Tina Powell | Intention.ly

In the Suite

Business EN ↓ 102 episodes

In the Suite is a podcast that shares amazing stories of women in business in the financial services and wealth management industry. The podcast features interviews with inspiring, top women leaders in business and some of the biggest names in the wealth management industry. In the Suite is where you’ll discover their best secrets and top strategies to grow a great business, build a strong brand, and lead teams in the 21st century. In the Suite podcast is hosted by Tina Powell, TEDx Speaker, former NYU Professor, Marketing Consultant and Partner, Chief of Community at Intention.ly

Author

Tina Powell | Intention.ly

Episodes

52. Authenticity and Strategic Frameworks for Success in Advisor Marketing, PR, and Podcasting with Megan Carpenter, CEO and Co-Founder of FiComm Partners 03.08.2021 1:04:02

Send us Fan Mail It is an absolute pleasure to welcome Megan Carpenter In The Suite ! Megan is the Co-Founder and CEO of FiComm Partners, the co-host of the podcast 'New Skool,' a blogger, a spokesperson, and an active member of the CFP Board Center for Financial Planning Workforce Development Advisory Group. She's also a member of the Investment News 40 Under 40 list! Megan's...

51. Building a Successful Career in Enterprise Sales & Marketing and the Experience of Being a Doula with Diana Cabrices, VP of Enterprise Development at Snappy Kraken 16.07.2021 1:02:55

Send us Fan Mail We are so excited to welcome Diana Cabrices In the Suite ! Diana the Vice President of Enterprise Development at Snappy Kraken. Snappy Kraken is an award-winning automated growth program focused on Software as a Service (SaaS) marketing solutions that helps financial advisors automate, personalize, and track marketing campaigns and business processes. While predominantly she work...

50. Being Totally ‘Transparent’ and Leaning Into Wealth Management Trends with Diana Britton, Managing Editor of WealthManagement.com 09.07.2021 46:18

Send us Fan Mail It is an absolute pleasure to welcome Diana Britton In The Suite for this episode. Diana is the Managing Editor at WealthManagement.com and the host of 'Transparency with Diana B,' a podcast about advisors' personal struggles and healing. Having started her career as an intern at The Daily Breeze, Diana is a self-made woman with an illustrious career who is now cele...

49. The Launch of a Growth Academy App Under a Universe of Stars and Diamond Teams with Angie Herbers, Founder and CEO of Herbers & Company 22.06.2021 1:20:46

Send us Fan Mail We are absolutely thrilled and honored to welcome Angie Herbers In The Suite . We are so excited to talk with her and learn more about her story and how she got to where she is today. Her name is synonymous with practice management, business intelligence, process, and efficiency. She is the Founder and Chief Executive Officer of Herbers & Company. She brings over 20 years of e...

48. Understanding Risk Tolerance and The Powerful Impact of Giving Back with Helen Yang, Founder & CEO of Andes Wealth Technologies 18.06.2021 1:01:30

Send us Fan Mail Ni Hao everyone! After months of waiting, we’re thrilled to finally introduce Helen Yang in today’s episode of In the Suite ! Helen Yang is an inspirational and giving person. She’s a CFA by designation, a FinTech veteran for 20 years, a co-winner of the Harry Markowitz Award, an involved mother of two children, and an active board member of Asian Americans for Equal Rights. She...

47. Redefining Leadership and Exploring Human Capital and Compassion with Cecile Munoz, Founder and President of U.S Executive Search & Consulting 15.06.2021 1:07:12

Send us Fan Mail It is an absolute pleasure to welcome Cecile Munoz In The Suite for this episode. Cecile has been the the Founder and President of U.S Executive Search & Consulting for over 28 years, and a show host of the ‘Ends with Z’ podcast. Cecile has been an entrepreneur since the age of 11, when she built her first pop-up concession stand during movies in her backyard in a very rural...

46. Building South East Asia’s Leading Network for Female Entrepreneurs While Going From Stuck To Unstoppable with Genecia Alluora, Founder of Soul Rich Woman 06.06.2021 59:24

Send us Fan Mail Today’s episode of In The Suite with Genecia Alluora is all about going from being stuck to unstoppable! There are many words used to describe Genecia Alluora–Founder, Serial Entrepreneur, Mentor, Podcaster, Coach, and Beauty Queen. This Former Miss Singapore International used soul and synergy to build “Soul Rich Women” the #1 Leading Female Entrepreneur Network in South East Asi...

45. Being a Spartan Warrior, Your Authentic Self, and Embracing Your Heritage While Achieving Your Goals With Penny Phillips, Co-Founder and President of Journey Strategic Wealth 20.05.2021 56:30

Send us Fan Mail Today’s episode of In The Suite with Penny Phillips is all about being your authentic self. Since her Twitter bio says it best, Penny is President and Co-Founder of Journey Strategic Wealth; she’s an industry consultant and speaker who emphasizes real talk to combat all the b.s. in this industry. As a lifelong New Yorker and Greek-American, Penny is the perfect example of the ench...

44. Uplifting Your Networking Synergy And Getting Real with Meg Hanington, EPC and Genevieve E. Thayer, EPC at Beacon Partners 11.05.2021 1:06:32

Send us Fan Mail Today’s episode of In The Suite is unlike anything we’ve ever done before. We have double the fun, double the knowledge, and double the energy!! We have two female leaders in financial services and wealth management partner together on the same podcast. This week we have two guests Meg Hanington, EPC and Genevieve E. Thayer, EPC. It's actually the first trifecta In The Suite...

43. Grinding It Out While Exploring the Inspiring Truth About Mentoring, Masterminds and Female Breadwinners with Meredith Moore LUTCF, CLTC, Founder & CEO of Artisan Financial Strategies 27.04.2021 1:07:18

Send us Fan Mail It is an absolute joy to welcome Meredith Moore, LUTCF, CLTC to In The Suite for this episode. Meredith is a CEO, a financial guru, a speaker, a writer, a leader, and a growth junkie. She’s also a fighter with a fiery passion to help lift up her community. Meredith is the Founder and CEO of Artisan Financial Strategies , where she helps Atlanta families coordinate their financia...

42. Making Bold Moves, Mentoring, and Co-Creating C-Suite Level Shifts with Martine Lellis, CPA, CFP®, Chief Talent and Business Solutions Officer at Mercer Advisors 15.04.2021 53:53

Send us Fan Mail Today’s episode of In The Suite with Martine Lellis, CPA, CFP® is all about making bold moves. 5 months before the COVID-19 pandemic entered into the world and changed our lives, Martine took a deep dive into uncharted territories. She decided to leave her previous company after 17 years of being a partner. Martine left the company without another position in mind and decided to t...

41. Well-Th Rebalanced & The Simple Things Money Can’t Buy with Abby Salameh, Passionate C-Suite Exec & Champion for Independent Advisors 01.04.2021 52:02

Send us Fan Mail Today’s episode of In The Suite with Abby Salameh is all about the simple things in life that money can’t buy. Freedom, family, love, a sense of adventure. Three weeks from the date of this original podcast recording, Abby Salameh announced her departure from Hightower Advisors. What she told Ian Wenik of CityWireRIA is: “This was a very personal decision. Taking a reset to focus...

40. Financial Therapy and Creating Wealth from the Inside Out with Michelle Arpin Begina CFP®, CIMA®, Founder and Gateway of MichelleAB 26.03.2021 1:03:08

Send us Fan Mail Today's episode of In The Suite with the life-inspiring Michelle Arpin Begina, CFP®, CIMA®, is all about creating wealth from the inside out. It also happens to be the foundation of her soon-to-be-released book, "Good With Money-Creating Wealth from the Inside Out." Michelle Arpin Begina, CFP®, CIMA®, is Founder and Gateway of her own company, MichelleAB (pronounce...

39. Branding, Social Media and Podcasting that Lights You Up and Feeds Your Soul with Cathy Curtis, CFP®, Founder of Curtis Financial Planning, LLC 20.03.2021 1:00:26

Send us Fan Mail Today’s episode of In The Suite with Cathy Curtis, CFP® is all about feeding your soul by sharing your authentic self. Cathy Curtis, CFP® is the Founder & President of Curtis Financial Planning , an independent, fee-only Registered Investment Advisor located in Oakland, California that specializes in the finances of independent women. In this podcast episode, Cathy shares how...

38. Taking Bold Leaps of Faith to Follow Your Heart and Give Globally with Devika Kamboh CFP® CLTC MBA, Founder & President at Sohum Global Foundation 04.03.2021 1:21:45

Send us Fan Mail It’s a joy to welcome our guest Devika Kamboh, CFP®, CLTC, MBA to In The Suite . Devika is the Founder and President at Sohum Global Foundation and Founder and Managing Partner of Sohum Financial Planning. She’s a Certified Financial Planner who empowers her clients to create a road map to guide themselves to financial independence and their real life goals. She’s a risk-taker, a...

37. Becoming a Fintech Founder of a Global Risk and Compliance Management Software Company with Laxmi Ramanath, Founder and CEO, LaMeer Inc. 21.02.2021 1:01:54

Send us Fan Mail Today’s episode with Laxmi Ramanath is all about channeling your technical side. She’s a fintech CEO and founder of LaMeer, Inc. a Global Risk and Compliance Management Software Company that transacts business in the U.S., Europe, Canada, and the U.K., and has been named to the coveted RegTech100 list for 2021. Laxmi has over 25 years of worldwide experience in building complex f...

36. Building a Life and a Business without Limits with Stephanie Bogan, CEO and Founder, Limitless Adviser Coaching 09.02.2021 1:35:50

Send us Fan Mail Today’s episode of In The Suite with Stephanie Bogan is all about upleveling your life. She has 27 years of experience working in advisory firms and corporate boardrooms, so she’s seen the evolution in technology, strategy, work culture first-hand. Stephanie is CEO and Founder of Educe Inc, where she established Limitless Adviser Coaching to help financial advisors and founders cr...

35. Finding Your Personal Voice and Speaking Up for Race, Gender Equity, and ESG with Sonya Dreizler, Solutions with Sonya 23.01.2021 59:49

Send us Fan Mail Today In The Suite welcomes Sonya Dreizler, founder of Solutions with Sonya . Sonya is a leading industry consultant, speaker, and thought leader whose work focused on three main areas: Race, Gender Equality, and ESG. She works with RIAs, Broker/Dealers, and Custodians around the country and is a subject matter expert in ESG and responsible investing. In this episode, Sonya, a Whi...

34. Building Strong Networks and Keeping It Real with Nina O'Neal, Partner, Investment Advisor, Archer Investment Management 16.01.2021 1:02:09

Send us Fan Mail Today’s episode of In The Suite with Nina O’Neal will motivate you! Nina is Partner & Investment Advisor with Archer Investment Management , financial advisor, mother, wife, contributing author, Founder, the list keeps going. Nina is a sought out national thought leader and commentator on industry topics and trends who has been featured in multiple industry publications. “Def...

33. Catapulting Impact with Transformational Giving and Delusional Altruism with Kris Putnam-Walkerly, President of Putnam Consulting Group 07.01.2021 1:01:29

Send us Fan Mail Today In The Suite welcomes Kris Putnam-Walkerly, President of Putnam Consulting Group , to the podcast. Kris is a philanthropy advisor, speaker, and award-winning author. Kris’s advice is well-saught after for those looking to deepen their philanthropic commitments. Her clients have included the J.M. Smucker Company, Charles and Helen Schwab Foundation, Blue Shield of California...

32. Walking Through the Doors of Expert Journalism with Chelsea Emery, Senior Editor at Deke Digital 24.12.2020 47:51

Send us Fan Mail It’s an honor to welcome Chelsea Emery, accomplished journalist and highly respected editor, to In The Suite . Chelsea Emery is Senior Editor at Deke Digital , an expert news solutions company that powers national, business and trade news pieces with expert insights, data, and intuition. “Events are changing, media is changing, social media is changing,” says Chelsea. In this epi...

31. Building a FinTech Solution to Help Solve the Other Parts of Retirement Planning with Sheryl O’Connor, CEO & Co-Founder of IncomeConductor® 17.12.2020 57:37

Send us Fan Mail Today’s episode of In The Suite with Sheryl O'Connor is all about retirement and finance. Sheryl comes with 25 years of experience in the financial services industry. She’s a CEO and Founder of a SaaS product called IncomeConductor® . She has earned a notable list of accolades such as being listed as a 2020 inspiring fintech female in the founder division for NYC FinTech Wome...

30. Going Above and Beyond to Serve the Needs of the People and Advisors with Maree Moscati, CEO of Copytalk 11.12.2020 1:09:04

Send us Fan Mail Today’s episode of In The Suite with Maree Moscati, CEO of Copytalk , is an inspiring one that you won’t want to miss! Maree is a leader in the financial services industry with over 30 years of experience and is the poster child for going all-in and finding something that ignites your passion. In this episode, she has so much sage advice on how to be a better person and leader. Ma...

29. The Importance of Race, Mental Health, and Conducting DEI Workshops in the Workplace with Dr. Virletta Bryant, The Art of Healing Center 04.12.2020 59:55

Send us Fan Mail We’re thrilled to welcome Dr. Virletta Bryant In The Suite . This week’s episode is a slight departure as we focus on topics such as race, mental health, trauma, and more. Dr. Bryant is a licensed clinical social worker and licensed Mental Health Service Provider who has taught at Coppin State University and Washington Adventist University for 20 years combined. This episode is po...

28. Reinventing your Career Journey, Taking Risks, Getting Creative and Finding Joy in Giving Back with Suzanne Siracuse, Suzanne Siracuse Consulting, LLC 27.11.2020 1:13:19

Send us Fan Mail Today’s episode of In The Suite is with Suzanne Siracuse, a CEO, Founder, and leading industry consultant with a huge heart and passion for advocacy, innovation, and volunteering. She has 20+ years of experience in wealth management and the financial services industry. She's an advocate for women, diversity and inclusion, and believes in the power of creativity. She’s a lover...