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In the Suite

Author: Tina Powell |

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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 Growth Officer at
82 Episodes
Today, we're taking you on an exclusive journey behind the scenes of one of the industry's most coveted events: the MarketCounsel Summit. We spent an entire day recording 18 back-to-back podcast interviews. It was a marathon, but we couldn't have done it without the help of some truly amazing people. A huge thank you goes out to Brian Hamburger and Ryan Marcus from MarketCounsel, who helped make this episode possible. Erica Ellis, Conference and Event Manager from, was an incredible event wingman, and Kevin Hirshorn, our talented podcast producer and editor at large worked miracles to bring it all together.Last, we want to thank the 18 guests you'll hear from in this episode. These experts generously shared their time and insights with us, and we couldn't be more grateful. Brian Hamburger - Founder of MarketCounsel and the Hamburger Law FirmJoe Anthony - President & Co-Owner, Gregory FCAMegan Carpenter - CEO & Co-Founder, FiComm PartnersScott MacKillop - CEO, First Ascent Asset ManagementSuleman Din - Advisor Intelligence Lead, AdvisorEngine Brian McLaughlin - President, Orion Advisor Technology Eric Clarke - CEO, Orion Advisor Services Aaron Klein - CEO & Co-Founder, Riskalyze Joel Bruckenstein - FinTech Expert, T3 Technology Tools for TodayZach Conway - Founder & CEO, Seeds InvestorAnthony Stich - CRO, EntrustodySpenser Segal - CEO, ActiFiDavid Wood - Founder & Chief Visionary Officer, Gateway Financial Partners Stephanie Bogan - Founder, Chief Possibility Officer, Limitless Adviser Coaching Martine Lellis - Chief Talent & Administrative Officer, Mercer Advisors Shannon Spotswood - President, RFG Advisory David Canter - President, Bluespring Wealth Partners Eric Godes - SVP, Senior Consultant, FP TransistionsAnd thank you so much for listening and subscribing, and giving us 5-star reviews. We are so so grateful to you.  We’ve got listeners in 1,361 cities and 66 countries. That’s the most we’ve ever had, and we owe it all to you, so thank you. Feel free to email me at to pitch guests for Season 4 2023 and let us know who you want to see here In The Suite. Please follow us on Instagram 👇 for listening, we appreciate your support and 5-star reviews of our show <thank you>! Want to get in touch? Email me at to pitch guests and let us know who you want to see here In The Suite.
Taking a seat in the suite for an inspiring episode is the unstoppable Tricia Rothschild, a powerhouse in the world of FinTech. With a career spanning over 30 years and an impressive portfolio of success, Tricia is the epitome of excellence in wealth tech. From serving as the President of Apex Fintech Solutions to her nearly 26 years at Morningstar, where she held positions as Chief Product Officer and Co-Head of Global Markets, managing a $700M portfolio of global software, data, and research businesses.With a Bachelor's degree from Northwestern University, a Master's in Russian and Central European economics from Indiana University, and a CFA designation, Tricia is an expert in her field. Recognized as "Women to Watch" by InvestmentNews and named "Most Likely to Change Wealth Management" by Financial Planning, Tricia is a true leader in the industry. She is currently Vice Chair of the CFA Institute Board of Governors and sits on the advisory board of Riskalyze and Financial Fitness Group.And that's not all! One of the many gifts you’ll discover about Tricia Rothschild in this episode is that she is a pioneer in many ways, including her philanthropy endeavors. Tricia and her husband co-founded the Chicago Giving Circle, a community of families supporting local non-profits. In this episode, Tricia opens up about the evolution of Fintech, the importance of checking in, and women's representation in the industry. She also sheds light on the rebranding of Riskalyze and the difference between a CFA and CFP designation while sharing key lessons she's learned from trailblazing a long and successful career as a WealthTech Investor and Independent-minded fan of the disrupter and the underdog In The Suite. Some key points include the influence and evolution of Fintech, the importance of checking in, retaining women clients, and embracing creative methods to reach out to younger investors. Below is the agenda:Welcome Tricia!Congrats On Being Appointed to the Board of Directors (04.45)Rebranding Riskalyze (07:00)Lessons learned from 26 years at Morningstar (13:38)The Role of Certification In Careers (20:20)Women’s Representation In The Industry (28:35)The Simple Concept Of a Check-In (32:44)New Year Resolution (37:10)About Financial Fitness Group (39:36)Family Life (45:00)How To Get In Touch with Tricia (47:15)Tricia’s choice of charity (47:35)Resources Tricia Rothschild LinkedIn RiskalyzeFinancial Fitness Group (FFG) CFA Institute The Giving CirclePlease follow us on Instagram 👇 for listening, we appreciate your support and 5-star reviews of our show <thank you>! Want to get in touch? Email me at to pitch guests and let us know who you want to see here In The Suite.
Today we take a seat in the suite, live from Orion Fuse Park City Utah, with the one and only Dr. Daniel Crosby. Daniel is a psychologist and behavioral finance expert who helps organizations understand the intersection of mind and markets. He is the Chief Behavioral Officer at Orion Advisor Solutions, Orion is a tech powerhouse, designed to bring together leading-edge technology and wealth management. Through a most-in-one advisor platform, Orion powers the success of growth-focused advisors, helping them compete more successfully. His role entails bringing behavioral tools, training, and technology to financial advisors and investors so that they can make better decisions with their money. Daniel holds a Ph.D. in Psychology from Brigham Young University and started his career as a consultant before joining Brinker Capital as Chief Behavioral Officer in 2018, which Orion Advisor Solutions then acquired.Daniel hosts the award-winning podcast, "Standard Deviations," in which he discusses with his guests everything from finance to retirement to wellness you can find it on all the major podcast platforms.To date, he's written five books on behavioral finance. His first book, 'Personal Benchmark: Integrating Behavioral Finance and Investment Management,' was a New York Times bestseller, and his second book, 'The Laws of Wealth,' was named the best investment book of 2017 by the Axiom Business Book Awards and been translated into seven languages! One of the many gifts you’ll discover about Dr. Daniel Crosby in this episode is his gift for transforming research methodology data and financial terms into simple and easy-to-implement strategies in real-life. Within seven years, he's launched five books in which he has simplified behavioral finance concepts and looks at the psychology, physiology, and sociology of financial decision-making. Daniel's ideas have also appeared in the Huffington Post, Risk Management Magazine,, and Investment News. Daniel was named one of the "12 Thinkers to Watch" by and a "Financial Blogger You Should Be Reading" by AARP. Without a doubt, Daniel's insights on how emotions can cloud our judgment and impact logical decisions can give us all food for thought.While today's episode is jam-packed with great insights into the evolution and future of financial behavior, we also get a glimpse into Daniel's personal life, his life as a husband, a father, and a FinTwit sensation, and his viral tweet with Elon Musk In The Suite!!! Resources Dr. Daniel Crosby Standard Deviations PodcastTina Powell's Episode on Standard Deviations PodcastDr. Daniel Crosby on Amazon Orion Advisor Solutions Orion Advisor Fuse Dr. Daniel Crosby on Twitter Daniel Crosby on Instagram Please follow us on Instagram 👇 for listening, we appreciate your support and 5-star reviews of our show <thank you>! Want to get in touch? Email me at to pitch guests and let us know who you want to see here In The Suite.
In today’s episode of In The Suite, we’re honored to welcome Shruti Joshi. Shruti is the COO of Facet Wealth, one of the fastest-growing FinTech firms in America, empowering people to live more enriched lives through a no-minimum, flat-fee model.Shruti is different from your typical leader in wealth management. She is a former consumer tech founder and a proven Fortune 15 executive with a track record of driving efficient and rapid growth across multiple B2C and B2B businesses.  Before joining Facet Wealth, Shruti was an Equity Partner/Director at Altman Solon, the world’s largest global strategy consulting firm focused on telecommunications, media, and technology. She was also the Executive Director of Verizon Communications, in which she was responsible for customer acquisition and bringing FiOS and other network products to market.  Most recently, Shruti has been one of the keynote speakers at Nicole Casperson’s FinTech Femme event!Shruti initially joined Facet Wealth as an early investor and member of its advisory board. Over time she grew into the role of a consultant and eventually became the COO. Shruti admits that the role of a COO is one of the most misunderstood titles because its definition completely varies from company to company. However, for Shruti, being a COO is about bringing humanity to financial planning and changing the narrative around wealth-building models into something affordable and accessible to everyone. Our discussion with Shruti is incredibly powerful in gaining insights and a competitive edge. Shruti proves you do not need to be the founder of a company to make positive changes in the industry – there are other leadership roles in which you can utilize and leverage your skill sets to excel. Today’s episode is about making financial choices that align with your value system and, above all, dreaming big. Be sure to tune in! Welcome Shruti!Highlights of The FEM event (03:08)The Journey to FinTech & Facet Wealth (06:30)The Role of COO (13:30)How to Up Your Game To Become a Leader (16:15)Work Culture at Facet Wealth (21:03) The Benefit of a Subscription-Based Business Model (25:44)Health Wellness in Financial Wellness (28:09)Tips on Raising Capital (34:35)Aim High and Dream Big (38:24)Shruti Outside Work (41:15)Get In Touch With Shruti (44:15)Shruti’s Choice of Charity (45:10) Links to Resources Shruti Joshi LinkedInShruti Joshi InstagramShruti Joshi Twitter Facet Wealth Website Fintech Is FemmeGrit by Angela Duckworth Transcendental Meditation David Lynch Foundation Please follow us on Instagram 👇 for listening, we appreciate your support and 5-star reviews of our show <thank you>! Want to get in touch? Email me at to pitch guests and let us know who you want to see here In The Suite.
In this amazing conversation, live from Excell, my guest cohost Vanessa Martinez and I sit down with Dana Wilson, Founder & CEO of CHIP (Changing How Individuals Prosper), a B2B financial services marketplace that makes it easy to find Black and Latinx financial professionals. Dana is a diversity and inclusion award winner named "One To Watch" in Fintech from Money 20/20 and a 2021 Trailblazer from Black Women In Media. Dana is also the co-founder of The BRIEF, a quarterly digital magazine with a mission to elevate the voices and knowledge of Black and Latinx professionals in finance and law. This past December 2022, Dana won the BGV - Black Girl Ventures Foundation - NYC Pitch Competition. Congratulations Dana!  She’s also a Board Member and Partner for MAXBLACK WEALTH and MAXBLACK Media LLC. MAXBLACK Media LLC.  Dana graduated from North Carolina Central University, where she received her Bachelor of Business Administration (BBA) with a concentration in Marketing. She is currently an Executive MBA candidate at Penn State University, Smeal School of Business, studying Strategic Leadership and completing a concentration in Corporate Innovation. In today’s episode, broadcasting live from the Chelsea Theater inside the Cosmopolitan Hotel, we explore how Dana is working to close the racial wealth gap through her company CHIP. By building a business and a bridge to financial professionals, she's ensuring that Black and LatinX people find financial power by getting seen, heard, and empowered with their money.We also talk about the need to change, to get uncomfortable - a perfect segway for the New Year! In fact, one of the many gifts you’ll discover about Dana Wilson in today’s episode is the courage it takes to step into greatness. Her own. Dana’s website is and her social media handles are @danadisrupts By taking chances and leaning into disruption we can create positive change IN The Suite. Please follow us on Instagram 👇 for listening, we appreciate your support and 5-star reviews of our show <thank you>! Want to get in touch? Email me at to pitch guests and let us know who you want to see here In The Suite.
Today’s episode is the first of its kind. I’ve invited my first guest host and shero Stephanie Foster, In The Suite - to interview the multi-talented Tucker Bryant, Poet & Keynote Speaker at this year's Carson Excell conference in Las Vegas. Stephanie is a startup executive and advisor, an ETA (electronic transactions association 40 under 40 honoree), and a previous guest. Tucker is an award-winning poet and storyteller who left his full-time job as a Product Marketing Manager at Google to help large corporate companies explore the connection between poetic thinking and creative leadership to live a healthier and more fulfilled life. Tucker's passion for language, writing, and performance began during his schooling days in England. However, when he started his career in Silicon Valley, he discovered how many people in the corporate world are uncomfortable with accessing the creative part of their thought process to bring about innovation. And because poetry allows you to be vulnerable, take risks, and explore new things, Tucker believes that everyone can benefit from exploring this art form. As a result, in his hybrid presentations and performances, he uses poetry as a springboard to inspire people to develop new perspectives and tear down comfort zones to spark long-lasting impact. In fact, one of the many gifts you’ll discover about Tucker Bryant in this episode is his approach to poetic storytelling, which is so powerful and emotional. it's no surprise that he receives a standing ovation at every single stage.Tucker's stories have been seen by millions online, featured at TEDx, and shared on stages with some of our highest-level speakers. He has spoken on stage with Mark Cuban, FCC Chairman Tom Wheeler, Maryland Governor Larry Hogan, NASA Director Michelle Thaller, and founders and executives from Fortune 500 companies like Twitter, Amazon, McDonald's, and Walgreens. Today's episode with Tucker is a masterclass that'll put a spring in your step. Not only does he share with us personal details on how poetry helped him overcome depression, but he also gives golden tips on becoming a better storyteller. He also reveals his childhood dream, his love for music, what he did to get out of his comfort zone, and the positive impact women have had in his successful life. If you're ready to make positive changes in your life, Tucker Bryant is the speaker you need to hear. He's a dynamic and engaging speaker who gets people fired up, motivated, and inspired In the Suite. Episode Resources TuckerBryantSpeaks.comTucker Bryant LinkedInTucker Bryant TwitterCarson Excell RecapCarson GroupCardiomyopathyUK Please follow us on Instagram 👇 for listening, we appreciate your support and 5-star reviews of our show <thank you>! Want to get in touch? Email me at to pitch guests and let us know who you want to see here In The Suite.
I’m honored to welcome Yemi Penn In The Suite! Yemi is a transformational thought leader, author, documentary producer, TEDx speaker, and global advocate for equality and equity in STEM fields. Yemi is a British-born Nigerian living in Sydney who is an engineer by profession, an entrepreneur by passion, and a transformational mindset coach by mission. A mother of two with a rebellious curiosity for life and business, Yemi is working towards her lifelong goal of a Ph.D. Her first book, "Did You Get The Memo? Because I F**king Didn't", prompts the powerful message of owning our story, breaking free of living life by the 'rules,' stepping out of our shadow, and finding our voice to transmute pain into power. This led to her gaining an international reputation as a motivational speaker. She continues sharing her personal and business insights through creative mediums, including her 3-part documentary series, 'Did I Choose My Trauma?'. Yemi achieved all of this while developing four successful companies. Simply put, she is trying to change society by elevating the conversation around diversity and disruption. In fact, one of the many gifts about Yemi Penn you will discover in this episode is that her success did not happen overnight, and she has experienced a lot of adversity throughout her life. She talks about making decisions and thinking out of the box for yourself, finding strength in stillness, saying yes to taboo stories, and not being comfortable with the uncomfortable. Yemi's journey has proven that success doesn't come from a single formula. I can't wait for you to hear today's powerful conversation In The Suite.Resources Mentioned  Yemi’s Book - Did You Get The Memo?: Because I F**king Didn't on Amazon Yemi's Documentary - Did I Choose My Trauma (Full Documentary) Yemi’s TEDx Talk Yemi's   Yemi Penn on Instagram  Yemi’s Create Your Own Memo Course Strength and Stillness: The Power of Transcendental Meditation by Bob Roth  on Amazon Please follow us on Instagram 👇 for listening, we appreciate your support and 5-star reviews of our show <thank you>! Want to get in touch? Email me at to pitch guests and let us know who you want to see here In The Suite.
Today’s conversation in the suite is about extraordinary journeys with Megan Gorman. Megan is the Founder and Managing Partner at Chequers Financial Management, a female-owned high-net-worth tax and financial planning firm in San Francisco, California, that started nearly 8 years ago. Megan’s financial career began when she took her first tax class at Rutgers Law School after earning a B.S. in history from Bryn Mawr College and studying in London. Her insatiable curiosity and passion for exploring financial issues through the lens of psychology, culture, and history has spawned a specialization in tax planning, a firm with a single premise:  to establish long-term, lasting relationships best to serve the needs of high-net-worth individuals and families. Driven by this passion, she spent almost 20 years advising wealthy families on navigating their financial lives in her roles at Goldman Sachs and BNY Mellon Wealth Management before starting Chequers. The name Chequers Financial Management has special significance you’ll discover about 15 minutes into our conversation and derives its meaning from the U.K. It is the second home of the U.K. Prime Minister, and today is Rishi Sunak. Megan is a deep thinker, and her efforts have earned her the distinction of being named to the Forbes 2022 list of America’s top women wealth advisors. She’s also a senior contributor at Forbes, writing on the intersection of her passions: tax, finance, retirement, and estate planning. She’s frequently quoted in prominent financial media outlets, including the Washington Post, CNN, and The Wall Street Journal, and more! She can be heard weekly on the Money Tree Investing Podcast panel, discussing trending topics in the investment world. In addition to everything she already does, Megan has recently joined the advisory board of Swaay Media Inc. Her other engagements include Schwab Impact, Tory Burch Foundation, Chief, and Better Place Forests. Just WOW.In fact, one of the many gifts you’ll discover about Megan Gorman in this episode is her unmistakable passion for problem-solving and bold entrepreneurial journeys. As an adjunct law professor at Golden Gate School of Law and the author of, she shares sound advice on taking control of our taxes and finances in the present and planning for our future destiny In The Suite. ResourcesChequers Financial ManagementMegan Gorman LinkedIn Megan Gorman TwitterMegan Gorman ForbesThe Wealth IntersectionNational Endowment for Financial Education Mercy Brown Bag ProgramPlease follow us on Instagram 👇 for listening, we appreciate your support and 5-star reviews of our show <thank you>! Want to get in touch? Email me at to pitch guests and let us know who you want to see here In The Suite.
Today In The Suite, we visit with Eunicia Peret, CEO and Founder of the Empowered Financial Planner. With over 17 years of financial strategy consulting experience, Eunicia focuses on delivering bottom-line value to corporate executives and successful business owners across multiple industries. Eunicia is passionate about helping people optimize their wealth, take control of their money, and minimize taxes. She specializes in helping motivated individuals get the answers to the complex financial questions many of her clients are willing to discuss. She believes everyone deserves to have a customized financial roadmap for long-term gains that fits their goals, needs, and desires.Tired of the lack of transparency in the industry, Eunicia has made it her mission to share her knowledge with those who want to escape financial dependency. Through her Wealth Freedom Formula, she has helped over 200 clients Eunicia shares that nothing makes her happier than the opportunity to make a difference in the lives of individuals, families, and businesses. In fact, one of the amazing gifts you’ll discover about Eunicia Peret in this episode is her inspiring backstory and journey of becoming an entrepreneur. Not only will you learn about unlocking financial opportunities but also the importance of having the right mindset to achieve them. Take a listen, and you will find something that will take you to the next level In The Suite. Find the agenda for our conversation with Eunicia below:About Empowered Financial Planner (04:15)Finding Financial Independence (09:45)How to Avoid Financial Failure (17:40)Mindset Is Everything (34:00)About Eunicia’s Method Classes (37:43)The Social Media Approach (42:15)The Leap From Corporate to Entrepreneurship (45:00)Best Way To Get In Touch With Eunicia (50:20)Eunicia’s Choice of Charity (54:00)Resources- Empowered Financial Planner Website - Eunicia Peret LinkedIn - Euncia Peret Twitter- The 5 Biggest Financial Pitfalls Checklist- Please follow us on Instagram 👇 for listening, we appreciate your support and 5-star reviews of our show <thank you>! Want to get in touch? Email me at to pitch guests and let us know who you want to see here In The Suite.
Today I’m ecstatic to welcome the first Chief Compliance Officer In The Suite, Jessica Sexton, from Independent Advisor Alliance (IAA). Based in Charlotte, NC, Independent Advisor Alliance provides comprehensive solutions to allow financial advisors to move into private practice. When founder and CEO Robert Russo started the firm in 2013, he did it with only seven advisors. At this release, the firm has grown to over 215 partners across 23 states. And Jessica is part of the team that continues to pave the way for growth. But before becoming Chief Compliance Officer in February 2014, Jessica went through a spectrum of experiencesShe began her career at LPL Financial in 2006, where she attributes much of her growth to amazing managers and a supportive team. And when the recession hit in 2009, she made a significant transition to serve as a Project Manager for Impact Technologies Group, Inc., thanks partly to keeping in touch and forming meaningful relationships. Jessica also holds Series 7, Series 24, and Series 66 licenses. One of the many gifts you’ll discover about Jessica Sexton in this episode is her ability to understand and know her strengths, particularly in compliance, and her passion for back-office operations. In today's episode, Jessica humanizes, demystifies, and busts many negative connotations related to her role in compliance. She gives detailed answers on what exactly her work entails and shares with us a real overview of her day-to-day responsibilities. She also talks about the opportunities and challenges she and the compliance team face and the skills needed to execute In The Suite. (01:55): Who is Independent Advisor Alliance(04:30) What Does a CCO exactly do?(10:30) Jessica’s journey to CCO(21:20) Skills Required to Become a CCO (25:57) The Role of Technology in Compliance (27:32) Document. Document. Document(32:54) Dealing with Red Flags (37:17) Jessica’s YouTube series(39:22) Jessica’s love for horse riding(44:44) Jessica was part of the Coronavirus research study(47:40) Best Way to Contact Jessica(49:15) Jessica’s choice of charityResourcesJessica Sexton LinkedIn Jessica Sexton Bio Independent Advisor AllianceRobert Russo, CEO of Independent Advisor Alliance Independent Advisor Alliance on YouTubeThe Rotary Foundation Communities in Schools® Please follow us on Instagram 👇 for listening, we appreciate your support and 5-star reviews of our show <thank you>! Want to get in touch? Email me at to pitch guests and let us know who you want to see here In The Suite.
Joel Bruckenstein is widely recognized as one of the most influential financial technology journalists and consultants in fintech. Known as @FinTechie on Twitter, and regularly featured in Barron’s, Financial Planning, RIABiz, InvestmentNews, and, for his expertise, Joel is an industry powerhouse and a leading authority on breaking news on emerging technology.Joel is also the producer of the annual T3 Advisor Conference, the premier technology conference for independent financial advisors, and the T3 Enterprise Conference, an annual gathering of top executives from independent broker/dealers and large RIAs. In May of this year, In The Suite was given a front row seat and VIP access to the highly anticipated 2022 T3 Advisor Conference and Enterprise Day in Denton, Texas, May 3 – 5, where we joined Advisorpedia, InvestmentNews, ThreeCrowns Copywriting and Marketing, and Impact Communications covering all the action for the largest T3 ever in history – Thank you Joel Bruckenstein! In this amazing episode, recorded live at T3, you get to ride shotgun with me In The Suite, as we sit down with fintech leaders and mega giants like Eric Clarke and Daniel Crosby at Orion Advisor Services, making major news at T3 about Orion’s use of Amazon Redshift and Behavioral Finance innovation known as Protect, Live, Dream. We also talk with Evan Rapoport at SMArtX Advisory Solutions about their groundbreaking $30 MILLION DOLLAR strategic investment by Morningstar.  And we sit down Kate Healy, now Managing Director of the CFP Board’s Center for Financial Planning, to learn all about probono financial planning AND the Foundation for Financial Planning.  But wait, there’s more. Mac Bartine, CEO of Smartria joins us to talk about enterprise compliance management.   Rich Cancro, CEO of AdvisorEngine to talk about customization, personalization, and the growth of CRM.  And you’ll also get to hear from these forward-thinking leaders disrupting the status quo: John Mackowiak from AdvyzonPatrick Reed, YourStakeAkshay Singh, Indyfin Nitin Seth, Incedo And Henry Zelikovsky, Softlab360 We hope you enjoy this special T3 Compilation episode all about fintech In The Suite! Please follow us on Instagram 👇 for listening, we appreciate your support and 5-star reviews of our show <thank you>! Want to get in touch? Email me at to pitch guests and let us know who you want to see here In The Suite.
Today we welcome Jess Bost In The Suite, Vice President of Brand Partnerships at Alpha Architect and part-time CrossFit coach. Today's podcast begins with Jess explaining how she got into CrossFit. While Jess graduated with a Bachelor of Science in Psychology degree from Berry College, she found CrossFit during a traumatic time in her life. She was forty pounds overweight, and running in her asthmatic condition wasn't helping her get out of her depressive phase. When she joined CrossFit classes, it transformed her life. It kept her physically healthy and mentally strong. She felt empowered, and sports became her bridge to healing. Her competitive nature and love for sports have led her to manage various CrossFit gyms, achieve multiple CrossFit certificates, and a national title in Olympic weightlifting in 2017! She was also qualified for the Masters Pan-AM in 2018. Jess' life changed when she moved with her husband and two children to Augusta. Her husband lost his job, and she had to become the family's breadwinner. Her circumstances, combined with her passion for helping people "get from where they were to where they want to be," which CrossFit did for her, led her to the world of Finance. She was happy to learn that Finance was more than math and statistics. It can involve relationship building too! During the pandemic, she took the leap of faith when she changed companies and roles to become the new VP of Brand partnerships for Alpha Architect – an opportunity she found on social media! Jess has achieved series 65 and 63 licenses, qualifying her as a securities agent and investment advisor representative. Her belief that fitness and wealth management share the same principles has become an indivisible part of her focus and legacy. With more than 12 years of personal training experience and four years in the wealth management industry, Jess is passionate about being an advocate for other women, including her two daughters. To extend her goal, she's started her podcast, "The Breakthrough Factor," where she interviews professionals and athletes to learn how they overcome barriers to build their fitness and finances. The ability to act bold, especially in our careers is a recurring theme in today’s episode.  Join the conversation and learn about important life lessons we are often taught too late. Below is the agenda: Welcome, Jess!(03:00) Being a CrossFit Coach for 12 years(08:00) Is CrossFit for those over 50?(12:35) "Progress. Is. Not. Linear."(21:00) First Exercise with Jess(27:00) A Reboot in our Mindset(30:40) How did she get into the world of Finance(41:20) About Alpha Architect and her Role as the VP(57:40) Financial Advice that Influenced Jess(01:10:10) Second Exercise with Jess(01:14:00) How To Connect With Jess (01:18:42) About Jess' Podcast "The Breakthrough Factor."(01:28:15) Jess' Family CharityResourcesThe Breakthrough Factor Podcast with Jess Bost on Apple Podcasts Jess Bost on TwitterJess Bost on LinkedJess Bost on CrossFit - Fit Augusta Please follow us on Instagram 👇 for listening, we appreciate your support and 5-star reviews of our show <thank you>! Want to get in touch? Email me at to pitch guests and let us know who you want to see here In The Suite.
Recorded live from ExchangeETFs, today we are joined by the inspiring Nicole Casperson, Founder of WTFintech? & Content Creator at Workweek! Workweek is an innovative, new kind of media company and is a growing collective of industry experts who are changing the world of business. Over the past several years, Nicole has covered niche financial markets.With this, she realized that traditional media lacks female perspectives and storytellers— and Nicole has brought her A-game to change the narrative and make HERstory known.Being a true contemporary journalist branded for our time, WTFintech also offers a newsletter, YouTube Channel, and a podcast covering the evolution of FinTech with a focus on innovation and inclusion. Tired of hearing one-dimensional stories from the same “pale, male, and stale” voices that dominate the space, Nicole is bringing stories of diverse leaders.Through her podcast, Nicole has interviewed numerous industry leaders like Shark Tank star Kevin O’Leary, Rishi Khanna from StockTwits, Flori Marquez from BlockFi, Henry Yoshida of Rocket Dollar, and more. Like Nicole, most of her guests were outsiders to the world of Fintech—but now they’re making their mark on it.In today’s episode, Nicole takes us through her journey from reporter to creator. Nicole intertwines her years of experience as a hard-hitting finance journalist with industry expertise to provide culturally relevant content to create a new financial system that gives equal access to everyone.Tune into this jaw-dropping conversation to hear all about:(1:38): What exactly defines a success story? (5:41): Coming to terms with perspective.(7:22): Beginnings into the fintech industry.(10:25): How the pandemic changed outlooks on life.(14:12): People follow people, not institutions.(22:59): Taking a spin at different leadership companies.(29:08): The power of responsibility(36:43): Attracting the next-gen talent & telling a meaningful story.(46:20): When two worlds collide.(50:48): Resonating to crypto & analyzing why it is the way it is.(56:20): Moving mountains in community and charitable giving.Resources WTFintech? on WorkweekWTFintech? on YouTubeHumans of Fintech Podcast Nicole Casperson on Twitter Nicole Casperson on LinkedIn ExchangeETFs ConferenceFuture Proof Festival Fintech is Femme - September 21, 2022 - The Village East TheaterPlease follow us on Instagram 👇 for listening, we appreciate your support and 5-star reviews of our show <thank you>! Want to get in touch? Email me at to pitch guests and let us know who you want to see here In The Suite.
Joining us today In The Suite is Danika Waddell. Danika is the President and Founder of Xena Financial Planning, a fee-only financial planning firm working with women in the tech industry and receiving equity compensation, typically in the early to mid-career stages.In 2020, Danika Waddell felt called to make a bold move. She founded Xena Financial Planning, a fiduciary financial planning firm in Seattle, Washington, focused on helping them to take control of their financial lives. Specifically, Danika works with women and their partners in the early to middle stages of their careers to help them navigate whatever life delivers. And she does it through communication, conversations, and collaboration. Xena Financial Planning welcomes clients of all backgrounds and aims to make financial planning more accessible to groups of people who the financial planning profession has typically underserved.Xena FP is also a strong advocate of the LGBTQ community and works with clients of any gender identity or sexual orientation. Within the industry, they are constantly seeking ways to amplify the voices of women and people of color.One of the many gifts you’ll discover about Danika Wadell in this episode is that building relationships matters. Danika’s relationships stem from her work in the financial planning process, she strives to educate and empower clients as we develop a collaborative relationship. And in this episode, we discuss community, conversation, the art of connections, real-life tips on aligning your values & more. Tune in to the conversation to hear all about: (1:44) Taking your personal development to another level.(4:38) Realizing what your self-worth is truly about.(11:24) The beauty of community and leaning into one another.(12:56) Humble beginnings.(15:43) Reach personal goals, not just financial goals. (18:59) Differentiate your landscape.(21:38) The real questions to ask your clients.(23:33) Lay of the land: making good financial decisions.(34:53) Involvement in the industry.(37:04) Resonating with people & why it’s beneficial.(41:22) Get comfortable talking about money.(49:29) Align your values and you will go far.Links: Xena Financial Planning Danika Waddell - LinkedIn Danika Waddell - Twitter XYPNNAPFAMichael Kitces – The Past, Present & Future of Financial Advice with Patrick O'ShaughnessyAssociation for African American AdvisorsAmazon Smile Please follow us on Instagram 👇 for listening, we appreciate your support and 5-star reviews of our show <thank you>! Want to get in touch? Email me at to pitch guests and let us know who you want to see here In The Suite.
We are so honored and excited to have the iconic Dr. Karen Altfest In the Suite! Karen is a Principal Adviser and executive vice president at Altfest Personal Wealth Management, a fee-only financial planning and investment management boutique firm in New York. Altfest Personal Wealth Management is a company she runs with her husband Lew and their son Andrew.  Her team manages over a billion dollars in client assets. Throughout her 30-year career, Karen has blazed a trail in fee-only financial planning for women. With a Ph.D. in history and CFP designation, Karen has written many scholarly articles and books on financial planning and investments and curated CFP programs at Manhattan's New School and Pace University. Karen has carefully curated educational programs through her Women's Financial Spa and Women's Financial Salon programs.  She’s also created a special place within her office called “The Parlor” a private space for women to share their issues.  Throughout the years, Karen has been the recipient of multiple awards. In 2019, Crain's New York Business acknowledged Karen as a notable woman on Wall Street for the fourth time, and most recently, she was recognized as the Top Woman Wealth Advisor by Forbes for the third consecutive year!Growing up in a family that believed in social work set a wonderful example for pursuing a better world. As the founding chairman of the New York Common Pantry, she provides hot meals, nutrition education, and case management services to hundreds of people annually!One of the many gifts you’ll discover about Karen Altfest in this episode is her unrelenting dedication and commitment to women's empowerment and making the world a better place. As a woman in finance, I am in awe of her achievements and inspired by her work. You will be too In The Suite. (03:20) Working with Family (06:41) Karen has a Ph.D. in History!(09:25) Karen's Journey to Finance (12:41) “We're Behind in Financial Literacy”(16:44) About the Financial Savvy Women Program(22:37) Money is about Human Feelings(24:53) Advice for Female Financial Advisors(30:36) Why Stay Connected to your Alma Mater?(34:00) Founder of The New York Common Pantry(40:40) “Don't Belittle Yourself!”(44:00) Best way to get in touch with Karen(44:50) Karen's Book RecommendationLinks: Altfest Personal Wealth Management - Website Dr. Karen C. Altfest, Ph.D., CFP® - LinkedIn Personal Financial Planning by Lewis J. AltfestThe New York Common Pantry Notable Women on Wall Street 2021: Karen Altfest in  Crain's New York NAPFA Please follow us on Instagram 👇 for listening, we appreciate your support and 5-star reviews of our show <thank you>! Want to get in touch? Email me at to pitch guests and let us know who you want to see here In The Suite.
Today’s exciting episode features Veena Jetti, Multifamily Real Estate Investor, Entrepreneur & Humanitarian, and Founder of Vive Funds. Vive Funds was launched to fulfill the company's mission of carefully curating high-quality real estate investments. Vive has developed a rich network of global business partners to make early and transformational investments in assets that have the potential to do great things.  Veena lives by the motto, “Build wealth, build a legacy, and do more good in the world.”  Not only does she financially support women and minority-owned businesses, but she’s also actively involved in various charitable boards and philanthropic endeavors. In today’s episode, Veena discusses the benefits of different investment models and shares excellent advice on what to look for in investment deals. She also gives us insight into the behind-the-scenes of her deal-making and funding process. Veena also sheds light on gender discrimination within the real estate industry and provides inspiring advice for women entering the industry.Veena wants to help others make wise financial investments. As a result, she’s designed the Multifamily Masterclass for passive investors. The courses are designed to teach you to be a more sophisticated and knowledgeable investor.  Find the agenda for our conversation with Veena: Welcome Veena!·       04:02 Veena’s Origin and Heritage story·       10:06 About Vive Funds·       12:50 About Accredited Investors·       16:45 The effect the pandemic has had on the real estate industry ·       22:30 Should women think about real estate differently than men?·       26:50 About Networking ·       33:58 Veena’s Philanthropy Roots·       40:15 Advice for women entering the industry·       53:40 Best way to get in touch with Veena ·       54:20 Veena’s book recommendationLinksVeena Jetti - LinkedIn Veena Jetti - Twitter Veena's Multifamily Masterclass Vive Funds Website Vivid Vision on Amazon The Formula on Amazon Outliers by Malcolm Gladwell Talking to Strangers by Malcolm Gladwell Please follow us on Instagram 👇 for listening, we appreciate your support and 5-star reviews of our show <thank you>! Want to get in touch? Email me at to pitch guests and let us know who you want to see here In The Suite.
To kick start this year's season, Tina Powell has a one-on-one conversation with Brian Hamburger. As the architect behind many of the best independent investment firms, Brian is the Founder, President, and CEO of MarketCounsel, a regulatory compliance consulting firm. He is also the Founder and Managing Member of the Hamburger Law Firm; a practice focused on the investment and securities industry.In addition to being an entrepreneur, Brian wears many hats. In addition to being a father to three children, he's an attorney, columnist, and an outspoken industry advocate for independent investment advisers. Most recently, Brian was featured on Barron’s Podcast The Way Forward speaking about Mergers and Acquisitions in the Wealth Management Industry. Brian explains that his entrepreneurial spirit was instilled in him ever since he was a child, watching his parents and grandparents grow from working in textile factories to owning ice cream shops, auto body shops, and advisory practices. His role model, his grandmother, pushed him into the field of law. She told him, 'If you understand the rules and laws, you can take that creativity to do great things.Besides speaking at regional and national conferences, he has his annual gathering of the industry's top advisors and thought leaders. He emphasizes the value that these kinds of conferences offer the industry and feels extremely grateful for the recognition it's receiving. As a result of his years of hard work and dedication, he has been named an Innovator in "Investment News' 2020 class of Icons & Innovators" and included in "The IA25: Investment Advisor Magazine's Annual List of the Top Influential People in the Industry" in 2020.Welcome to Season 3: Find the agenda of our conversation with Brian below(03:50) Why Did he Start His Two Entities Together (08:30) How Did Brian Get into the Finance Industry(16:15) Everyone Needs That Champion(22:23) Brian Hamburger's Ah-Ha Moment and Bone to Pick with Tina (28:00) About The Market Counsel Summits(33:30) Gratitude and Reflection(39:99) Safety and Security Are Key Leadership Obligations(47:10) Proactive vs. Reactive(50:10) Best Way to Contact Brian (53:07) A cause close to Brian’s Heart(55:56) Thank you, Brian!ResourcesBrian Hamburger LinkedIn Brian Hamburger Twitter MarketCounsel Summit WebsiteHamburger Law FirmRyan Marcus | Head of Engagement MarketCounsel & Hamburger Law Firm T3 Technology Tools of TodayGreyshirt Team Rubicon Invest in Others Charitable Foundation Please follow us on Instagram 👇 for listening, we appreciate your support and 5-star reviews of our show <thank you>! Want to get in touch? Email me at to pitch guests and let us know who you want to see here In The Suite.
Today we invite Katie Braden In The Suite! At the time of this recording, Katie was going by Kate Holmes, but now, she’s taken on her husband’s last name and going to back to her full name. Katie Braden, CFP®You all know Katie as the energetic founder of Innovating Advice, which provides consulting, coaching, and community for forward-thinking financial planners and advisors who want to easily and authentically grow with video. She also co-hosts the Video Creation Masterclass, a three-month course for financial advisors that'll help them increase their comfort and confidence on camera. Katie describes herself as a passionate advocate for propelling the global financial planning profession forward and she’s had the pleasure of working with financial services professionals in over 35 countries and territories.She’s also the host of The Innovating Advice Show, available on all major podcast outlets. Katie is a firm believer in innovating and adapting continuously on a professional and personal level. She’s made many of her own life decisions by asking the question 'why not?'. Love that. There's no doubt that today's episode will highly inspire you to ask Why Not. Katie’s spontaneous approach to life and attitude toward a growth mindset will only push you to think and do things outside the box In The Suite. 04:00 Where do advisors need to innovate the most? 06:29 How did Kate get into the industry? 10:30 Congrats on 100 episodes of the podcast! 16:15 Congrats on your pilot certification!18:56 The best way to build our confidence 23:40 About her video masterclass  34:38 The challenges that women face 39:00 About Sega Network41:00 The Formation of a Global Society42:45 Upcoming conferences44:00 How to build trust in a brand? 47:50 The secret to Kate’s smiling face.50:00 How to contact Kate? 51:39 Kate’s Book recommendationResources Katie Braden, CFP® LinkedIn Katie Braden, CFP® TwitterInnovating Advice WebsiteKatie's Video Creation 3-Month MasterclassBob Veres Insider's Forum  Please follow us on Instagram 👇 for listening, we appreciate your support and 5-star reviews of our show <thank you>! Want to get in touch? Email me at to pitch guests and let us know who you want to see here In The Suite.
It is an absolute joy to welcome Amy Butell In The Suite. Amy wears many hats. She's a ghostwriter, author, editor, consultant, and meditation teacher. Amy is CEO of Lake Effect Creative, in which she ghostwrites for a collection of financial advisors who are too busy to write their own books. While she completely understands the work pressure the industry comes with, she truly believes that as the pace of change quickens, the time is now to share your story and inspire others in the process. As a result of her 20 years of experience, she's launched her own books, ebooks, and workbooks, in which she simplifies the overwhelming processes of writing your own. Her book "Get Your Book Done in This Lifetime: The Financial Advisor's Guide to Writing a Book" and workbook "The Start Your Book In A Weekend" are one of her most recognized works.In her podcast, Amy explains how the concept of books has modernized. She describes how books now contain QR codes and links to videos to make them an interactive experience. Her podcast talks about the benefits and opportunities that ghostwriting brings, the importance of having a retirement plan, practical tips on taking the time to write, how her writing services can take a load off a client’s chest, and, of course, the benefits of meditation. Oh, for those who don't know, she teaches meditation at Kadampa Meditation Center Washington, DC, when she's not writing!Find the highlights from our conversation with Amy below:Welcome Amy!About ghostwriting in the financial services (00:56)About the complexity in the financial language (03:59)You can borrow for college, but not for retirement (08:25)Why ghostwrite? (10:30)Amy’s services (15:30)How to create time to write your book (26:31)Tips on how to curate your content for the beginning of a book (33.31)Amy’s backstory (39:53)The practice of meditation (41:42) Having a positive intention (48:52) Amy’s Contact details (54:45) Book recommendation (55:13)ResourcesAmy's Website: Lake Effect Creative Follow Amy on Twitter Connect with Amy on LinkedIn Follow Amy on InstagramLink to "Get Your Book Done In this Lifetime" EBook "Get Your Book Done in This Lifetime: The Financial Advisor's 5-Step Guide to Writing a Book that Boosts Your Business" by Amy Buttell on AmazonPlease follow us on Instagram 👇 for listening, we appreciate your support and 5-star reviews of our show <thank you>! Want to get in touch? Email me at to pitch guests and let us know who you want to see here In The Suite.
We are thrilled to have Kate Asack, the Chief Operating Officer of TimeScale Financial in today's episode. 'TimeScale Financial' is a financial planning and retirement plan advisory firm dedicated to helping people achieve and enjoy financial independence. Previously known as Coastal Capital Group, in May 2021, the firm announced that it is has rebranded itself under the name TimeScale Financial.Today's powerful episode has everything you need to know about rebranding, business expansion, and fostering a healthy work culture in a hybrid business model. Why is it important to be authentic, accountable, and confident? You'll receive answers that'll resonate with people at different stages of their careers. Find the agenda of our conversation with Kate below: 01:21 About Kate's Role03:05 How Did Kate get to TimeScale Financial? 05:00 The Genesis of the Rebrand07:50 Expansion during the pandemic 10:00 Transitioning into a Hybrid Model19:20 How to create a healthy work culture 22:00 How to come up with brand values 28:17 The importance of education 35:14" I was going to help people reach their financial goals."50:47 "Positioning is everything!".58:56 Kate's take on social media 01:01:35 Success tips for people coming into the industry01:03:00 Best way to get in touchPlease follow us on Instagram 👇 for listening, we appreciate your support and 5-star reviews of our show <thank you>! Want to get in touch? Email me at to pitch guests and let us know who you want to see here In The Suite.
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