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