Listen to a podcast, please open Podcast Republic app. Available on Google Play Store and Apple App Store.
Episode | Date |
---|---|
EP 92 From Then to Now: The Power of Vision and Independence with Topaz Morrison, Chief Operations Officer at Independent Advisor Alliance
|
Jan 03, 2025 |
EP 91 The Human Side of Retirement Planning with Morningstar's Christine Benz, Director of Personal Finance and Author of "How To Retire"
|
Dec 09, 2024 |
EP 90 Empowering Financial Advisors through Community: Carolyn Armitage's Vision with RIA Circle
|
Nov 18, 2024 |
EP 89 Redefining Finance: Nia Impact Capital's Kristen Hull on Gender Lens Investing and Racial Equity
|
Oct 20, 2024 |
EP 88 The Power of Instinct: Lazard Family Office Partners' Casey Whalen’s Journey Through Finance and Mentorship
|
Oct 05, 2024 |
EP 87 The Power of Perspective: How Evan Simonoff Has Shaped Financial Journalism
|
Sep 27, 2024 |
EP 86 #LiveFromIMPACT A Conversation with John O'Connell, CEO and Founder of The Oasis Group: Tech Transformation and Business Growth
|
Feb 09, 2024 |
EP 85 #LiveFromIMPACT A Conversation with AssetLink's CEO Devon Drew: Revolutionizing Asset Management Through Technology
|
Jan 17, 2024 |
Ep 84 #TinaTalks Battling Lung Cancer: My Story of Survival and Strength
|
Oct 24, 2023 |
EP 83 #LiveFromJOLT - Part 1: Opening Party Interviews & Part 2: Personal Branding Panel from Jolt Financial Advisor Marketing Conference
|
Jun 22, 2023 |
EP 82 #LiveFromMSUM22 - Behind the Scenes of MarketCounsel Summit 2022
|
Mar 20, 2023 |
EP 81 Trailblazing and Breaking Barriers with Tricia Rothschild, FinTech and Global Wealth Management Executive
|
Feb 08, 2023 |
EP 80 #LiveFromFuse - The Ultimate Viral Tweet and Tale of Behavioral Finance with Dr. Daniel Crosby, Chief Behavioral Officer, Orion Advisor Solutions
|
Jan 28, 2023 |
EP 79 Leaning into Grit, Mastery and Growth with Shruti Joshi, Chief Operating Officer of Facet Wealth
|
Jan 19, 2023 |
EP 78 #LiveFromExcell – Making Financial Services More Inclusive: Interview with a Disruptor - Dana Wilson, Founder of CHIP (Changing How Individuals Prosper)
|
Jan 03, 2023 |
EP 77 #LiveFromExcell - Using the Power of Storytelling and Conversations to Transform Your Life with Tucker Bryant, Poet & Keynote Speaker at www.tuckerbryantspeaks.com
|
Dec 19, 2022 |
EP 76 Turning Trauma into Transformation and Growth with Yemi Penn, PhD Researcher, Author, Documentary Producer & Speaker
|
Dec 03, 2022 |
EP 75 Exploring the Intersection of Tax Planning, Estate Planning and Wealth with Megan Gorman, Founder and Managing Partner, at Chequers Financial Management
|
Nov 07, 2022 |
EP 74 Empowering Others and the Wealth Freedom Formula with Eunicia Peret, CEO and Founder of the Empowered Financial Planner
|
Oct 18, 2022 |
EP 73 Humanizing, Demystifying, and Myth Busting Compliance with Jessica Sexton, Chief Compliance Officer of Independent Advisor Alliance
|
Sep 19, 2022 |
EP 72 Live from 2022 T3 Advisor Conference & Enterprise Day - My Conversations with 11 Bold FinTech Visionaries Making News and Headlines
|
Sep 06, 2022 |
EP 71 Building Strength and Breaking Through Barriers with Jess L. Bost, RICP®, VP of Partnerships at Alpha Architect and CrossFit Coach
|
Sep 03, 2022 |
EP 70 Live from ExchangeETFs - Inclusion and Equity in Fintech with Nicole Casperson, Founder of WTFintech? & Content Creator at Workweek
|
Aug 22, 2022 |
EP 69 Guiding Women in Tech to Success with Danika Waddell, CFP®, RLP®, CSLP®, President & Founder of Xena Financial Planning
|
Aug 12, 2022 |
EP 68 Blazing the Fee-Only Financial Planning Trail for Women with Dr. Karen C. Altfest, Ph.D., CFP®, Principal Advisor & Executive Vice President, Altfest Personal Wealth Management
|
Aug 07, 2022 |
EP 67 Real Estate Investing for Women and a Multifamily Masterclass with Veena Jetti, Founding Partner, Vive Funds
|
Jul 24, 2022 |
EP 66 Championing Women's Empowerment and the Entrepreneurial Spirit of Independent Investment Advisers with Brian Hamburger, President and Chief Executive Officer of MarketCounsel
|
Jun 19, 2022 |
EP 65 Innovation, Adaptation and Global Video Empowerment with Katie Braden, CFP® , Founder & CEO of Innovating Advice
|
May 24, 2022 |
Ep. 64 “Get Your Book Done in This Lifetime” with Amy Buttell, CEO, Lake Effect Creative
|
Apr 09, 2022 |
63. Plan Empowered, Rebranding, and Redefining Your Standard with Kate Asack, Chief Operating Officer, TimeScale Financial
|
Mar 23, 2022 |
62. MarketCounsel Summit Recap: My Conversations with Fintech and Wealthtech Leaders Shaping the Future
|
Feb 09, 2022 |
61. Talking Crypto, Community, and Career Moves with Torie Happe, Head of Business Development for Onramp Invest
|
Dec 21, 2021 |
60. Social Media Savviness for Financial Advisors and Women In Finance with Courtney McQuade, Consultant, Social Solutions for Financial Services
|
Dec 04, 2021 |
59. Developing a Family Legacy and Multi-Generational Planning with Vanessa Martinez, Managing Director, Partner at The Lerner Group and Co-Author of Family Value at Risk
|
Nov 17, 2021 |
58. Top 12 Takeaways from Carson Group’s #Excell2021: “Get Your Mind Right for Marketing”
|
Oct 31, 2021 |
57. Innovative Marketing: Empowering Financial Advisors Through The Digital Referral Shift with Samantha Russell, Chief Evangelist at FMG Suite & Twenty Over Ten
|
Oct 15, 2021 |
56. Mastering the Art of Succession and Stewardship while Fine-Tuning a Family Business with Lee DeLorenzo, CFP®, CPWA®, AIF®, Co-Founder of United Asset Strategies
|
Sep 21, 2021 |
55. Leading with Emotional Intelligence and Creating Net Worthwhile with Heather Fortner, MS, IACCP®, Chief Executive Officer at SignatureFD
|
Sep 03, 2021 |
54. Women in WealthTech and Fluid Expectations with Liz Fritz, Chief Commercial Officer at F2 Strategy
|
Aug 27, 2021 |
53. Achieving Balance & Living an Intentional Life with Travis Parry, Ph.D. Best-Selling Author & Keynote Speaker
|
Aug 20, 2021 |
52. Authenticity and Strategic Frameworks for Success in Advisor Marketing, PR, and Podcasting with Megan Carpenter, CEO and Co-Founder of FiComm Partners
|
Aug 03, 2021 |
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
|
Jul 16, 2021 |
50. Being Totally ‘Transparent’ and Leaning Into Wealth Management Trends with Diana Britton, Managing Editor of WealthManagement.com
|
Jul 09, 2021 |
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
|
Jun 22, 2021 |
48. Understanding Risk Tolerance and The Powerful Impact of Giving Back with Helen Yang, Founder & CEO of Andes Wealth Technologies
|
Jun 18, 2021 |
47. Redefining Leadership and Exploring Human Capital and Compassion with Cecile Munoz, Founder and President of U.S Executive Search & Consulting
|
Jun 15, 2021 |
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
|
Jun 06, 2021 |
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
|
May 20, 2021 |
44. Uplifting Your Networking Synergy And Getting Real with Meg Hanington, EPC and Genevieve E. Thayer, EPC at Beacon Partners
|
May 11, 2021 |
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
|
Apr 27, 2021 |
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
|
Apr 15, 2021 |
41. Well-Th Rebalanced & The Simple Things Money Can’t Buy with Abby Salameh, Passionate C-Suite Exec & Champion for Independent Advisors
|
Apr 01, 2021 |
40. Financial Therapy and Creating Wealth from the Inside Out with Michelle Arpin Begina CFP®, CIMA®, Founder and Gateway of MichelleAB
|
Mar 26, 2021 |
39. Branding, Social Media and Podcasting that Lights You Up and Feeds Your Soul with Cathy Curtis, CFP®, Founder of Curtis Financial Planning, LLC
|
Mar 20, 2021 |
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
|
Mar 04, 2021 |
37. Becoming a Fintech Founder of a Global Risk and Compliance Management Software Company with Laxmi Ramanath, Founder and CEO, LaMeer Inc.
|
Feb 21, 2021 |
36. Building a Life and a Business without Limits with Stephanie Bogan, CEO and Founder, Limitless Adviser Coaching
|
Feb 09, 2021 |
35. Finding Your Personal Voice and Speaking Up for Race, Gender Equity, and ESG with Sonya Dreizler, Solutions with Sonya
|
Jan 23, 2021 |
34. Building Strong Networks and Keeping It Real with Nina O'Neal, Partner, Investment Advisor, Archer Investment Management
|
Jan 16, 2021 |
33. Catapulting Impact with Transformational Giving and Delusional Altruism with Kris Putnam-Walkerly, President of Putnam Consulting Group
|
Jan 07, 2021 |
32. Walking Through the Doors of Expert Journalism with Chelsea Emery, Senior Editor at Deke Digital
|
Dec 24, 2020 |
31. Building a FinTech Solution to Help Solve the Other Parts of Retirement Planning with Sheryl O’Connor, CEO & Co-Founder of IncomeConductor®
|
Dec 17, 2020 |
30. Going Above and Beyond to Serve the Needs of the People and Advisors with Maree Moscati, CEO of Copytalk
|
Dec 11, 2020 |
29. The Importance of Race, Mental Health, and Conducting DEI Workshops in the Workplace with Dr. Virletta Bryant, The Art of Healing Center
|
Dec 04, 2020 |
28. Reinventing your Career Journey, Taking Risks, Getting Creative and Finding Joy in Giving Back with Suzanne Siracuse, Suzanne Siracuse Consulting, LLC
|
Nov 27, 2020 |
27. Transforming Businesses by Being Both Problem Solver and Challenger with Jennifer Goldman, CFP®, Jennifer Goldman Consulting
|
Nov 20, 2020 |
26. Inspiring Personal Financial Responsibility and Leadership in Life Insurance with Faisa Stafford, LUTCF, SHRM-SCP, President & CEO Life Happens
|
Nov 12, 2020 |
25. Finding Your Voice and Becoming a Thought-Leader with Marie Swift, President and CEO of Impact Communications
|
Nov 03, 2020 |
24. Blogging About Food, Fashion, and Wine and Co-Starring on YouTube with Rosa Chalekian, Vice President of Operations Lake Avenue Financial
|
Oct 20, 2020 |
23. Being All-In and Iterating Towards Excellence with Shannon Spotswood, President of RFG Advisory
|
Oct 08, 2020 |
22. How to Own Your Yes and Your Worth with Velera Wilson, Public Speaker and Author of the book, “You’re Absolutely Worth It”
|
Oct 01, 2020 |
21. Healing, Growing, and Thriving Through Divorce and Separation with Lori Lustberg, CFP®, CDFA™, JD, at Pathway Financial Advisors
|
Sep 25, 2020 |
20: Nailing Your Next Negotiation and Leaving a Legacy with Zaneilia Harris, CFP®, President, Harris & Harris Wealth Management, LLC
|
Sep 19, 2020 |
19. Building Great Teams and Creating a Culture of Innovation with Kelly Waltrich, Chief Marketing Officer of Orion Advisor Solutions
|
Sep 10, 2020 |
18. Rising Up with Mindset, Marketing, Money and Media with Marsha Guerrier, Founder and CEO of HerSuiteSpot
|
Aug 28, 2020 |
17. Longevity and Evolving for Nearly Half a Century in Financial Services with Keena Pettijohn, CEO and Founder of Lifelogixs
|
Aug 25, 2020 |
16. Using Artificial Intelligence, Machine Learning, and The Art of the Pivot to Eliminate Bad Debt with Nami Baral, Founder and CEO of Harvest Platform
|
Aug 13, 2020 |
15. Solving the Talent Crisis with Generation Next, Diversity, and Inclusivity with Kate Healy, Managing Director at TD Ameritrade Institutional
|
Aug 11, 2020 |
14. Sharing and Owning Our Money Stories with Eugenié George MBA, CFEI, Author, Our Money Stories
|
Aug 06, 2020 |
13. Lift as You Climb with Stephanie Foster, MBA, CSPO, PMC-III, Head of Regional Product Management, Americas at Finastra
|
Jul 30, 2020 |
12. Elevating the Client Experience and Gathering Feedback with Julie Littlechild, Founder and CEO of Absolute Engagement
|
Jul 23, 2020 |
11. Mastering Adaptability and Finding Your Voice with Teri Shepherd, President of Carson Group
|
Jul 13, 2020 |
10. Starting a Movement and a Male Ally Network with Sheryl Hickerson, CEO of Females & Finance
|
Jul 06, 2020 |
9. Advancing, Empowering, and Leading Diversity & Inclusion with Cheryl Nash, CEO of Tegra118
|
Jun 30, 2020 |
8. Artificial Intelligence, Air Jordans, and Innovation with Dani Fava, Director of Product Strategy & Development at TD Ameritrade Institutional
|
Jun 25, 2020 |
7. Leaning Into Diversity and Impact in the Workplace with Mary Beth Storjohann, CFP® - CMO at Abacus Wealth Partners
|
Jun 14, 2020 |
6. Navigating Divorce and True Wealth with Bonnie A. Sewell, CFP®, CDFA®, AIF®, CEPA® - CEO of American Capital Planning
|
May 31, 2020 |
5. The Power of Connection with Sasha Pilch, Co-Founder of NYC Fintech Women
|
May 14, 2020 |
4. Going From Fearful to Fearless with Marguerita M. Cheng, CFP®, RICP® - CEO of Blue Ocean Global Wealth
|
Apr 28, 2020 |
3 (Bonus Episode). Coronavirus, Complex Adaptive Systems, and Creating Resilience with Carolyn McClanahan, M.D., CFP®, Founder of Life Planning Partners
|
Apr 15, 2020 |
2. Welcome to In the Suite Podcast
|
Mar 29, 2020 |
1. Becoming All You Can Be with Deborah Fox, CEO and Founder at AdvisorTouch
|
Mar 28, 2020 |