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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
Outliers by Malcolm Gladwell
Talking to Strangers by Malcolm Gladwell

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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 Summit Website
Hamburger Law Firm
Ryan Marcus | Head of Engagement MarketCounsel & Hamburger Law Firm
T3 Technology Tools of Today
Greyshirt Team Rubicon
Invest in Others Charitable Foundation

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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


 

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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 Your Book Done in This Lifetime: The Financial Advisor's 5-Step Guide to Writing a Book that Boosts Your Business" by Amy Buttell on Amazon

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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

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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: 

1. Aaron Klein - Co-Founder and CEO, Riskalyze
2. Shirl Penny - Chief Executive Officer, Dynasty Financial Partners
3. Joel Bruckenstein - Financial Services FinTech Expert, Leading Industry Consultant and Producer of the Annual T3 Technology Tools for Today
4. Shannon Spotswood - President of RFG Advisory 
5. Craig Iskowitz - Founder and CEO, Ezra Group
6. Allen Darby - CEO, Alaris Acquisitions 
7. Robb Baldwin - President and CEO, TradePMR 
8. George Tamer - Head of Sales, AdvisorEngine
9. Marwa Zakharia - CEO, AssetBook 
10. Rob Sandrew - Chief Growth Officer, Integrated Partners 
11. 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. 

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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

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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 
• Sonya Dreizler Twitter  
• Stephanie Foster XYPlanning Twitter
• Jess Bost Twitter
• Liz Slater Twitter  
• Book: You’re Absolutely Worth It by Velera Wilson 
• Book: My Descent Into Death 

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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:

1. Her journey to Hightower (06:05)
2. About her book: “Family Value at Risk” (09:55)
3. The concept of multi-generational planning (12:35)
4. How can you talk to your parents about wealth management? (14:00)
5. Intentional conversation is key! (18:45)
6. Money vs. value discussion (21:10)
7. Tips on finding the right work culture (23:40)
8. Vanessa’s experience in Guatemala (29:10)
9. Her volunteerism (33:25)
10. How parents should raise daughters with strong financial habits (37:30)
11. How to get more women to join the financial industry (39:40)
12. Best way to contact Vanessa (45:00)
13. Tip of the day! (46:50)

Referenced Materials:

• Vanessa Martinez Twitter
• Vanessa Martinez Facebook
• Vanessa Martinez LinkedIn
• Vanessa Martinez Bio
• Family Value at Risk- What’s Your Net Worth? LinkedIn Article

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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 
• Charity Water  
• No Kid Hungry 
• Dr. Darshan Shah
• Sandra Joseph
• Michael Kitces 
• John R. DiJulius

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