Focused on the Future

Focused on the Future

Focused on the Future provides keys to building a profitable, sustainable, and impactful business. Suzanne Siracuse is excited to be partnering with WealthManagement.com on a podcast that focuses on what successful firms need to embrace to ensure their growth and success to take their firms to that next level, through industry leaders and advisors.

Episodes

The Power of Evolution: Building a Purpose-Driven Firm with Liz Miller

August 13, 2025 • 32 mins
In this episode of Focused on the Future, host Suzanne Siracuse speaks with Liz Miller, founder and president of Summit Place Financial Advisors and current chair of the CFP Board, about how she’s built a purpose-driven firm that prioritizes clarity, culture, and continuous evolution. Liz shares her journey from institutional portfolio management to launching a …

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Purpose-Driven Planning in the Age of AI

July 9, 2025 • 40 mins
In this episode of Focused on the Future, host Suzanne Siracuse speaks with Lee Korn, co-founder of Opal Wealth Advisors, about how his firm is growing by focusing on people, purpose and process. Lee explains how Opal begins every client relationship by uncovering meaningful life goals, not just financial ones, using a discovery process rooted …

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Creating a Client-Centric Wealth Management Firm with Tom Orecchio

June 25, 2025 • 35 mins
In the latest Focus on the Future podcast episode, industry veteran Suzanne Siracuse chats with Tom Orecchio, CEO of Modera Wealth Management, about the evolving dynamics and secrets to building a successful financial advisory firm. Tom brings in his wealth of experience, sharing stories from his inspiring journey into financial planning and revealing why he …

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Kevin Keller on the Evolution of Advice, Capturing Next Gen Talent, and AI’s Place in Planning

June 11, 2025 • 35 mins
In this all-new episode of Focused on the Future, Suzanne Siracuse speaks with Kevin Keller, CEO of the CFP Board, about the evolving landscape of financial advice and the growing importance of holistic financial planning. Kevin highlights the industry’s shift from a focus on investment management to comprehensive financial advice, a change embraced by firms …

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Focused on the Future: Mariner’s Katrina Radenberg on Growth, Giving and the Future

May 28, 2025 • 33 mins
In this episode of Focused on the Future, host Suzanne Siracuse kicks off Season 3 with a powerful conversation with Katrina Radenberg, chief investment officer of Mariner and president of the Mariner Foundation. Katrina shares her unique path from investment analyst to C-suite leader, the importance of mentorship and how intentional partnerships and niche marketing …

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Professionalizing Your Advisory Firm for Future Success

December 18, 2024 • 43 mins
In this episode, veteran industry leader Suzanne Siracuse hosts the dynamic duo of Shannon Spotswood, CEO, and Abby Salameh, chief growth officer, from RFG Advisory. Listen as they wrap up Season 2 with an insightful discussion on what it takes to build the RIA of the future. From effective strategies for driving organic growth to …

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Aligning Wealth with Purpose with Jon Jones

December 5, 2024 • 43 mins
What does it take to build a future-proof financial advisory business?  Veteran industry leader Suzanne Siracuse sits down with Jon Jones, CEO and co-founder of Brighton Jones, to explore his incredible journey from small-town beginnings to leading a $30 billion RIA.  In this episode of the Focused on the Future podcast, Jon reveals how a …

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

November 13, 2024 • 33 mins
Join host Suzanne Siracuse as she sits down with Lisa Crafford, Managing Director at Constellation Wealth Capital, to explore key strategies for building successful, future-ready wealth management firms. Drawing on her deep experience working with financial advisors, Lisa offers valuable insights into the power of mentorship, strategic growth approaches, and fostering a strong community. She …

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

October 30, 2024 • 37 mins
In the latest episode of Focused on the Future, Suzanne Siracuse sits down with Bryce Skaff of Dimensional Fund Advisors to explore his unique journey from aspiring marine biologist to a career in wealth management. Bryce offers an inside look at DFA’s investment philosophy, deeply rooted in academic research, and how the firm’s growth aligns …

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Unlocking the Future of Financial Advising with George Nichols

October 16, 2024 • 35 mins
Suzanne Siracuse engages in a conversation with George Nichols, CEO of the American College of Financial Services, to uncover strategies for success in financial advising. Nichols shares insights into significant areas for financial advisors, such as specialization, the future of retirement planning, and the importance of representation.   Nichols explored how understanding the diverse needs of …

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Longevity Risk and the Role of Psychology in Financial Planning with Vanessa Martinez

September 25, 2024 • 30 mins
Suzanne Siracuse interviews Vanessa Martinez, CEO and managing partner of Expressive Wealth, to explore how holistic financial planning and inclusive communication can transform the client experience. Vanessa shares her journey, rooted in the values instilled by her parents, who overcame educational limitations in war-torn Central America. This background shaped her commitment to empowering clients through …

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Brian Hamburger’s Advice to Advisors and Firms: Hope is not a Plan

September 11, 2024 • 35 mins
Are you ready to learn the keys to building a profitable, sustainable, and impactful business in the ever-evolving financial landscape?  Join us for an insightful conversation with Brian Hamburger, the visionary founder, president, and CEO of MarketCounsel Consulting, and founder and chief counsel of the Hamburger Law Firm. In this episode, Brian sits down with …

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Building Community Through Planning with Sibyl Slade

August 28, 2024 • 33 mins
On the latest episode of Focused on the Future, host Suzanne Siracuse sits down with Sibyl Slade, founder and president of IntegriVest Wealth Advisors. Sibyl shares her journey from working at the Federal Reserve Bank of Atlanta to establishing her own independent financial planning firm. Their conversation delves into the evolution of her career, the …

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Embracing the Personal in Planning with Beth Bosworth

August 14, 2024 • 32 mins
Join us on this episode of Focused on the Future as host Suzanne Siracuse sits down with Beth Bosworth, wealth advisor and head of planning at Perigon Wealth Management. Beth highlights her effective strategies for attracting and retaining next-gen clients, how being a member of the LGBTQ community influenced her planning services with clients, how …

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Liz Nesvold: M&A is not a Business Strategy

July 24, 2024 • 33 mins
Join us on this episode of Focused on the Future as host Suzanne Siracuse sits down with Liz Nesvold, Chair of Emigrant Partners. Liz highlights the three critical areas that firms need to focus on to ensure future success, discusses the key levers that contribute to obtaining a high firm valuation, and the profound impact …

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Stacy Francis: Driving Firm Growth, 100% Organically

July 10, 2024 • 39 mins
Join us on this installment of “Focused on the Future” as Suzanne Siracuse sits down with Stacy Francis, the Founder and CEO of Francis Financial, and the nonprofit, Savvy Ladies™. Stacy shares the heartbreaking story of her grandmother’s life, and how it impacted her becoming a financial advisor working with women in transition such as …

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Shannon Eusey: Why Scale is Critical to Success in Wealth Management

June 26, 2024 • 35 mins
In this episode of “Focused on the Future,” Suzanne Siracuse interviews Shannon Eusey, Founder and CEO of Beacon Pointe Advisors. Shannon opens up about her unique journey, starting from her childhood experiences as the only girl on all-boys sports teams, shares her top 5 trends in wealth management, and discusses why scale is crucial for …

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Dr Vinay Nair: AI and Embracing Reinvention

June 12, 2024 • 31 mins
In this episode of “Focused on the Future,” Suzanne Siracuse interviews Dr. Vinay Nair, Founder of Tifin, about the current landscape of AI and its implications for the wealth management industry. They delve into various facets, including the opportunities and challenges AI presents, and the importance of adaptability for achieving success. Dr. Nair offers insights …

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Rita Robbins: The Evolution of Women in Finance, Navigating Change and The Power of Networking

May 30, 2024 • 31 mins
In this episode of “Focused on the Future,” Suzanne Siracuse talks with Rita Robbins, Founder and President of Affiliated Advisors, on the evolving treatment of women in the financial industry, the importance of focusing on clients’ adult children to capture next-generation wealth and the crucial role of networking in succession planning. Specifically, Rita discusses: Her …

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Andrew Altfest: AI and the Evolution of the Advisor Value Proposition

May 15, 2024 • 36 mins
In this episode of Focused on the Future, industry veteran Suzanne Siracuse sits down with Andrew Altfest, president of Altfest Personal Wealth Management and founder of FP Alpha, to explore the transformative power of AI in financial advising and how it’s reshaping the advisor’s value proposition. Specifically, Andrew discusses: His early exposure to the world …

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