Episodes

Our episodes
What's In The Suite

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

Today’s episode of In The Suite with Samantha Russell is about creating your own momentum in…
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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

In today’s episode of In the Suite, we are excited to welcome Lee DeLorenzo, CFP®, CPWA®,…
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Women business power

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

We’re thrilled to welcome Liz Fritz In The Suite for today’s inspiring episode. Liz is Chief…
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53. Achieving Balance & Living an Intentional Life with Travis Parry, Ph.D. Best-Selling Author & Keynote Speaker

It is with immense pleasure and honor that we introduce our first male guest ever on…
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Young woman making a vlog holding refreshing drink and smiling.

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

It is an absolute pleasure to welcome Megan Carpenter In The Suite! Megan is the Co-Founder and…
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