Poslušajte poddajo In the Suite

Ep 95 Navigating Growth and Innovation in Wealth Tech with Vickie Lewin, Chief Growth Officer at Amplify	In the Suite	44:37
EP 94 From CMO to CEO: How Kelly Waltrich is Redefining Intentional Growth Strategy in Fintech and Financial Services at Intention.ly (Don't Do That Podcast)	In the Suite	33:33
EP 93 From WealthTech to Community: Tina Powell on Growth, Resilience, and Advocacy (WealthTech on Deck with Jack Sharry)	In the Suite	38:01
EP 92 From Then to Now: The Power of Vision and Independence with Topaz Morrison, Chief Operations Officer at Independent Advisor Alliance	In the Suite	44:38
EP 91 The Human Side of Retirement Planning with Morningstar's Christine Benz, Director of Personal Finance and Author of "How To Retire"	In the Suite	55:00
EP 90 Empowering Financial Advisors through Community: Carolyn Armitage's Vision with RIA Circle	In the Suite	53:59
EP 89 Redefining Finance: Nia Impact Capital's Kristen Hull on Gender Lens Investing and Racial Equity	In the Suite	44:00
EP 88 The Power of Instinct: Lazard Family Office Partners' Casey Whalen’s Journey Through Finance and Mentorship	In the Suite	49:12
EP 87 The Power of Perspective: How Evan Simonoff Has Shaped Financial Journalism	In the Suite	53:25
EP 86 #LiveFromIMPACT A Conversation with John O'Connell, CEO and Founder of The Oasis Group: Tech Transformation and Business Growth	In the Suite	16:45
EP 85 #LiveFromIMPACT A Conversation with AssetLink's CEO Devon Drew: Revolutionizing Asset Management Through Technology	In the Suite	17:25
Ep 84 #TinaTalks Battling Lung Cancer: My Story of Survival and Strength	In the Suite	57:34
EP 83 #LiveFromJOLT - Part 1: Opening Party Interviews & Part 2: Personal Branding Panel from Jolt Financial Advisor Marketing Conference	In the Suite	64:12
EP 82 #LiveFromMSUM22 - Behind the Scenes of MarketCounsel Summit 2022	In the Suite	37:24
EP 81 Trailblazing and Breaking Barriers with Tricia Rothschild, FinTech and Global Wealth Management Executive	In the Suite	48:04
EP 80 #LiveFromFuse - The Ultimate Viral Tweet and Tale of Behavioral Finance with Dr. Daniel Crosby, Chief Behavioral Officer, Orion Advisor Solutions	In the Suite	64:33
EP 79 Leaning into Grit, Mastery and Growth with Shruti Joshi, Chief Operating Officer of Facet Wealth	In the Suite	45:58
EP 78 #LiveFromExcell – Making Financial Services More Inclusive: Interview with a Disruptor - Dana Wilson, Founder of CHIP (Changing How Individuals Prosper)	In the Suite	45:14
EP 77 #LiveFromExcell - Using the Power of Storytelling and Conversations to Transform Your Life with Tucker Bryant, Poet & Keynote Speaker at www.tuckerbryantspeaks.com	In the Suite	39:27
EP 76 Turning Trauma into Transformation and Growth with Yemi Penn, PhD Researcher, Author, Documentary Producer & Speaker	In the Suite	46:27
EP 75 Exploring the Intersection of Tax Planning, Estate Planning and Wealth with Megan Gorman, Founder and Managing Partner, at Chequers Financial Management	In the Suite	51:41
EP 74 Empowering Others and the Wealth Freedom Formula with Eunicia Peret, CEO and Founder of the Empowered Financial Planner	In the Suite	56:32
EP 73 Humanizing, Demystifying, and Myth Busting Compliance with Jessica Sexton, Chief Compliance Officer of Independent Advisor Alliance	In the Suite	47:17
EP 72 Live from 2022 T3 Advisor Conference & Enterprise Day - My Conversations with 11 Bold FinTech Visionaries Making News and Headlines	In the Suite	110:22
EP 71 Building Strength and Breaking Through Barriers with Jess L. Bost, RICP®, VP of Partnerships at Alpha Architect and CrossFit Coach	In the Suite	86:35
EP 70 Live from ExchangeETFs - Inclusion and Equity in Fintech with Nicole Casperson, Founder of WTFintech? & Content Creator at Workweek	In the Suite	54:56
EP 69 Guiding Women in Tech to Success with Danika Waddell, CFP®, RLP®, CSLP®, President & Founder of Xena Financial Planning	In the Suite	51:54
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	In the Suite	50:54
EP 67 Real Estate Investing for Women and a Multifamily Masterclass with Veena Jetti, Founding Partner, Vive Funds	In the Suite	55:13
EP 66 Championing Women's Empowerment and the Entrepreneurial Spirit of Independent Investment Advisers with Brian Hamburger, President and Chief Executive Officer of MarketCounsel	In the Suite	48:01
EP 65 Innovation, Adaptation and Global Video Empowerment with Katie Braden, CFP® , Founder & CEO of Innovating Advice	In the Suite	47:39
Ep. 64 “Get Your Book Done in This Lifetime” with Amy Buttell, CEO, Lake Effect Creative	In the Suite	54:15
63. Plan Empowered, Rebranding, and Redefining Your Standard with Kate Asack, Chief Operating Officer, TimeScale Financial	In the Suite	55:44
62. MarketCounsel Summit Recap: My Conversations with Fintech and Wealthtech Leaders Shaping the Future	In the Suite	99:28
61. Talking Crypto, Community, and Career Moves with Torie Happe, Head of Business Development for Onramp Invest	In the Suite	61:05
60. Social Media Savviness for Financial Advisors and Women In Finance with Courtney McQuade, Consultant, Social Solutions for Financial Services	In the Suite	52:40
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	In the Suite	49:56
58. Top 12 Takeaways from Carson Group’s #Excell2021: “Get Your Mind Right for Marketing”	In the Suite	30:06
57. Innovative Marketing: Empowering Financial Advisors Through The Digital Referral Shift with Samantha Russell, Chief Evangelist at FMG Suite & Twenty Over Ten	In the Suite	52:20
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	In the Suite	50:22

Ep 95 Navigating Growth and Innovation in Wealth Tech with Vickie Lewin, Chief Growth Officer at Amplify

44:37

EP 94 From CMO to CEO: How Kelly Waltrich is Redefining Intentional Growth Strategy in Fintech and Financial Services at Intention.ly (Don't Do That Podcast)

In the Suite

33:33

EP 93 From WealthTech to Community: Tina Powell on Growth, Resilience, and Advocacy (WealthTech on Deck with Jack Sharry)

In the Suite

38:01

EP 92 From Then to Now: The Power of Vision and Independence with Topaz Morrison, Chief Operations Officer at Independent Advisor Alliance

In the Suite

44:38

EP 91 The Human Side of Retirement Planning with Morningstar's Christine Benz, Director of Personal Finance and Author of "How To Retire"