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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

🤩 Thanks for listening, we appreciate your support and 5-star reviews of our show!!!

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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 by Howard Storm 

🤩 Thanks for listening, we appreciate your support and 5-star reviews of our show!!!

❤️ Please follow us on Instagram  https://www.instagram.com/inthesuitepod/

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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
• Lerner Group: A Mother/Daughter Interview 
• Lerner Group Website
• Vanessa’s Mother/Daughter Interview

🤩 Thanks for listening, we appreciate your support and 5-star reviews of our show!!!

❤️ Please follow us on Instagram  https://www.instagram.com/inthesuitepod/

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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
• Out Of Many, One by President George W. Bush on Amazon
• C-Suite Social Media 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/

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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
• Excell Conference 2021 - Website
• Justin Castelli - 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/

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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) 
• Succession Strategy (05:00) 
• The ability to walk down the alter (09:45) 
• Lee's Origin Story (13:00) 
• The Third Generation of DeLorenzo’s (15:00) 
• Lee's tight-knit team (18:45) 
• Manifesting lifelong learning at United Asset Strategies (20:00) 
• Lee's incredible designations (23:30) 
• Lee's take on work culture (33:15) 
• Advice for anyone new in the industry (38:10) 
• The next five years (43:05) 
• How to get in touch with Lee (46:40) 
• Lee's book recommendation (54:50) 

Resources: 

• Lee DeLorenzo, CFP®, CPWA®, AIF®  - LinkedIn
• Lee DeLorenzo, CFP®, CPWA®, AIF® - Twitter
• United Asset Strategies
• Forbes' Top Women Wealth Advisors 20

🤩 Thanks for listening, we appreciate your support and 5-star reviews of our show!!!

❤️ Please follow us on Instagram  https://www.instagram.com/inthesuitepod/

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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
• G2 Leadership Institute

🤩 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 [email protected]

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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
• “Braiding Seagrass” by Robin Wall Kimmerer on Amazon
• Reese Witherspoon's Book Club - Hello Sunshine
• Castilleja School in Palo Alto, CA  

🤩 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 [email protected]

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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 Amazon 
• "The Second Shift: Working Families and the Revolution at Home" by Arlie Hochschild (Author), Anne Machung (Author) 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 [email protected]