. Building Strong Networks and Keeping It Real with Nina O'Neal, Partner, Investment Advisor, Archer Investment Management
Send us a text Today’s episode of In The Suite with Nina O’Neal will motivate you! Nina is Partner & Investment Advisor with Archer Investment Management , financial advisor, mother, wife, contributing author, Founder, the list keeps going. Nina is a sought out national thought leader and commentator on industry topics and trends who has been featured in multiple industry publications. “Define what success is to you and then just take measured steps to get there,” she says in this powerful episode. Life can be difficult and things can go awry but keep your eye on the prize. We are deeply inspired by Nina’s dedication to creating strong networks, serving to make the world a better place through access to financial knowledge. Nina has a sincere commitment when it comes to teaching young women and students about finances. Join us in this podcast episode to understand more about Nina’s journey to create a community as she juggles work and family. We talk about thought-provoking topics such as accepting that you can’t handle it all, why consistency is key when it comes to creating social media content for your company, and we even delve into the very personal reason why Nina jumped into the finance field in the first place. Join the conversation to hear about: Accept that you can’t handle it all (6:50) Being more than just someone’s financial advisor (10:45) Consistency is key (15:45) Why advisors need to use their own voice, not just the brand voice (17:25) The reason why Nina founded the Female Advisor Network (19:30) Going national and creating a membership network (23:35) Types of work environments in financial services (30:00) Rules of thumb for creating stronger networks with men (36:00) How men in finance have supported Nina’s career over the years (37:40) Learning to talk about her personal finance story (45:35) The personal and specific reason why Nina began in the finance field (48:00) How to get in touch with Nina (57:55) What is Nina’s superpower? (59:40) Referenced Materials Nina O’Neal - Twitter How I Invest My Money: Finance experts reveal how they save, spend, and invest Nina’s Tweet about men in financial services Female Advisor Network - Website Archer Investment Management <a href='https://www.youtube.com/playlist?list=PLo5958IVWvrGfv7D
S2 E33 · Thu, January 07, 2021
33. Catapulting Impact with Transformational Giving and Delusional Altruism with Kris Putnam-Walkerly, President of Putnam Consulting Group
Send us a text Today In The Suite welcomes Kris Putnam-Walkerly, President of Putnam Consulting Group , to the podcast. Kris is a philanthropy advisor, speaker, and award-winning author. Kris’s advice is well-saught after for those looking to deepen their philanthropic commitments. Her clients have included the J.M. Smucker Company, Charles and Helen Schwab Foundation, Blue Shield of California, and the Cleveland Foundation. As President of Putnam Consulting Group for more than 20 years, Kris has helped over 100 philanthropists strategically allocate over half a billion dollars in grants and gifts. In this episode, you’ll discover how to give to charity when you’re not sure where to start, finding joy in philanthropy and getting clear on your own boundaries, as well as thinking outside of the box for philanthropy. “You can give money, and that's very important, but you can also give your time, your talents. You can give the connections that you have, and the doors you can open for nonprofit leaders in your community,” says Kris. There’s a certain magic to giving. Ignite the flame of change for the issues that matter the most to you. Join the conversation to hear about: Philanthropy and what it means to be a philanthropist (05:30) How does the US compare to other countries for philanthropy? (09:30) Connecting with ultra-high net worth individuals (12:35) Scarcity mindset and investing in yourself (16:20) What is delusional altruism and how does it affect giving? (19:45) Kris’s favorite compliment about her book from her husband (25:35) Investing in non-profit organizations so that they can thrive (27:20) How Covid and working from home has changed work culture (31:45) Benefits of coordinated giving in a community (35:20) How to give to charity when you’re not sure where to start (39:10) Joy in philanthropy and getting clear on your own boundaries (44:00) Delving into why how you give matters (47:25) Thinking outside of the box for philanthropy (52:45) What is Kris’s superpower? (58:45) Referenced Materials Kris Putnam-Walkerly - Twitter Kris Putnam-Walkerly - LinkedIn Delusional Altruism: Why Philanthropists Fail To Achieve Change and What They Can Do To Transform Giving Confident Giving: Sage Advice for Funders from One of Philanthropy's Top
S1 E32 · Thu, December 24, 2020
32. Walking Through the Doors of Expert Journalism with Chelsea Emery, Senior Editor at Deke Digital
Send us a text It’s an honor to welcome Chelsea Emery, accomplished journalist and highly respected editor, to In The Suite . Chelsea Emery is Senior Editor at Deke Digital , an expert news solutions company that powers national, business and trade news pieces with expert insights, data, and intuition. “Events are changing, media is changing, social media is changing,” says Chelsea. In this episode we chat about how to make it to that next stepping stone of life, channeling the “this too shall pass” motto during tough times, and the impact of news and information in an ever-increasingly tech-driven world. Chelsea Emery’s resume is impressive not only because of her experience but because of the sheer variety—from accepting a role to work alongside a visionary founder and innovative, expert news engine known as Deke Digital, to running an award-winning trade news platform at FinancialPlanning, to teaching Japanese after living in Japan. “Walk through the open doors. They're there all the time, and you don't necessarily see them,” Chelsea says. Perhaps that’s how she shifted and steered her roles over her career, with eyes and ears open, always listening for that soft whisper of the winds of change, and opportunity. As you’ll discover in this episode, Chelsea has the magic of movement, of keeping her eyes open to undiscovered opportunities, and then charging right into the door to absorb what awaits. Join the conversation to hear about: Embracing every aspect of change (06:00) Being willing to throw yourself through the open doors of life (09:00) How Chelsea got her job at Bloomberg (12:40) What qualities make for a really good reporter? (14:40) Talking about the value of money with your children (18:00) What’s Deke all about? (20:30) Determining ROI of content (25:05) Developing new tech tools (30:00) The best thing you can do right now as a leader (31:25) What is breaking news? (33:10) The most important thing Chelsea found in building her career (37:45) Channeling the “this too shall pass” motto during tough times (39:50) What is Chelsea’s superpower, mantra, or ritual? (44:15) Referenced Materials Chelsea Emery - LinkedIn Chelsea Emery - Twitter Deke Digital - Website Deke Digital - LinkedIn Financial Planning - Website Bloomberg - Website 🤩 T
S1 E31 · Thu, December 17, 2020
31. Building a FinTech Solution to Help Solve the Other Parts of Retirement Planning with Sheryl O’Connor, CEO & Co-Founder of IncomeConductor®
Send us a text Today’s episode of In The Suite with Sheryl O'Connor is all about retirement and finance. Sheryl comes with 25 years of experience in the financial services industry. She’s a CEO and Founder of a SaaS product called IncomeConductor® . She has earned a notable list of accolades such as being listed as a 2020 inspiring fintech female in the founder division for NYC FinTech Women. She’s a Board Member for the Connecticut Technology Council (CTC), a senior member of Women in Finance Association/WIFA, and more. Above all, Sheryl has an intense caring and kindness that you can pick up on right away. She cares for people, the world, not just family or clients. You can tell because she personally invites listeners to contact her with open arms with questions. You won’t want to skip this exciting and necessary discussion. In this podcast episode, Sheryl shares utterly insightful information on all things retirement, from why you should interview your financial advisor to the reality of aging, retirement, medical costs in the 21st century. She is an inspiration and we’ll leave you with this nugget from the podcast “Just open your mind up and be a lifelong learner, shut the TV off, get outside,” Sheryl says. Join the conversation to hear about: How Sheryl got her start in retirement planning and financial services (06:40) Sheryl’s parents and the reality of aging, retirement, medical costs (11:10) The 401k generation and rising cost of health care (17:35) Commission vs. fee-based financial advisors (20:45) What is a dual registered advisor? (24:50) RICP and CFP (28:00) How to use IncomeConductor®: no two retirements at the same (28:50) Why you should interview your financial advisor (32:15) All about the 4% rule (34:40) Has retirement planning philosophy changed? (40:30) What it’s like for Sheryl to work with her son (43:40) Why communication is such an important skill to have (47:25) Instilling lifelong learning in your children and own life (51:40) Sheryl’s superpower and guiding principle (55:30) Referenced Materials Sheryl O’Connor - LinkedIn IncomeConductor® - Website IncomeConductor® - Contact Page IncomeConductor® - Twitter 2020 Inspiring Fintech Females <a href='https://www.aaii.com/journal/article/insights-on-using-the-withdrawal-
S1 E30 · Fri, December 11, 2020
30. Going Above and Beyond to Serve the Needs of the People and Advisors with Maree Moscati, CEO of Copytalk
Send us a text Today’s episode of In The Suite with Maree Moscati, CEO of Copytalk , is an inspiring one that you won’t want to miss! Maree is a leader in the financial services industry with over 30 years of experience and is the poster child for going all-in and finding something that ignites your passion. In this episode, she has so much sage advice on how to be a better person and leader. Maree is CEO of Copytalk, a mobile scribe transcription service that makes documenting your important information faster and easier than ever before. From CRM and API integrations to macros to fresh tech, Copytalk is making strides with Maree at the wheel. Whether she’s working with a financial advisor, an auditor, her live transcriptionists, in-house customer success team, IT team, and to other women in financial services, she is truly a servant of all people In The Suite. Maree is an icon with experience and qualifications that ooze from her essence. She holds FINRA Series 24, 7, & 63 licenses, has won coveted awards, and is one of the most celebrated female leaders in financial services. Maree is a proud mama and Soul Cycle fan! You won’t want to miss this valuable episode. Join the conversation to hear about: Intro to Maree (0:50) How Maree started in the fintech industry (06:05) Bringing back the “keep it simple” mantra (12:50) Documentation is not just for facts, it’s for relationship building (18:00) Copytalk’s announcement for a helpful copyrighted template (25:50) New Copytalk projects: language transcription and closed captioning (28:40) The power of live transcriptionists (33:40) Building a collaborative and connected team environment (37:15) Voice recognition and Copytalk’s “operator” feature (43:05) Maree’s deep passion for the FinTech industry (48:55) Moving up the ranks in the financial world (53:00) The power of supporting men and women in the industry (55:15) What Maree’s superpower is (62:10) Referenced Materials Maree Moscati - LinkedIn Maree Moscati - Twitter Copytalk - Website Copytalk - Dynamic Women Copytalk Reg-BI Dictation Template Syncworks - Trusted and Experienced Sync Experts 🤩 Thanks for listening , we appreciate your support and 5-star reviews of our show!!! ❤️ Please follow us on Instagram https://ww
S1 E29 · Fri, December 04, 2020
29. The Importance of Race, Mental Health, and Conducting DEI Workshops in the Workplace with Dr. Virletta Bryant, The Art of Healing Center
Send us a text We’re thrilled to welcome Dr. Virletta Bryant In The Suite . This week’s episode is a slight departure as we focus on topics such as race, mental health, trauma, and more. Dr. Bryant is a licensed clinical social worker and licensed Mental Health Service Provider who has taught at Coppin State University and Washington Adventist University for 20 years combined. This episode is powerful as Dr. Virletta Bryant gives us mighty tips to understand how our brains work, how our bodies work, and how to understand the emotions behind getting triggered. We also dive into trauma, generational trauma, and how to host impactful conversations about race. "The same way that you experience it is the same way that you begin to heal from it. There's only one way and that's through it," Dr. Virletta Bryant tells us so eloquently. During this episode, we ask Dr. Bryant to teach us how to have productive discussions about race in the workplace and build more inclusive cultures with remote teams, using her "Create a Culture of Belonging" DEI training that she did with our team at C-Suite Social Media. The overall effect was transformational and brought us much closer together. If you would like more information on Dr. Bryant's corporate workshops for DEI - Diversity Equity and Inclusion Training - delivered over Zoom meeting, you can visit The Art of Healing Center to learn more. If you are struggling with women's issues, trauma, relationships, grief, anxiety, or major life changes, consider Dr. Bryant’s The Art of Healing Center to cope with many of life’s challenges. She provides women, and their loved ones with a wide range of psychological services in Washington, D.C. area. She also offers consulting services to different businesses and to different organizations. Don’t miss this episode! Join the conversation to hear about: A warm welcome to Dr. Virletta Bryant (09:00) How Dr. Virletta Bryant approaches mental health services (12:15) The heaviness of collective trauma (16:30) Working on the things that we fear the most (21:55) Team building conversations about race (25:50) Discussing emotions and important topics in your relationships (30:30) Imposter syndrome and why you have to “show up” (34:10) How Dr. Bryant approaches individual client and corporate clients (39:00) What does getting triggered do to your body? (42:00) Follow this simple breathing exercise to raises your awareness (46:15) What is cross-generational trauma? (51:00) How to reframe your mindset constructively (54:00) How you can get in touch with Dr. Bryant (58:55) What is D
S1 E28 · Fri, November 27, 2020
28. Reinventing your Career Journey, Taking Risks, Getting Creative and Finding Joy in Giving Back with Suzanne Siracuse, Suzanne Siracuse Consulting, LLC
Send us a text Today’s episode of In The Suite is with Suzanne Siracuse, a CEO, Founder, and leading industry consultant with a huge heart and passion for advocacy, innovation, and volunteering. She has 20+ years of experience in wealth management and the financial services industry. She's an advocate for women, diversity and inclusion, and believes in the power of creativity. She’s a lover of animals and The Beatles! Suzanne is CEO and Founder of Suzanne Siracuse Consulting Services, LLC where she advises financial services firms on innovative business strategies, financial literacy, next gen talent, and distinctive marketing programs and impactful advocacy initiatives around diversity. She spent 23 years at InvestmentNews in her roles as Publisher and then CEO. She has a fantastic piece of advice to keep in mind for anyone at any stage of their career. “One of the big lessons that I've learned is that your definition of success is going to change throughout your career,” Suzanne tells us. As a leading industry consultant with her own business and podcast, don’t miss Suzanne’s tips throughout the episode! Join the conversation to hear about: A huge welcome to Suzanne (04:20) Suzanne’s career path and origin story (10:00) Creating a diversity panel at T3 Advisor Conference (17:25) Women helping women and helping people when they need it (23:05) The power of enlisting a personal advisory board (25:15) The changes Suzanne went through after starting her business (31:55) Why you need to check in with yourself (37:00) How feedback from your close inner circle can empower you (40:30) Change your mind, change your mindset (44:45) Why having subject matter knowledge is so imperative (50:45) Why Suzanne believes so much in giving back (57:10) How to get in touch with Suzanne (63:15) Suzanne tells us what her superpower is! (65:40) Referenced Materials Suzanne Siracuse Consulting - Website Suzanne Siracuse - LinkedIn Suzanne Siracuse - Twitter The Big Reveal Podcast T3 Technology Tools for Today - Joel Bruckenstein INVENT Elite Wealth Management Consulting #ItzOnWealthTech Ep. 43: Female Leaders in Technolo
S1 E27 · Fri, November 20, 2020
27. Transforming Businesses by Being Both Problem Solver and Challenger with Jennifer Goldman, CFP®, Jennifer Goldman Consulting
Send us a text Today’s episode of In The Suite with Jennifer Goldman, CFP®. Jen is a problem solver and a process geek with more than 30 years of experience transforming service businesses within the finance industry. She’s a mom, wife, and schools activist with a huge heart for community, service, and volunteering. “You've got to follow your passion, and what you absolutely love to do,” says Jen. Jen has been published in several magazines, taught workshops, and spoken at several national conferences such as T3 Technology Tools for Today , Journal of Financial Planning , Investment News , Inside Information, The Trust Advisor, FPA , NAPFA , and more. In this podcast episode, Jen talks about how to create a life career mission statement, why protecting your time is so essential, and so much more. She’s a woman of strategy, systems, and execution with a passion to help more consumers reach financial freedom. Be sure to listen to the full episode! Join the conversation to hear about: Changes in technology since the start of COVID (06:10) Shifting toward permanent acceptance of a virtual business model (10:15) Why Jennifer chose to scale back her business (15:00) Why it’s easier to make choices if you have a vision for the future (20:55) The end of the “Yes” person (27:50) Transforming the people within the business (32:25) How to create a life career mission statement (36:50) What consulting with Jen looks like (39:10) Why protecting your time is so essential (45:10) Jen tells us about what it was like to create her educational courses (47:30) How to get in touch with Jennifer (54:00) What Jen’s superpower is! (58:00) Referenced Materials Jennifer Goldman CFP® Consulting Jennifer Goldman CFP® - LinkedIn Jennifer Goldman CFP® - Twitter Jennifer Goldman CFP® Business Operations Online Courses "The Challenger Sale: Take Control of the Customer Conversation" by Matthew Dixon and Brent Adamson, Book on Amazon <a href='https://www.kitces.com/blog/jennifer-goldman-consulting-operations-practice-management-workflow-process-advisor-crm-tech-con
S1 E26 · Thu, November 12, 2020
26. Inspiring Personal Financial Responsibility and Leadership in Life Insurance with Faisa Stafford, LUTCF, SHRM-SCP, President & CEO Life Happens
Send us a text It’s a joy to welcome our guest, Faisa Stafford, LUTCF, SHRM-SCP to In The Suite . She’s a leader, a Mom, and a CEO who is passionate about streamlining processes to better serve the industry and Life Happens’ members. Prior to her role as Life Happens CEO and President, she served as the COO and CFO for more than 10 years. As the company’s first female CEO, Faisa has seen Life Happens grow from every angle. She’s worked at Life Happens since 2003 back when it was called The LIFE Foundation, a small non-profit fledgling working its way to fly out of the nest with the other birds of prey. Well, they flew the coop big-time! Now Life Happens has Brooke Shields as a spokesperson. Faisa Stafford is Chief Executive Officer of Life Happens , a nonprofit organization that helps consumers take personal financial responsibility with life insurance. Faisa balances leadership, direction, and coordination of the Life Happens non-profit while serving the Life Happens board and its stakeholders. Faisa dives into what’s it’s like being a woman of color in a male-dominated FinServ industry. “At some point, my work was bigger than what I look like,” she says. If you want to understand more about being a woman in finance and about why this is the best time ever to get life insurance, listen to this episode! Join the conversation to hear about: A warm welcome to Faisa Stafford (04:30) Why life insurance speaks to stability (08:15) Working with Brooke Shields as the Life Happens spokesperson (10:25) How can we emerge stronger and more resilient after a crisis (15:05) Faisa’s advice for determining your life insurance policy (19:25) Why financial literacy starts at home (25:45) Empowering young adults with the Life Lessons Scholarship Program (29:10) Faisa tells us about her LUTCF, SHRM-SCP credentials (36:25) The importance of adding new skill sets to your career (42:45) Becoming yourself in a male-dominated industry (46:30) Working successfully in a virtual environment (54:00) Faisa introduces us to her superpower: box breathing! (56:35) Referenced Materials Faisa Stafford - LinkedIn Faisa Stafford - Twitter Life Happens Website Life Happens - Choose an Agent Life Lessons Scholarship Program - Life Happens <a href='https://www.youtube.com/watch?v=A
S1 E25 · Tue, November 03, 2020
25. Finding Your Voice and Becoming a Thought-Leader with Marie Swift, President and CEO of Impact Communications
Send us a text Today’s episode of In The Suite welcomes Marie Swift. Marie has been growing her expertise in communications and marketing for over 20 years. Marie Swift is President and CEO of Impact Communications . She has spoken at major industry conferences such as IAA, FPA and NAPFA events. She even established her own conference called the Advisor Thought Leader Summit, now in its third year. Marie is known for bringing some of the industry's best and brightest voices together for dialogue and debate. She seeks to welcome others into the suite with open arms, allowing them to learn, discover, and grow. In this podcast episode, Marie shares how she got started in the finance industry, why credibility marketing is a necessity, and what it has been like seeing the industry change and shift toward the next generation. Join the conversation to hear about: Marie talks about life in March before COVID hit (03:50) Updates on the future of T3 Advisor & T3 Enterprise Conferences (08:20) All about the Advisor Thought Leader Summit (11:50) Almost like magic - Marie’s origin story (19:10) How to make a difference and find your voice (26:05) Diversity and inclusion in the finance profession (29:30) What is credibility marketing? (36:00) Showing up online with something to say (40:50) The different types of content to show your true colors (43:30) Why you need to be kind to yourself (49:15) What it’s like for Marie to work with her son, Jonny Swift (56:10) Why Marie loves the Wonder Woman yoga pose (61:40) Referenced Materials Impact Communications, Inc. - Website Marie Swift - Twitter Marie Swift - LinkedIn Advisor Thought Leader Summit Joel Bruckenstein’s T3 Advisor & Enterprise Conference Joel Bruckenstein Twitter Julie Littlechild and Steve Wershing Becoming Referable Podcast Mindset Mastery Podcast by NAPFA Snappy Kraken Website Snappy Kraken Digital Marketing for Fi
S1 E24 · Tue, October 20, 2020
24. Blogging About Food, Fashion, and Wine and Co-Starring on YouTube with Rosa Chalekian, Vice President of Operations Lake Avenue Financial
Send us a text Today’s episode of In The Suite with Rosa Chalekian is a can’t-miss. Rosa and I have been friends for years, always crossing paths since we’re in the financial circuit. Rosa is a blogger, lifestyle fashionista, future sommelier, wife, mother, and Vice President of Operations at Lake Avenue Financial and co-host of “The Chalekians” on YouTube along with her husband Alex, Founder and CEO at Lake Avenue Financial. Rosa does a bit of everything, with her own beautiful and dazzling personal style, and brings us into her daily life as she does it. It’s an episode that is both delightful and fun. Rosa has fantastic insights on a lot of subjects including parenting and how she and her husband Alex educate their three sons to make wise choices with their money in order to establish a foundation for independence and a strong work ethic. We also talk about Rosa’s unexpected origin story into the world of finance #WaitForIt at Alex’s invitation. Join the conversation to hear about: Rosa’s origin story on how financial services unexpectedly found her (6:45) What it’s like working with her husband at Lake Avenue Financial (12:40) Raising a blended family: two college-aged and a high school freshman (16:00) The genesis of creating “The Chalekians” YouTube channel with her husband Alex (20:20) Learning Mexican family recipes and home cooking (24:20) Alex’s viral Tweet ( yes, that viral tweet ) calling out inappropriate behavior out towards women and minorities (27:00) How Rosa and Alex teach the value of money to their children (41:15) Why community college is an excellent option (45:50) What Rosa’s superpower is! (52:15) Rosa’s favorite wine and goals to become a sommelier (53:05) Referenced Materials Rosa Chalekian - Website Rosa Chalekian - LinkedIn Rosa Chalekian - Instagram “The Chalekians” - YouTube Lake Avenue Financial - Website Alex’s Viral Tweet 🤩 Th
S1 E23 · Thu, October 08, 2020
23. Being All-In and Iterating Towards Excellence with Shannon Spotswood, President of RFG Advisory
Send us a text Today’s episode of In The Suite with Shannon Spotswood brings me back to the glory days when we first met at the Orion’s Fuse Hackathon in Park City, Utah. Surrounded by teams of resilient coders and developers pulling all-nighters against the backdrop of the majestic mountains of Park City felt like a reality TV show⸺with Shannon and I playing supporting roles as judges, taking power walks to the set of The Fuse House. Fast forward nearly 5 years later and Shannon’s career is still energized. As President of RFG Advisory , a hybrid RIA, multi custodial, based in Birmingham, Alabama, Shannon was presented with an amazing opportunity to help build RFG 2.0 with her partner Bobby White, Chairman and CEO of RFG Advisory. It was a chance encounter of what she describes as a quest to “seek the intangible.” But in true reality show format, it started out simply as a filler-meeting with Bobby marked by the proverbial, ideas engraved on a cocktail napkin. At the time of this interview, RFG has 55 independent advisors in 14 locations across the United States with $2.2 billion and growing. Rick Wedell, RFG’s Chief Investment Officer, also joined the C-suite at RFG as a partner creating the ideal trifecta of Bobby, Shannon, and Rick. “We're never trying to make it perfect. We just want to keep iterating towards excellence,” says Shannon. In this podcast episode, Shannon shares some of her guiding philosophies in her professional life at RFG and at home, being a wife and a mother of 3 children. She also takes me by complete surprise in talking about hitting a wall in her career which led to a major pivot in her personal life. It was a moment I didn’t expect but one we can all relate to, right? “Either you’re all in or you’re not,” Shannon declares. They are unforgettable words-to-live-by Shannon Spotswood, In The Suite. Join the conversation to hear about: Fond memories of how Shannon and Tina met (5:05) How a crisis can lead to inspiration and innovation (8:45) Meeting her business partner, Bobby White, Chairman & CEO of RFG Advisory (10:00) Building the RIA of the future (11:30) The power of the commitment to be all in (24:40) Finding what lights your fire (32:40) Describing building RFG 2.0 with her partners Bobby White and Rick Wedell (35:20) Building a collaborative workplace and work culture (38:20) Unleash the entrepreneurial spirit at your firm (43:50) Why this is the most exciting time in wealth management (48:00) Careers and getting hired as a women in a male-dominated industry (52:05) What is Shannon’s magical superpower? (58
S1 E22 · Thu, October 01, 2020
22. How to Own Your Yes and Your Worth with Velera Wilson, Public Speaker and Author of the book, “You’re Absolutely Worth It”
Send us a text This week In The Suite welcomes Velera Wilson into the guest chair. Velera is a powerhouse author, speaker and coach with 15 years of marketing strategy experience working at Fortune 500 companies. As a champion of women, Velera is committed to helping ambitious women lead with confidence in relationships, careers and everyday life. In fact, Velera received industry-wide recognition when she was named as a Money 20/20 USA Rise Up Woman in 2018. In her latest book, “ You’re Absolutely Worth It ,” Velera is speaking to those ambitious women she’s mentored and coached throughout her career who silently battle with self-doubt. Using her own experience in Corporate America, Velera unpacks how to move past negative internal chatter and begin to own your greatness. In our discussion, Velera dives into what causes self-doubt, along with her process for shifting past it; how she’s successfully navigated corporate settings; and how all women can start to build their personal brand – even when they’re feeling timid. Join the discussion to hear about: The inspiration behind “You’re Absolutely Worth It” (4:18) Why so many high-performing women struggle with self-doubt (7:30) The three things that hinder or propel us throughout our lives (9:20) How Velera managed to move past her own feelings of insecurity and self-doubt (16:52) What Velera learned working at AT&T (18:55) Tips and tricks for navigating the unknown of your career (23:08) Why it doesn’t matter how small or big an organization is when it comes to achieving success (24:15) The Kenny Roger’s approved career guidance (27:00) How to start moving past limiting beliefs and self-doubt into a positive direction (31:02) How to get involved as a mentor or mentee in the National Black MBA Association (35:36) What to do to improve your personal branding – even as an introvert (41:21) What Velera uses to tap into her own superpower (50:11) Referenced Materials Velera Wilson - Website Velerea Wilson - LinkedIn Velera Wilson - Twitter Velera Wilson - Instagram You're Absolutely Worth It: Release Self-Doubt, Embrace Confidence and Own Your Yes Book - Website <a href='https://www.amazon.c
S1 E21 · Fri, September 25, 2020
21. Healing, Growing, and Thriving Through Divorce and Separation with Lori Lustberg, CFP®, CDFA™, JD, at Pathway Financial Advisors
Send us a text It’s an honor to welcome Lori Lustberg, CFP®, CDFA™, JD to In the Suite today. Lori shares her personal story about divorce and how she found her purpose in life as a financial planner working with women, and leading them through growth and transformation. Lori is an incredible inspiration, and a woman who embodies the gift of a beautiful mind and heart and I’ve seen it over the last 36 years. Lori is a CERTIFIED FINANCIAL PLANNER™ and Certified Divorce Financial Analyst® at Pathway Financial Advisors . Lori knows how the power of financial planning can transform lives. She’s a co-author and editor of a book. Don’t forget she’s also a JD, Juris Doctor. Is there anything Lori can’t do? In this podcast episode, Lori teaches us about life after divorce and the light at the end of the tunnel. There is hope, inspiration, and resilience in this podcast episode. Join the conversation to hear about: What Lori has been up to since she and Tina graduated from high school (3:50) The psychological and emotional implications around finances (6:30) What brings Lori’s life meaning (10:00) How she navigated divorce and post-partum depression (13:00) Healing wounds and seeking meaningful relationships with people (18:30) What Lori recommends as a starting place if you’re thinking about divorce (26:25) The types of cases Lori prefers taking and why (31:00) How different court systems within a state varies (35:00) Lori explains what a collaborative divorce is (40:40) For anyone wondering “how much is this going to cost me?” (46:35) The true power of vulnerability and opening yourself up for help (50:00) Encouragement and feeling like you belong (54:20) Lori shares her special superpower! (58:30) Referenced Materials Lori Lustberg, CFP®, CDFA™, JD - LinkedIn Lori Lustberg, CFP®, CDFA™, JD- Twitter Divorce and Separation Vermont: A practical guide to making smart decisions (Divorce Books America) - Amazon Divorce and Separation: A practical guide to making smart decisions (Vermont edition) - Website Association of Divorce Financial Planners Lori Lustberg, CFP®, CDFA™, JD- Pathway Financial Advisors Website <a href='https://www.amazon.com/Living-Together-Separating-Divorcing-S
S1 E20 · Sat, September 19, 2020
20: Nailing Your Next Negotiation and Leaving a Legacy with Zaneilia Harris, CFP®, President, Harris & Harris Wealth Management, LLC
Send us a text Today we’re excited to welcome Zaneilia Harris, CFP® into In The Suite . Zaneilia is President of Harris & Harris Wealth Management Group, LLC , author of the book, Finance 'n Stilettos: Money Matter for the Well-Heeled Woman . Zaneilia brings a wealth of knowledge gained from her more than 25 years of experience in the financial and accounting industry. Her expertise has been featured in prominent publications and media outlets such as the Wall Street Journal, CNBC, US News & World Report, Forbes, Today Money, Women’s Day, Essence, Black Enterprise, Women’s Wear Daily, and PBS. She resides in a Maryland suburb just outside of Washington, DC, with her husband and daughter. Zaneilia has a zest for all things finance, from inspiring her daughter to save for college and aim for greatness from empowering women to live and define the legacy they wish to leave. For mothers of daughters, Zaneilia offers her personal advice on how to start discussing money with the next generation. She's a true inspiration for all women on how to break behaviors and create legacies to empower future generations of women and young girls In The Suite. In this episode, we also talk about microaggressions in life and in the workplace and have an open dialogue about the lack of Black women CEOs, toxicity from microaggressions, and facing health issues due to stress. Furthermore, Zaneilia shares her strategies on how to negotiate to get what you want. She advises women not to go into negotiations empty-handed; rather, do your research extensively. Research about the position, research about what others are being paid for that opportunity. Ultimately, she advises women to ask for what they deserve; it's about realigning your career to meet your values. Zaneilia teaches us it’s never too late to face the path of your dreams rather than diverting further and further from it. Join the conversation to hear about: Microaggressions and the lack of Black women CEOs (6:00) Encountering corporate trauma and emotional trauma (8:45) Why Zaneilia dedicated her 30s to growth and health (15:25) How to empower the next generation by having conversations about money (18:15) Why Zaneilia wrote her book, Finance 'n Stilettos (26:50) Zaneilia’s advice on nailing your next negotiation (32:30) Ask for what you want (35:30) Why having a child changes the way you look at the world (38:25) Taking control and recognizing that money is a tool (40:30) What Zaneilia wants her legacy to be (43:50) Where you can find Zaneilia on social media (49:35) Zanei
S1 E19 · Thu, September 10, 2020
19. Building Great Teams and Creating a Culture of Innovation with Kelly Waltrich, Chief Marketing Officer of Orion Advisor Solutions
Send us a text Today we’re excited to welcome Kelly Waltrich into In The Suite . There’s so much to talk about in this episode. Kelly is Chief Marketing Officer of Orion Advisor Solutions. At Orion Advisor Solutions , they help advisors find success by offering personalized financial management continuum, including advisor technology and investment solutions. Kelly is like a butterfly. There’s art in the metamorphosis. There’s beauty in change. Kelly believes in adapting to change as it comes, which it inevitably will. Change is always looming, always near. Just be ready for it. You’ll hear Kelly talk about “change all day every day” and the conversation that made a gigantic impact on her first week at Orion. Join the conversation to hear about: Kelly beliefs about building trust with your peers (5:55) How to hire and find the right people (8:20) Ways the Orion workflow has shifted since COVID (12:30) Latest big news and updates at Orion (17:10) Thinking about the steps of the Orion client journey (19:20) Orion’s unique spin to content (24:00) Hosting events in a post-COVID world (26:45) Why you need to design your own career path (30:20) The reason why welcoming change is so important (36:00) Why we should lift each other up and build your community (43:50) How a conversation changed Kelly’s life (46:10) Tips on staying connected with your team and showing you care (51:40) How Kelly champions her superpower every day (56:20) Referenced Materials Orion Advisor Tech - Website Orion Ascent Conference 2021 - August 30 - September 2, 2021 Orion Advisor Tech - Twitter Kelly Waltrich - Twitter Kelly Waltrich - LinkedIn 🤩 Thanks for listening , we appreciate your support and 5-star reviews of our show!!! ❤️ Please follow us on Instagram https://www.instagram.com/inthesuitepod/ 📧 Want to get in touch? Email me at tina@growintentionally.com
S1 E18 · Fri, August 28, 2020
18. Rising Up with Mindset, Marketing, Money and Media with Marsha Guerrier, Founder and CEO of HerSuiteSpot
Send us a text Today we’re excited to welcome Marsha Guerrier into In the Suite. Marsha is a multi-hyphenate businesswoman who, while having a full-time career in Financial Technology, also manages to be a bestselling author, speaker, business coach, and CEO of HerSuiteSpot. For the past seven years, Marsha has produced the HerRise Conference , formerly called The Women on the Rise Forum & Expo. She created the conference after observing friends and women she mentored who wanted to progress in their careers but became stuck as they figured out how. The conference – this year taking place virtually on October 9th and 10th – is thus geared towards advancing women of color leaders, entrepreneurs, executives and their allies in their careers and businesses. Marsha organizes her life around four main pillars: mindset, marketing, money and media. In our discussion, Marsha speaks to how she continues to do this through all of the many things and people she touches, including the non-profit she runs, the Yva Jourdan Foundation. Join the conversation to hear about: Marsha's tip of the day for In The Suite listeners (4:45) How you can experiment with new media forms for your business (6:57) The impetus of Marsha starting HerSuiteSpot (8:52) Why giving away micro grants to budding entrepreneurs can be life-changing (17:50) The answer to whether you should start your own foundation (25:15) The secret to how Marsha is also a three-times bestselling author (29:42) How Marsha went from a corporate job in high school to working in fast food to being a multihyphenate businesswoman (34:55) A day in the life of Marsha Guerrier (38:34) How Marsha champions her superpower and gets it all done (42:47) Referenced Materials Marsha Guerrier's LinkedIn Marsha Guerrier's Twitter HerSuiteSpot HerRise Conference 🤩 Thanks for listening , we appreciate your support and 5-star reviews of our show!!! ❤️ Please follow us on Instagram https://www.instagram.com/inthesuitepod/ 📧 Want to get in touch? Email me at tina@growintentionally.com
S1 E17 · Tue, August 25, 2020
17. Longevity and Evolving for Nearly Half a Century in Financial Services with Keena Pettijohn, CEO and Founder of Lifelogixs
Send us a text This week In The Suite welcomes Keena Pettijohn into the guest chair. Keena has navigated her career for nearly half a century. She made a revolutionary move away from all the tech solutions, instead focusing on establishing conversations as an opportunity to create a result. She has an almost clairvoyant capacity to recognize the moment to jump ship, breaking patterns and barriers as she does it. She has such a long career and resume, which she breaks down in the podcast episode. Now, Keena is the CEO and Founder of Lifelogixs , a strategic consultancy firm that embraces holistic technology solutions, transforming an Advisor into a “Life Coach” by addressing the wealth, health, and happiness needs of the clients they serve. In our discussion, you’ll discover some of Keena’s best advice for establishing a career that you can grow with for years to come. She has deep expertise in how to stay relevant and maintain a career that can last a long time in a world where things are designed to break down. You will love hearing what she has to say about why she decided to work for herself, her thoughts on lifelong learning, as well as the importance of breaking patterns. You’ll want to write notes for this episode, it’s chock full of amazing advice. Join the conversation to hear about: How Keena first embarked on her business journey (6:25) The elements that attracted Keena to the profession (9:30) The three industries she was first recommended to start in (12:40) Creating a confidential data profile (18:40) Her biggest takeaway for being ahead of the curve and on top of trends (22:00) The importance of finding and breaking the patterns (26:20) Why Keena decided to work for herself (31:30) How she got into Lifelogixs and learned the technology (38:50) Lifelong learning and why you always should look for new information (43:30) Keena walks us through the innovation lab experience (50:00) Figuring out social media and the virtual world (55:00) What Keena is focusing on and working on next (61:10) Referenced Material Keena Pettijohn - LinkedIn Keena Pettijohn - Twitter Lifelogixs website Bank Insurance & Securities Association (BISA) 🤩 Thanks for listening , we appreciate your support and 5-star reviews of our show!!! ❤️ Please follow us on Instagram https://www.instagram.com/inthesuitepod/ 📧 Want to get in touch? Email me at tina@growintentionally
S1 E16 · Thu, August 13, 2020
16. Using Artificial Intelligence, Machine Learning, and The Art of the Pivot to Eliminate Bad Debt with Nami Baral, Founder and CEO of Harvest Platform
Send us a text Today In The Suite welcomes Nami Baral, Founder and CEO of Harvest Platform. Nami is an innovative and ambitious woman who finds herself at a unique point in time: a FinTech founder working at the intersection of finance and technology. And as an investment banker turned executive turned female founder, Nami has illustrated through her career the beauty of the pivot. In our discussion, Nami walks us through each major shift she’s made in her career and how all of her previous chapters helped write the one she’s currently in with Harvest Platform. Nami created Harvest Platform to support the average American, who is riddled with debt. Backed by a group of powerhouse investors, Harvest Platform uses AI & automation to help users reduce bank fees, credit card charges and more, to ultimately increase net worth & achieve financial stability. With a wealth of experience making challenging career choices, Nami shares her wisdom for how women at every stage of their career can walk the tight rope of being a woman and being successful in the business world. Her story is an undeniable testament to how living life on passion and purpose always grants you a seat In The Suite. Join the conversation to hear more about: How medicine brought Nami from Nepal to New York (5:20) Why Nami believes the recession we’re in right now is markedly different from years’ past (8:37) Advice on where new grads can take their career (12:00) Nami’s experience at Twitter, working under Jack Dorsey (15:30) How a female leader gets on the radar of someone like Jack Dorsey and benefits from their leadership (18:36) Why Nami believes that each of her unique career chapters was needed to launch Harvest Platform (24:40) How Harvest Platform tackles an oft ignored financial area (31:05) The leading indicator of financial health that is at the center of Harvest Platform (33:14) Why success stories are integral for start ups and the ones Harvest Platform has heard (40:45) The debt distinction Americans would benefit from understanding (46:00) How you know you have what it takes to be a founder (53:07) The psychological and physical things Nami leans on for strength (58:39) Referenced Material: Nami Baral - Twitter Nami Baral - LinkedIn Nami Baral - NYC FinTech Women Harvest Platform Harvest Platform - Twitter <a href='https://www.hbs.edu/Pages/default.aspx'
S1 E15 · Tue, August 11, 2020
15. Solving the Talent Crisis with Generation Next, Diversity, and Inclusivity with Kate Healy, Managing Director at TD Ameritrade Institutional
Send us a text This week In The Suite welcomes Kate Healy into the guest chair. As the managing director of Generation Next at TD Ameritrade Institutional, Kate supports current and future Registered Investment Advisors (RIAs) and independent financial advisors. She’s a woman who wants to help others empower themselves in their careers, whether that’s positioning themself for a new position or her philanthropic efforts to offer financial advice to those who can’t access it. She talks about growing up always knowing she wanted to be involved with money in some way. Kate navigated her way through different careers and found a way to make it to the top while helping others around her succeed too. Kate says people ought to seek out the job that's going to help you learn the most. When you're first graduating or starting a career, you don't always know what that's going to be, so that’s part of the discovery process. In our discussion, you’ll discover some of Kate’s best secrets and top strategies to grow a great business, build a strong brand, and lead teams in the 21st century. You'll enjoy hearing her personal stories of triumph, trepidation, and transformation in hopes of becoming a better leader ourselves. Join the conversation to hear about: How Kate first established her career (7:00) What Kate always tells people about dealing with roles and client expectations (12:40) The importance of getting thrown into the fire in order to learn (16:20) How she used her finance experience as a marketer (19:00) Why marketing is important and beneficial to push a brand forward (21:00) Interns are the future (26:30) How the financial industry has grown over the years (29:00) Kate explains TD Ameritrade’s cutting-edge next steps (31:45) Being intentional about figuring out your career path (37:30) How to create a new role at your current job (43:00) Why Kate is so passionate about financial planning support (48:00) The one thing Kate wishes she’d known when she first started her career (53:30) How mentorship has changed and will change due to COVID (58:20) Kate shares what her superpower trait is (64:00) Referenced Material: Kate Healy - Twitter Kate Healy - LinkedIn Kate Healy - TD Ameritrade Institutional Women’s Initiative at CFP Board RIAConnect® NextGen Invest in Others <a href='h
S1 E14 · Thu, August 06, 2020
14. Sharing and Owning Our Money Stories with Eugenié George MBA, CFEI, Author, Our Money Stories
Send us a text This week In The Suite welcomes Eugenié George into the guest chair. As a financial wellness specialist and educator, Eugenié helps corporate and private clients lead their best financial lives. Eugenié is a determined and refreshingly transparent woman who shares how she was able to move past feelings of unworthiness to knowing she was more than enough through her journey with money. In her new book, “ Our Money Stories ,” Eugenié intertwines data and storytelling to help people understand how their personal history, ancestry, and environment play a role in their money habits. Eugenié has used her own history with money – which includes a life-defining moment where she found herself evicted and jobless – to inform her work. In our discussion, Eugenié points out some of the nuances Women of Color deal with when it comes to accessing wealth, along with how all women can start reflecting on their stories to help write a better financial future. Join the conversation to hear about: The life-defining moments that led to Eugenié’s career in financial services (10:00) What Eugenié did to move out of debt and better understand money (14:07) Why therapy is a necessary component for marginalized groups to better understand money (16:55) Why Black women are doubly emotionally taxed as they deal with money (22:07) How mainstream wealth conversations ignore the Black Tax (26:00) What is Adverse Childhood Experience and how it affects women (34:32) The money story that had the greatest impact on Eugenié (38:20) What goes into Eugenié’s 6-week financial wellness plan (46:55) Eugenié’s perspective on how to support Women of Color on Black Women Equal Pay Day (54:45) Eugenié’s superhero personality trait (61:25) Referenced Materials: Eugenié George – Website Eugenié George – LinkedIn Eugenié George – Money and Flow Podcast Eugenié George’s Amazing List of Resources “Navigating the World as a Person of Color” by Eugenié George posted on Kitces.com – Michael Kitces Black Women’s Equal Pay Day 2020 – August 13, 2020 <a
S1 E13 · Thu, July 30, 2020
13. Lift as You Climb with Stephanie Foster, MBA, CSPO, PMC-III, Head of Regional Product Management, Americas at Finastra
Send us a text This week In The Suite welcomes Stephanie Foster into the guest chair. From starting as an intern in FinTech nearly two decades ago to working her way up to her current role as Head of Regional Product Management for the Americas at Finastra , the third largest FinTech company in the world – Stephanie’s career is one of risk-taking, perseverance and continued learning. In addition to her role at Finastra, Stephanie is a member of multiple professional organizations, including Women Driving Innovation in Atlanta, which she co-founded, that aims to connect, inspire and showcase the next generation of female thought leaders in tech. In this episode, we dive into Stephanie's commitment to strengthening diversity and inclusion in FinTech, a predominately white and male industry. Throughout the conversation, Stephanie uses her love affair with statistics to present not only the case for continued D&I efforts, but also the tangible, research-informed ways in which we can all offer support to Black women in the industry. Stephanie has a wealth of unique industry knowledge and perspectives that she brings forth in a conversation that I know will inspire and activate you. Join the conversation to hear more about: The powerful industry event that Stephanie nearly didn’t attend that led to this conversation In The Suite (6:09) Stephanie’s untraditional career path from intern to now managing more than $50 million in revenue and over 1,000 agent locations in 13 territories (12:24) Stephanie’s helpful advice for anyone looking to ascend in their career (16:45) How product marketers can best glean insights to know what the market wants (18:40) The four skills Stephanie points to recognizing that someone is meant to be in FinTech (22:52) Why this line item makes its way onto Stephanie’s personal budget (26:40) Which financial technology organizations we all should know and look to join (34:18) Stephanie’s timeless advice to young professionals on managing their career (44:50) The stats that illustrate the State of Black Women in Corporate America (49:17) Five ways you can support and elevate Women of Color in Corporate America (54:00) The tangible and intangible things that gives Stephanie superhero strength in the suite (61:45) Referenced Materials: Finastra Wnet - Women's Network in Electronic Transaction Certified Scrum Product Owner® <a href='https://www.pragmaticinstitute.co
S1 E12 · Thu, July 23, 2020
12. Elevating the Client Experience and Gathering Feedback with Julie Littlechild, Founder and CEO of Absolute Engagement
Send us a text Our guest for this episode of In the Suite, Julie Littlechild, dives into the power of listening to your clients. It’s not about hearing what they have to say, it’s about genuinely understanding feedback. It’s an absolute honor to speak with Julie as she is one of the most highly respected women in the financial services industry. Julie is the founder and CEO of Absolute Engagement . Absolute Engagement focuses on helping advisors, advisory firms, and enterprises use the voice of the client in their business. A business can differentiate the client experience by integrating the voice of the client to find growth opportunities. And that’s what Absolute Engagement does, they hone in on the voice of the client. They really know how to listen, absorb feedback, and then apply to the business to see real-world client change. During my time with Julie In The Suite, we talk about how businesses can stay afloat by learning to evolve over time. She talks diving into tracking data and feedback over the course of multiple years to understand shifts in health, wellness, loyalty, and engagement. You won’t want to miss this episode! Join the conversation to hear more about: Tracing Julie’s story back and how she got her foot in the door (6.35) How she became an entrepreneur (9:51) How Julie’s business evolved over time (16:22) Improving communication with clients in a virtual-focused world post-COVID (23:30) Gauging the client confidence level and the Self Confidence Index (26:30) Shifts in health, wellness, loyalty, and engagement (33:32) How to get genuine feedback from your clients (37:25) Ways to become more referable (41:00) Opening up vulnerability Leadership is hard (46:25) Opportunities open to women over 40 (48:28) Knowing your why and having that discussion with yourself (52:25) Julie’s mantra to let go of the pressure (56:25) Referenced Materials: Absolute Engagement Julie Littlechild LinkedIn 🤩 Thanks for listening , we appreciate your support and 5-star reviews of our show!!! ❤️ Please follow us on Instagram https://www.instagram.com/inthesuitepod/ 📧 Want to get in touch? Email me at tina@growintentionally.com
S1 E11 · Mon, July 13, 2020
11. Mastering Adaptability and Finding Your Voice with Teri Shepherd, President of Carson Group
Send us a text This week In The Suite welcomes Teri Shepherd into the guest chair. Teri is President of Carson Group and has the distinct honor of being the first woman appointed to Carson Group’s Executive Team. But it didn’t come easy nor arrive on a silver platter; on the contrary. Teri’s professional journey to the C-suite was decades in the making after working numerous roles, receiving mentorship, and what she describes as ‘finding her voice’—thanks in part to Ron Carson, Founder and CEO of Carson Group. Teri and I also speak about how Carson Group achieved its goal of recruiting more women and fostering diversity within their organization, beginning with her own hire. At the time, it was a mission-critical decision. “Ron Carson hired me with the goal of doing more,” Teri said. I swear I could hear a pin drop when Teri said, “Yes Ron gave me a seat at the table, but Ron also helped me to have a voice at the table.” Carson Group is a family of companies - Carson Wealth , Carson Coaching , and Carson Partners - led by Barron’s Hall of Fame advisor Ron Carson, which serves financial advisors and investors through its businesses. At Carson Group, they remain focused on having a diverse set of advisors to help everyone and are committed to being the most trusted for financial advice and guidance through serving advisors and investors. During my time with Teri In The Suite, I also discovered a few of Teri’s own super powers: adaptability and leadership. At the heart of everything, neither Teri nor Carson Group doesn’t get distracted. They do what’s best for the client, the advisors, and their internal stakeholders. Furthermore, Teri can see things in other people that they may not see themselves. She has a higher calling to help women and shares her thoughts on the importance of mentorship and how leaders of today can step up their game. Join the conversation to hear more about: How Carson Group navigates through current events (4:30) The power of adaptability (7:30) Teri’s tips for self-care (9:32) How Carson Group is structured (14:00) What leaders need to do to get rid of the noise (18:00) Teri’s advice to encourage a fresh approach to leadership (24:20) How Ron Carson encouraged Teri to find her voice and gave her a seat at the table (29:50) How to get a mentor if you’re shy/introverted (34:00) What makes a good mentor (37:00) How women over 40 can receive more yeses than nos (44:25) Switching the narrative to reach new heights (49:30) Teri’s superpow
S1 E10 · Mon, July 06, 2020
10. Starting a Movement and a Male Ally Network with Sheryl Hickerson, CEO of Females & Finance
Send us a text This week In The Suite welcomes Sheryl Hickerson into the guest chair. Sheryl serves as the CEO of two companies, including one of the most successful private membership organizations in FinServ, Females and Finance. In addition to leading Females and Finance, Sheryl is the CEO of Unified Financial Network and AVP of Business Development at Highland Capital Brokerage. Through all expressions of her career, Sheryl brings her energy and her desire to serve. In this episode, Sheryl shares how she’s built Females and Finance; how she’s continued to remain open and pursue career interests and passions; and her secrets for what women can do when they feel stuck. Through our conversation, it’s clear that Sheryl has managed to meld her passions, interests and experiences into a beautiful life and purposeful career. Sheryl is a powerhouse of energy – so much so that within minutes, listeners will get a sense as to why she’s known as her social alias, BionicSocialite. Join the conversation to hear more about: The experiences that led Sheryl to start Females and Finance (5:00) The unteachable trait of leaders that Sheryl possesses (6:47) What attributed to the growth of Females and Finance (14:00) What most women in FinServ and FinTech mention they need in their careers (19:00) The helpful resources Females and Finance offers amid a global pandemic (23:30) What all members are expected to contribute to Females and Finance (31:23) Two vital pieces of advice for those looking to create a conference for women (34:35) How the bionic woman maintains her energy (38:25) The two things every woman who’s looking to build thought leadership should be doing (41:59) Sheryl’s advice to get “unstuck” from analysis paralysis (44:40) What Sheryl uses to magnify her superhero strength (58:30) Referenced Materials Sheryl Hickerson LinkedIn Females and Finance Unified Financial Network Highland Capital Brokerage 🤩 Thanks for listening , we appreciate your support and 5-star reviews of our show!!! ❤️ Please follow us on Instagram https://www.instagram.com/inthesuitepod/ 📧 Want to get in touch? Email me at tina@growintentionally.com
S1 E9 · Tue, June 30, 2020
9. Advancing, Empowering, and Leading Diversity & Inclusion with Cheryl Nash, CEO of Tegra118
Send us a text There is no better time than now to advance, empower, and lead Diversity & Inclusion within the workplace. Our guest today, Cheryl Nash, CEO of Tegra118 , has pioneered this effort for the last 35 years and changed the lives and careers of countless professionals in financial services and fintech. In this episode, Cheryl Nash shares about wealth tech. As Chief Executive Officer of Tegra118, an established and trusted leader, she drove the strategic vision for our award-winning wealth tech solutions. You will learn how she 'grew up' in this industry and how she has held roles in nearly every business functional area, giving her true insight and appreciation for the contributions of the talented individuals. She deeply values the enduring relationships she has cultivated over the years and committed to pushing the boundaries of what's expected in wealth management with future-forward technology innovation. As a passionate advocate of diversity and inclusion, Cheryl is dedicated to doing her part to drive positive change by educating, empowering and championing others. At Tegra118, they are driven by a single purpose: to build the future of wealth technology. As an industry leader for over three decades, the company has partnered closely with clients to deliver solutions that are relevant to their needs, today and tomorrow. Cheryl’s unique perspective is informed by both deep industry expertise and a broader view of the fintech space and this inspires her and team to be relentless in their pursuit to advance the wealth and asset management. The foundation of all that they do lies in their proven, flexible technology, which grows with their clients as their needs change, to transform the way people interact with, manage, and grow their wealth. Join the conversation to hear more about: How to be deeply admired and endeared in the financial services industry (04:20) The way to create a culture of belonging, acceptance, inclusion, and empathy (11:30) Leadership comes from you actually taking action and executing (15:20) Sometimes we want to take the chance, but we're not yet ready for what the position calls for (19:03) Practical ways to climb the career ladder (21:30) Building the future of wealth technology together with clients (27:19) Experience of being at the forefront of innovation (31:31) On developing location strategy (34:20) How to bridge software technology and financial services with the real world (39:02) We need to acknowledge that change is really hard for people (45:29) Being an incredible advocate for women (49:29) Think outside the box (52:39) Proper understanding of what a commitment would be like (53:39) Awareness of diversity and inclusion a
S1 E8 · Thu, June 25, 2020
8. Artificial Intelligence, Air Jordans, and Innovation with Dani Fava, Director of Product Strategy & Development at TD Ameritrade Institutional
Send us a text Today In the Suite welcomes Dani Fava, Director of Product Strategy & Development at TD Ameritrade Institutional . Dani is a spirited woman in FinTech who, through her work at TD and beyond, pushes those in the industry to be more confident, more courageous, and, certainly, more innovative. At TD Ameritrade Institutional, Dani oversees the development of advanced investment management and technology tools designed to help independent registered investment advisors compete and thrive in a world of accelerating change. But Dani’s desire to future-proof the world is visible in everything she touches – from her engaging Twitter pages to her wardrobe to bringing AI to work – Dani’s innovative spirit knows no bounds. In this episode, Dani shares how she created an engine of creativity within a corporate environment; walks us through how AI is affecting FinTech, Healthcare and every industry in between; and shares how we can push innovation no matter what room we’re in. Join the conversation to hear more about: Dani’s path to lead innovation at Ameritrade (12:44) Dani’s advice for pitching the role of your dreams to your employer (19:39) The benefits of creating a future-looking resume (21:20) The best work that Dani created as Director of Innovation (26:42) The easy way Dani describes AI and what we should all know about AI (31:37) An easy, Coronavirus example of AI at work (35:10) The tech product recommendation we all need to know about (40:50) When creativity strikes Dani (42:53) Dani’s valuable advice to find creative confidence (44:2o) Why Dani has chosen to pursue a CFP (47:00) The one thing we should all be finding time to do, even during the Pandemic (51:19) What Dani needs to tap into her superhero strength (58:30) Referenced Materials TD Ameritrade Institutional TD Ameritrade Alexa Skills TD Ameritrade Model Market Center Tiger King on Netflix TikTok <a
S1 E7 · Sun, June 14, 2020
7. Leaning Into Diversity and Impact in the Workplace with Mary Beth Storjohann, CFP® - CMO at Abacus Wealth Partners
Send us a text Today In the Suite welcomes Mary Beth Storjohann, CFP® Founder of Workable Wealth and the Chief Marketing Officer at Abacus Wealth Partners . Mary Beth is an enterprising author, speaker, and financial coach who has made more than a living, but a beautiful life, out of her passion for educating and empowering women around money. Mary Beth’s own exposure to the financial planning industry began in college and she’s been pushing the industry forward ever since. Her first book, Work Your Wealth – 9 Steps to Making Smarter Choices with Your Money , is Mary Beth’s own blueprint of the exact money moves she teaches her clients in order to align finances with values. In this episode we learn the financial advice for both millennials and women of all ages; how firms can be consciously diverse; and Mary Beth’s timeless advice for those looking to go into financial planning. Join the conversation to hear more about: Abacus Wealth Partners’ comprehensive Covid-19 resources (5:49) The most important area of focus for all during the global pandemic (9:35) The importance of intentionality when it comes to financial decisions (21:59) Why Mary Beth focuses on educating women on money (24:00) How Millennials and Gen X’s can start their own financial planning businesses without big investments (29:21) How Abacus Wealth Partners approaches new client acquisition with diversity in mind (34:51) The top advice to ensure your firm is consciously diverse (37:47) The best way to start your second career in financial planning (40:20) What to keep in mind as you’re starting your own financial planning business (46:45) Mary Beth’s timeless piece of financial advice (53:02) The physical object that gives Mary Beth superhero strength (55:23) Referenced Materials Abacus Wealth Partners Website Abacus Wealth Partners COVID-19 Resources Page Workable Wealth Website Work Your Wealth Podcast on Apple Podcasts Work Your Wealth - 9 Steps to Making Smarter Choices with Your Money on Amazon 🤩 Thanks for listening , we appreciate your support and 5-star reviews of our show!!! ❤️ Please follow us on Ins
S1 E6 · Sun, May 31, 2020
6. Navigating Divorce and True Wealth with Bonnie A. Sewell, CFP®, CDFA®, AIF®, CEPA® - CEO of American Capital Planning
Send us a text Today in the In the Suite guest chair we welcome Bonnie A. Sewell, CFP®, CDFA®, AIF®, CEPA® - CEO of American Capital Planning, LLC. American Capital Planning, LLC is a female-owned, fiduciary, and fee-only wealth management company located in Leesburg, Virginia outside of DC. Much of Bonnie’s work at American Capital Planning is around giving back and teaching women who are going through a divorce and other life transitions about how to be fluent in their own money and confident in their financial lives. According to Bonnie, if you pay attention, most conversations go back to money. Instead of fearing finances, Bonnie encourages us to take a thoughtful approach to good decision making while asking tough questions head-on. In this episode, we discuss everything from the impact of Covid-19 on divorces to the long-term implications of women leaving the workforce. Bonnie also offers a ton of free resources designed to challenge our current view of the world, even what we see and read on social media. Join this informative conversation to hear more about: How Bonnie predicts Coronavirus will affect the divorce rate (10:56) The American Capital Planning virtual workshops available to support those navigating a divorce (14:00) The first call to make as you’re navigating a divorce (15:50) The nuanced approach American Capital Planning takes in advising women (21:20) The type of source that matters when making important decisions (29:00) The problems people are trying to solve in the pandemic (33:00) What Bonnie would advise any woman considering cutting daycare to do (37:34) Why intentionality matters in finances and in life (41:40) The tried and true advice Bonnie gives clients (49:41) The definition of ‘True Wealth’ (51:20) The secret weapon that Bonnie turns to for strength (59:40) Referenced Material: Events and Organizations The Girl Link: https://www.thegirllink.com/ Second Saturday Divorce Workshop (Virtual During COVID-19): http://www.secondsaturdaynova.com/ (Fee: WAIVED) George C Marshall Organization | Virtual Visionary Leadership Speaker Series: https://www.georgecmarshall.org/vvlss Referenced Material: True Wealth & Book Recommendation True Wealth Slide by Bonnie Sewell, CFP®, CDFA®, AIF®,CEPA from American Capital Planning The Future Is Faster Than You Think: How Converging Technologies Are Transforming Businesses, Industries, and Our Lives (Exponential Technology Series) by
S1 E5 · Thu, May 14, 2020
5. The Power of Connection with Sasha Pilch, Co-Founder of NYC Fintech Women
Send us a text Today in the In the Suite guest chair we welcome Sasha Pilch, Co-Founder of NYC Fintech Women . Sasha arrived in the states after working for some of the biggest banks in London and her native city, Sydney, Australia. In just 2.5 years, Sasha went from not knowing a single soul in America to becoming one of the most important women leaders in NYC FinTech. Sasha’s foray into FinTech in the states was accelerated through her relationship with Michelle Tran, who was considered a Fairy Godmother of FinTech in the city. The two began partnering together after Sasha attended one of Michelle’s events on a cold rainy New York evening. And it’s been magic ever since. The two went on to partner together to grow NYC FinTech and in less than two years, the organization has close to five thousand members, held over 50 events, distributes a weekly content series, and even put on their first FinTech Female Awards. Sasha’s story reminds us of the importance of connection and how one connection can change the trajectory of a woman’s life. 🤩 Thanks for listening , we appreciate your support and 5-star reviews of our show!!! ❤️ Please follow us on Instagram https://www.instagram.com/inthesuitepod/ 📧 Want to get in touch? Email me at tina@growintentionally.com
S1 E4 · Tue, April 28, 2020
4. Going From Fearful to Fearless with Marguerita M. Cheng, CFP®, RICP® - CEO of Blue Ocean Global Wealth
Send us a text Today in the In the Suite guest chair we welcome Marguerita M. Cheng, CFP®, RICP® CEO of Blue Ocean Wealth, an investment advisory firm. Marguerita stepped into the position at Blue Ocean Wealth after serving as a financial advisor at Ameriprise Financial and as an analyst and editor at Towa Securities in Tokyo. In addition to her position as CEO, Marguerita is a mother of three, a passionate volunteer within her community, and a lifelong student. She’s received numerous designations while working, including a CFP, a Chartered Retirement Planning Counselor, a Retirement Income Certified Professional, and a Certified Divorce Financial Analyst. Recorded in the beginning days of the growing Coronavirus Global Pandemic, I had the chance to witness firsthand the sort of style, grace, and fearlessness Marguerita employs as a leader. In this episode we discussed how Marguerita is coaching clients in an unstable market; the way mentorship has positively impacted her career; and why she believes in tapping into potential over resume bullets. 🤩 Thanks for listening , we appreciate your support and 5-star reviews of our show!!! ❤️ Please follow us on Instagram https://www.instagram.com/inthesuitepod/ 📧 Want to get in touch? Email me at tina@growintentionally.com
S1 E3 · Wed, April 15, 2020
3 (Bonus Episode). Coronavirus, Complex Adaptive Systems, and Creating Resilience with Carolyn McClanahan, M.D., CFP®, Founder of Life Planning Partners
Send us a text Today we welcome Carolyn McClanahan, M.D., CFP®, Founder of Life Planning Partners to the In the Suite guest chair for this special bonus episode on Coronavirus. Carolyn was one of the few financial planning professionals to read the COVID-19 tea leaves back in 2013—calling it the next black swan. In this episode, Carolyn provides valuable insights about the virus from her earlier work in medicine with Complex Adaptive Systems, virology, and immunology. From the financial planning perspective, she shares the keys to managing your family through a global health and economic crisis, practical keys to staying safe, and effective strategies for creating resilience over the long-term. 🤩 Thanks for listening , we appreciate your support and 5-star reviews of our show!!! ❤️ Please follow us on Instagram https://www.instagram.com/inthesuitepod/ 📧 Want to get in touch? Email me at tina@growintentionally.com
S1 E2 · Sun, March 29, 2020
2. Welcome to In the Suite Podcast
Send us a text If you’re a woman in financial services, you understand that there needs to be more of us, especially women over 40. While financial services in general has made noticeable strides to increase women’s leadership by creating more diverse and inclusive environments, more initiatives, more female representation at conferences, it’s clear we still have a long way to go. Right? Would you agree? Welcome to In the Suite Podcast, with Tina Powell, CEO of C-Suite Social Media, TEDx Speaker, former NYU Professor, Marketing Consultant and Entrepreneur in the financial services industry. I believe firmly that the path to make meaningful progress in terms of increasing women’s leadership in the C-Suite is to share the inspiring stories of women who have made it, with this podcast – In the Suite. I hope you’ll enjoy hearing these amazing personal stories of triumph, trepidation, and transformation from amazing women in our industry in hopes of becoming better leaders ourselves. The time for you to lead is now and you’re In the Suite... 🤩 Thanks for listening , we appreciate your support and 5-star reviews of our show!!! ❤️ Please follow us on Instagram https://www.instagram.com/inthesuitepod/ 📧 Want to get in touch? Email me at tina@growintentionally.com
S1 E1 · Sat, March 28, 2020
1. Becoming All You Can Be with Deborah Fox, CEO and Founder at AdvisorTouch
Send us a text In this episode of In the Suite podcast, Tina interviews Deborah Fox, CEO and Founder of AdvisorTouch in San Diego. Deborah is a recipient of 2020 InvestmentNew's Icons & Innovators Award and has a three-decade long career as a financial advisor, founder, and leader. During the episode, Tina and Deborah explore Deborah's origin story and how she started her career in financial services. It also contains Deborah's best advice for women including how to find a mentor, techniques and strategies to build confidence, and stay on the cutting edge of innovation. 🤩 Thanks for listening , we appreciate your support and 5-star reviews of our show!!! ❤️ Please follow us on Instagram https://www.instagram.com/inthesuitepod/ 📧 Want to get in touch? Email me at tina@growintentionally.com
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