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In the Suite is a podcast that shares amazing stories of women in business in the financial services and wealth management industry. The podcast features interviews with inspiring, top women leaders in business and some of the biggest names in the wealth management industry. In the Suite is where you’ll discover their best secrets and top strategies to grow a great business, build a strong brand, and lead teams in the 21st century. In the Suite podcast is hosted by Tina Powell, TEDx Speaker, former NYU Professor, Marketing Consultant and Partner, Chief of Community at Intention.ly
102 Episodes
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Send us Fan Mail In this episode of In The Suite, Tina Powell sits down with Rachel Cameron, Managing Director of Partnerships at Nitrogen, the advisor growth platform formerly known as Riskalyze. Rachel is a dynamic connector in the wealthtech ecosystem, helping advisors and fintech firms build powerful partnerships that drive real growth. At Nitrogen, she works at the intersection of advisor technology, AI innovation, and strategic collaboration, helping advisors move from simply managing r...
Send us Fan Mail For the 100th episode of In The Suite, I’m sitting down with the woman who made the very first power move in my life — my mother, Joanne Sutera. Long before there were downloads in over 133 countries, before sponsors, before a microphone ever turned on, there was one listener. Her. She believed in this work before there was proof it mattered. Joanne’s life is a masterclass in reinvention. She grew up the oldest of nine children in a chaotic household and went on welfare as a ...
Send us Fan Mail I’m joined by Ryan Goldenhar and Jackie Lewis, the powerhouse duo behind Wealth with Options, a San Diego–based firm helping tech professionals make sense of equity compensation, major liquidity events, and the emotional decisions that come with sudden or complex wealth. Ryan and Jackie bring a rare combination of technical rigor and humanity to financial planning—meeting clients not just where the numbers are, but where their values, fears, ambitions, and life transitions li...
Send us Fan Mail In this episode of In the Suite, host Tina Powell sits down with Marla Sofer, fintech founder and visionary behind Knomee, the AI-powered behavioral finance platform helping advisors uncover their clients’ financial identity. With 25+ years across JP Morgan, BlackRock, and Lending Club, Marla shares how she turned industry experience into innovation — building technology that connects advisors and clients at the human level. We explore: The birth of “financial identity” and w...
Send us Fan Mail In this episode of In The Suite, I’m joined by Carina Diamond, CEO of GFP Private Wealth. Carina shares how she’s honoring the pioneering legacy of Sally Gries while boldly steering the firm into the future. From the power of rebranding to harnessing AI and building next-gen talent pipelines, Carina is a masterclass in leadership reinvention. We talk about: Why rebranding matters more than most firms admitHow to lead boldly without abandoning legacyWhy Carina believes AI is “...
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