In the latest episode of the new podcast series, Focused on the Future, veteran industry leader Suzanne Siracuse talks with Kristi Rodriguez, Senior Vice President of The Nationwide Retirement Institute, about redefining retirement, appealing to the Gen Z investor and an innovative approach to introducing the financial services industry to diverse students.

Specifically, Kristi discusses:

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About Our Guest:

Kristi Martin Rodriguez currently serves as Senior Vice President of the Nationwide Retirement Institute® for Nationwide Financial, leading the teams responsible for advocating for and educating members, partners and industry leaders on issues impacting their ability to have a secure financial future.

Kristi is an active member of the community, working with several non-profit and social organizations that aid unserved communities throughout the country. Kristi was one of the founding members of the Ohio chapter of The National Association of Securities Professionals (NASP), an organization helping people of color and women achieve inclusion in our industry. Kristi serves as a board member for Kindway, a non-profit organization dedicated to the successful re-entry of incarcerated men and women into the community. Additionally, Kristi is a member of the Board of Trustees for The American College of Financial Services.

In the latest episode of the new podcast series, Focused on the Future, veteran industry leader Suzanne Siracuse talks with Tyrone Ross, about what it will take to best serve the client of the future, the importance of firm culture and why he still believes in crypto!  

Specifically, Tyrone discusses:

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About Our Guest:

Tyrone Ross is the CEO and Co-founder of Turnqey Labs, Inc. and President and Founder of 401 Financial, a registered investment adviser. Formerly as the CEO and Co-founder of Onramp Invest he raised $7M in venture capital from Gemini’s Frontier Fund, Coinbase Ventures, SoftBank’s Opportunity Fund and others. He has been recognized by Investment News 40 under 40 (2019), and WealthManagement.com as a top ten advisor set to change the industry in 2019. FinancialPlanning.com named him as one of 20 people who will change wealth management in 2020. He was recently named as Investopedia’s Top 100 financial advisors, Think Advisor’s 2021 IA25: VIP’s Pushing Advisors Forward, and most recently acknowledged as one of Barron’s 10 people to watch in wealth management in 2022.

In the latest episode of the new podcast series, Focused on the Future, Veteran Industry leader Suzanne Siracuse talks with Michael Nathanson, Chair and CEO of wealth management firm, The Colony Group, to discuss keys to retaining top talent, setting up a sustainable firm for the future and what we all can do to make an impact on our industry.  

Specifically, Michael discusses: 

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About Our Guest:

Michael Nathanson, Chair and Chief Executive Officer of The Colony Group, is a highly respected and experienced leader in the wealth management industry. He is relentlessly dedicated to bringing meaning and joy to the lives of Colony Group clients and team members by fostering a culture that values lifelong learning, cultivates innovation, and offers opportunities to live lives full of passion and purpose. 

In the inaugural episode of the new podcast series, Focused on the Future, Veteran Industry leader Suzanne Siracuse talks with Hannah Moore, CFP, Owner and Principal Advisor of Guiding Wealth, Founder of Amplified Planning and Creator of The Externship Program to discuss how by first focusing in on your WHY, becomes a critical piece to an advisors overall success both personally and professionally.

Specifically, Hannah discusses:

Connect With Suzanne Siracuse:

Connect With Hannah Moore:

About Our Guest:

Hannah Moore, CFP(R) is the founder and CEO of Amplified Planning and Guiding Wealth. She is a practicing financial planner with a passion for training and developing the next generation of financial planners. She created the Externship in 2020 and continues to innovate and push financial services to be more inclusive and expand what’s possible.

In 2022, Hannah was named 1 of Barron’s 10 people to watch in wealth management. In 2021, she was awarded the Financial Planning Association’s Heart of Financial Planning Award and in 2020 was the inaugural recipient of Financial Planning’s Visionary Leader Award for an individual, based on her work creating The Externship at the start of the COVID-19 pandemic.