61. Talking Crypto, Community, and Career Moves with Torie Happe, Head of Business Development for Onramp Invest

Torie Happe (connect with her on LinkedIn) is taking a seat in the suite with us on this inspirational episode! She's head of Business Development for Onramp Invest, a crypto asset integration platform for financial advisors, started in August 2021. You'll also recognize Torie as the cohost of TacoTech with Johnny Sandquist, a podcast where two friends talk about fintech trends in the wealth management industry and tacos 🌮.

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60. Social Media Savviness for Financial Advisors and Women In Finance with Courtney McQuade, Consultant, Social Solutions for Financial Services

We’re so thrilled to welcome Courtney McQuade in tonight’s episode. Courtney is a social media strategist and independent consultant for Citywire USA. With over a decade of experience, she provides…

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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

We’re thrilled to have Samantha Russell In the Suite today as she shows us the true power of momentum in the ever-changing world of technology, innovation, and social media. Samantha…

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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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52. Authenticity and Strategic Frameworks for Success in Advisor Marketing, PR, and Podcasting with Megan Carpenter, CEO and Co-Founder of FiComm Partners

We are so honored and excited to welcome Megan Carpenter to In the Suite. She's the CEO and Co-Founder of FiComm Partners. Recently honored in the InvestmentNews 40 Under 40…

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34. Building Strong Networks and Keeping It Real with Nina O’Neal, Partner, Investment Advisor, Archer Investment Management

It’s a joy to welcome Nina O’Neal to In The Suite. Nina is a financial advisor, mother, wife, contributing author, Founder, and so much more. Nina’s passion for finance and…

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In The Suite Podcast Episode 25: Finding Your Voice and Becoming a Thought-Leader with Marie Swift, President and CEO of Impact Communications
Marie Swift, President and CEO of Impact Communications

In The Suite Podcast Episode 25: Finding Your Voice and Becoming a Thought-Leader with Marie Swift, President and CEO of Impact Communications

We’re honored to welcome Marie Swift to In The Suite today. Marie is a public relations powerhouse. Over the years, she’s accrued insights, advice, connections, know-how, and tools to enable her…

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In the Suite Podcast Episode 22: How to Own Your Yes and Your Worth with Velera Wilson, Public Speaker and Author of the book, “You’re Absolutely Worth It”
Velera Wilson - Public Speaker and Author of the book, “You’re Absolutely Worth It”

In the Suite Podcast Episode 22: How to Own Your Yes and Your Worth with Velera Wilson, Public Speaker and Author of the book, “You’re Absolutely Worth It”

It was fate that this episode of In The Suite was recorded on the anniversary of MLK Jr’s I Have A Dream speech. It was the energy of that auspicious…

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In the Suite Podcast Episode 18: Rising Up with Mindset, Marketing, Money and Media with Marsha Guerrier, Founder and CEO of HerSuiteSpot
Marsha Guerrier, Founder and CEO of HerSuiteSpot

In the Suite Podcast Episode 18: Rising Up with Mindset, Marketing, Money and Media with Marsha Guerrier, Founder and CEO of HerSuiteSpot

Marsha Guerrier is one of those people who manages to effortlessly get it all done. As a multihyphenate businesswoman, Marsha organizes her life around four main pillars: mindset, marketing, money…

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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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