54. Women in WealthTech and Fluid Expectations with Liz Fritz, Chief Commercial Officer at F2 Strategy

We're so excited to Welcome Liz Fritz, the Chief Commercial Officer of F2 Strategy, a Silicon Valley-based wealth management technology and marketing firm that's growing by leaps and bounds. Liz…

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42. Making Bold Moves, Mentoring, and Co-Creating C-Suite Level Shifts with Martine Lellis, CPA®, CFP
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42. Making Bold Moves, Mentoring, and Co-Creating C-Suite Level Shifts with Martine Lellis, CPA®, CFP

We’re thrilled to welcome Martine Lellis, CPA®, CFP In The Suite. In this episode we talk about making those big changes and bold moves in life. Martine recognizes that these…

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In the Suite Podcast Episode 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

Today In The Suite welcomes Nami Baral, a woman who has found a way to magically blend passion and purpose in her career. Nami is the founder and CEO of…

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In the Suite Podcast Ep 3: Bonus Episode – Coronavirus, Complex Adaptive Systems, and Creating Resilience with Carolyn McClanahan, M.D., CFP®, Founder of Life Planning Partners
Carolyn McClanahan - M.D., CFP®, Founder of Life Planning Partners

In the Suite Podcast Ep 3: Bonus Episode – Coronavirus, Complex Adaptive Systems, and Creating Resilience with Carolyn McClanahan, M.D., CFP®, Founder of Life Planning Partners

Given the state of the world right now, I thought it important to have a conversation that acknowledged the impact of Coronavirus on the financial services and wealth management industry.…

Continue Reading In the Suite Podcast Ep 3: Bonus Episode – Coronavirus, Complex Adaptive Systems, and Creating Resilience with Carolyn McClanahan, M.D., CFP®, Founder of Life Planning Partners