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

We're so honored to welcome Diana Britton, the Managing Editor of WealthManagement.com In the Suite. Diana is celebrating her 11th anniversary at the publication, covering independent broker/dealers, regulation, and the…

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

We’re delighted to welcome Sonya Dreizler of Solutions with Sonya to this episode of In The Suite. Sonya is a leading industry consultant, speaker, and thought leader whose work focused…

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In the Suite Podcast Episode 27: Transforming Businesses by Being Both Problem Solver and Challenger with Jennifer Goldman, CFP®, Jennifer Goldman Consulting


We’re thrilled to welcome Jennifer Goldman, CFP® to In The Suite. Jen is a powerhouse who has been published in several magazines, taught workshops, and spoken at several national conferences.…

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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 Episode 15: Solving the Talent Crisis with Generation Next, Diversity, and Inclusivity with Kate Healy, Managing Director at TD Ameritrade Institutional

This week In The Suite is happy to welcome Kate Healy into the guest chair. When I first came to the industry in 2010, Kate was the first woman to…

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In the Suite Podcast Ep 7: Leaning Into Diversity and Impact in the Workplace with Mary Beth Storjohann, CFP® – CMO at Abacus Wealth Partners

Today In the Suite welcomes Mary Beth Storjohann, CFP® Partner and Chief Marketing Officer at Abacus Wealth Partners. Mary Beth is an enterprising author, speaker, and financial coach who has…

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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