Suzanne Siracuse

Focused on the Future

Business EN ↓ 54 episodes

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.

Author

Suzanne Siracuse

Episodes

Focused on the Future: Kristi Rodriguez on Redefining Retirement, Attracting GenZ and Making an Impact 14.06.2023 28:17

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: Taking a...

Focused on the Future: Tyrone Ross on What It Will Take To Serve the Client of the Future 07.06.2023 40:51

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: What the client of the future is going to want in a financial advisor Why the words “wealth mana...

Focused on the Future: Michael Nathanson on Retaining Top Talent through Purpose, Sustainability and Culture 31.05.2023 32:34

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: His overall philo...

Focused on the Future: Hannah Moore, CFP on Embracing Your “Why” and Reimagining Client Offerings, Internships and Developing Talent 25.05.2023 31:07

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...