Focused on the Future

By Suzanne Siracuse

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 w... more

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FAQs about Focused on the Future:

How many episodes does Focused on the Future have?

The podcast currently has 37 episodes available.

Focused on the Future episodes:

December 18, 2023 Focused on the Future: Mike LaMena on Optimizing Your Offering to Create Clients for Life
In the latest episode of Focused on the Future, veteran industry leader Suzanne Siracuse talks with Mike LaMena, CEO of Wealthspire, on how he is ensuring his clients never outgrow his firm’s offering and advice, creating a DEIB strategy that works and why the future of advice is “human.” Specifically, Mike and Suzanne discuss: His …
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36min
December 06, 2023 Focused on the Future: Connecting Advisory Firms with Next-Gen Talent at HBCUs
In the latest episode of Focused on the Future, industry leader Suzanne Siracuse talks with Dr. Sylvia Rose, assistant dean, James T. George School of Business at Hampton University, and Dr. Curtis Kidd Telemaque, director, HBS Center for Financial Excellence and Adjunct Professor at the School of Business at Howard University. Their thoughtful insights into …
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42min
November 15, 2023 Focused on the Future: Jimmy Lee: How AI and ESG will impact Financial Planning
In the latest episode of Focused on the Future, veteran industry leader, Suzanne Siracuse, talks with Jimmy Lee , Founder and CEO of Wealth Consulting Group, on focusing on “where the puck is going”, the debate around ESG and its future, and the many applications and use cases on AI in financial planning. Specifically, Jimmy …
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39min
November 01, 2023 Focused on the Future: Kay Lynn Mayhue: Why Investing in TALENT is key to a Firm’s Long-term Success
In the latest episode of Focused on the Future, veteran industry leader, Suzanne Siracuse, talks with Kay Lynn Mayhue, President of Merit Financial Advisors, on the importance of cultivating top talent and creating a strong company culture, organic growth tactics that work, and the many ways to attract and support women in financial services. Specifically, …
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38min
October 18, 2023 Focused on the Future: Maurice Miller: Why the Wealth Management Industry Needs to Rethink New Financial Advisor Compensation Structure
In the latest episode of Focused on the Future, veteran industry leader Suzanne Siracuse talks with Maurice Miller, CFP, Managing Director of The Miller’s Wealth Management on reevaluating how new advisors are compensated, assisting your clients in talking about money with their children, and why there is no better time than now to be in …
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35min
October 04, 2023 Focused on the Future: Luis Rosa: How Leading with Planning, Authenticity and a Specialty Translates to Success
In the latest episode of Focused on the Future, veteran industry leader Suzanne Siracuse talks with Luis Rosa the founder of Build a Better Financial Future LLC, on the importance of authenticity in your approach and your business model, changing the status quo on pricing models, and how his BLX Internship program is cultivating the …
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37min
September 20, 2023 Focused on the Future: JC Abusaid: Being Fearless and Defining your NorthStar
In the latest episode of the new podcast series, Focused on the Future, veteran industry leader Suzanne Siracuse talks with JC Abusaid, CEO of Halbert Hargrove, on the importance of purposeful collaboration, being fearless on culture, clients and teams, and capturing a client’s loyalty for the long term. Specifically, JC discusses: How fate and persistence …
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37min
September 06, 2023 Focused on the Future: Lazetta Braxton: Her Advice on Making an Impact by Doing the Work
In the latest episode of the new podcast series, Focused on the Future, veteran industry leader Suzanne Siracuse talks with Lazetta Braxton, Co-CEO of 2050 Wealth Partners, about how she is structuring her firm to serve the investor of the future, why she doesn’t like the term “mentor”, and why we all need to pay …
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38min
August 09, 2023 Focused on the Future: Trap Kloman Discusses How to Continue Success in an Unpredictable and Evolving Market
In this episode of Focused on the Future, industry leader Suzanne Siracuse talks with Trap Kloman, the President and COO of Commonwealth Financial Network, to discuss strategies and principles that have contributed to the long-standing success of Commonwealth Financial Network and its dedication to serving its advisors effectively. Specifically, Trap discusses: How a customer-centric approach …
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37min
July 26, 2023 Focused on the Future: Heather Fortner: Her Journey, Lessons and Advice on Making it to the C-Suite
In the latest episode of the new podcast series, Focused on the Future, veteran industry leader Suzanne Siracuse talks with Heather Fortner, CEO of SignatureFD, about the importance of understanding people’s motivations, the evolution of a firm’s messaging and why inclusion is key to a positive culture. Specifically, Heather discusses: Her journey from intern to …
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37min

FAQs about Focused on the Future:

How many episodes does Focused on the Future have?

The podcast currently has 37 episodes available.