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 🌮.

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

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…

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

59. Developing the Family Legacy and Multi-Generational Planning with Vanessa Martinez, Managing Director, Partner at The Lerner Group and Co-Author of Family Value at Risk

We are excited to welcome Vanessa Martinez In The Suite. Vanessa is on a mission to break the standard of male-dominated partners and advisors within the financial planning industry.  Vanessa…

Continue Reading 59. Developing the Family Legacy and Multi-Generational Planning with Vanessa Martinez, Managing Director, Partner at The Lerner Group and Co-Author of Family Value at Risk

58. Top Twelve Takeaways from Carson Group’s #Excell2021: “Get Your Mind Right for Marketing”

“The Future has never been brighter than it is today.” -Ron Carson, Founder of Carson Group.  From October 12-14, 2021 at the Las Vegas Cosmopolitan, Founder of In The Suite…

Continue Reading 58. Top Twelve Takeaways from Carson Group’s #Excell2021: “Get Your Mind Right for Marketing”

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…

Continue Reading 57. Innovative Marketing: Empowering Financial Advisors Through The Digital Referral Shift with Samantha Russell, Chief Evangelist at FMG Suite & Twenty Over Ten

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

It's an absolute delight and honor to welcome Lee DeLorenzo, CFP®, CPWA®, AIF® in today's episode of In the Suite!  The name Lee DeLorenzo, CFP®, CPWA®, AIF® is synonymous with…

Continue Reading 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

55. Leading with Emotional Intelligence and Creating Net Worthwhile with Heather Fortner, MS, IACCP®, Chief Executive Officer at SignatureFD

We feel so lucky and honored to have Heather Fortner In the Suite! Heather Fortner, MS, IACCP® is the Chief Executive Officer at SignatureFD, an award-winning multi-billion-dollar integrated wealth management…

Continue Reading 55. Leading with Emotional Intelligence and Creating Net Worthwhile with Heather Fortner, MS, IACCP®, Chief Executive Officer at SignatureFD

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…

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

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…

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

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…

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