Read more about the article In The Suite Podcast Episode 26: Inspiring Personal Financial Responsibility and Leadership in Life Insurance with Faisa Stafford, LUTCF, SHRM-SCP, President & CEO Life Happens
Faisa Stafford, LUTCF, SHRM-SCP, President & CEO Life Happens

In The Suite Podcast Episode 26: Inspiring Personal Financial Responsibility and Leadership in Life Insurance with Faisa Stafford, LUTCF, SHRM-SCP, President & CEO Life Happens

We’re thrilled to welcome Faisa Stafford, LUTCF, SHRM-SCP to In The Suite. Faisa is C-Suite Leadership queen. She’s held roles from COO to CFO to CEO and President.  Faisa aims…

Continue ReadingIn The Suite Podcast Episode 26: Inspiring Personal Financial Responsibility and Leadership in Life Insurance with Faisa Stafford, LUTCF, SHRM-SCP, President & CEO Life Happens
Read more about the article 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…

Continue ReadingIn The Suite Podcast Episode 25: Finding Your Voice and Becoming a Thought-Leader with Marie Swift, President and CEO of Impact Communications
Read more about the article In The Suite Podcast Episode 23: Being All-In and Iterating Towards Excellence with Shannon Spotswood, President of RFG Advisory
Shannon Spotswood, President of RFG Advisory

In The Suite Podcast Episode 23: Being All-In and Iterating Towards Excellence with Shannon Spotswood, President of RFG Advisory

We’re thrilled to welcome Shannon Spotswood In The Suite. It’s rare to find someone who discovers their life’s passion so early in life. Shannon has been interested in Wall Street…

Continue ReadingIn The Suite Podcast Episode 23: Being All-In and Iterating Towards Excellence with Shannon Spotswood, President of RFG Advisory
Read more about the article 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…

Continue ReadingIn 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”
Read more about the article In the Suite Podcast Episode 21: Healing, Growing, and Thriving Through Divorce and Separation with Lori Lustberg, CFP®, CDFA™, JD, at Pathway Financial Advisors
Lori Lustberg, CFP®, CDFA®, JD - Financial Planner at Pathway Financial Advisors

In the Suite Podcast Episode 21: Healing, Growing, and Thriving Through Divorce and Separation with Lori Lustberg, CFP®, CDFA™, JD, at Pathway Financial Advisors

Today we’re excited to welcome Lori Lustberg, CFP®, CDFA™, JD  In The Suite. Lori is a remarkable mix of legal insight and financial expertise with a deep appreciation for financial…

Continue ReadingIn the Suite Podcast Episode 21: Healing, Growing, and Thriving Through Divorce and Separation with Lori Lustberg, CFP®, CDFA™, JD, at Pathway Financial Advisors

In the Suite Podcast Episode 20: Nailing Your Next Negotiation and Leaving a Legacy with Zaneilia Harris, CFP®, President, Harris & Harris Wealth Management, LLC

It’s an honor to welcome Zaneilia Harris, CFP® to In the Suite today. Zaneilia is a finance powerhouse. She’s author of the book, Finance 'n Stilettos: Money Matter for the…

Continue ReadingIn the Suite Podcast Episode 20: Nailing Your Next Negotiation and Leaving a Legacy with Zaneilia Harris, CFP®, President, Harris & Harris Wealth Management, LLC
Read more about the article In the Suite Podcast Episode 19: Building Great Teams and Creating a Culture of Innovation with Kelly Waltrich, Chief Marketing Officer of Orion Advisor Solutions
Kelly Waltrich, Chief Marketing Officer of Orion Advisor Solutions

In the Suite Podcast Episode 19: Building Great Teams and Creating a Culture of Innovation with Kelly Waltrich, Chief Marketing Officer of Orion Advisor Solutions

It's so exciting to welcome Kelly Waltrich to In the Suite today. Kelly is Chief Marketing Officer of Orion Advisor Solutions, a company that offers a personalized financial management continuum,…

Continue ReadingIn the Suite Podcast Episode 19: Building Great Teams and Creating a Culture of Innovation with Kelly Waltrich, Chief Marketing Officer of Orion Advisor Solutions
Read more about the article 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…

Continue ReadingIn the Suite Podcast Episode 18: Rising Up with Mindset, Marketing, Money and Media with Marsha Guerrier, Founder and CEO of HerSuiteSpot
Read more about the article In the Suite Podcast Episode 17:  Longevity and Evolving for Nearly Half a Century in Financial Services with Keena Pettijohn, CEO and Founder of Lifelogixs
Keena Pettijohn, CEO and Founder of Lifelogixs

In the Suite Podcast Episode 17: Longevity and Evolving for Nearly Half a Century in Financial Services with Keena Pettijohn, CEO and Founder of Lifelogixs

This week In The Suite is positively delighted to welcome Keena Pettijohn into the guest chair. No matter your age, Keena is a woman we can all look up to…

Continue ReadingIn the Suite Podcast Episode 17: Longevity and Evolving for Nearly Half a Century in Financial Services with Keena Pettijohn, CEO and Founder of Lifelogixs

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…

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