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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, ...
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In the Suite
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Innovation, Adaptation and Global Video Empowerment with Katie Braden, CFP® , Founder & CEO of Innovating Advice
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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 fin…
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Ep. 64 “Get Your Book Done in This Lifetime” with Amy Buttell, CEO, Lake Effect Creative
54:15
54:15
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54:15
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 …
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63. Plan Empowered, Rebranding, and Redefining Your Standard with Kate Asack, Chief Operating Officer, TimeScale Financial
55:44
55:44
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55:44
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 reb…
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62. MarketCounsel Summit Recap: My Conversations with Fintech and Wealthtech Leaders Shaping the Future
1:39:28
1:39:28
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1:39:28
When it came to kick off Season 3 of In The Suite Podcast, I knew it was time to act bold and take risks, like so many of our guests from Seasons 1 & 2. So I abruptly canceled my December trip to Cabo, and moved by beach chair and blanket literally to Podcast Row at The MarketCounsel Summit, in the Fountainbleau in Miami Beach. And let me tell you,…
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61. Talking Crypto, Community, and Career Moves with Torie Happe, Head of Business Development for Onramp Invest
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Today’s episode of In the Suite podcast is with Torie Happe. She is a female entrepreneur, blogger, mother, wife and loves to visit Disneyland. Torie Happe is the Head of Business Development at Onramp Invest, a crypto asset integration platform solution for financial advisors started in August 2021. Torie has plenty of experience in the financial …
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60. Social Media Savviness for Financial Advisors and Women In Finance with Courtney McQuade, Consultant, Social Solutions for Financial Services
52:40
52:40
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52:40
We’re so happy to have Courtney McQuade in our podcast tonight. Courtney is a dedicated and savvy social media consultant within the independent financial advisory community and Social Media strategist at CityWire USA. She helps financial advisors tap opportunities and reach their target audience by developing their social media strategies. The pod…
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59. Developing a Family Legacy and Multi-Generational Planning with Vanessa Martinez, Managing Director, Partner at The Lerner Group and Co-Author of Family Value at Risk
49:56
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49:56
Today, we 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 is the Managing Director and Partner for The Lerner Group at Hightower Advisors, co-author of the book 'Family Value at Risk,' financial planner at the Northwest Churc…
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58. Top 12 Takeaways from Carson Group’s #Excell2021: “Get Your Mind Right for Marketing”
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30:06
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30:06
Today’s episode of In The Suite with Founder and Host, Tina Powell, is about the 12 insights she found inspiring from the Carson Group’s #Excell2021 Conference, October 12 - 14, 2021, held at the Cosmopolitan Hotel in Las Vegas, NV. Excell enables financial advisors to go beyond the status quo by providing you and your team with actionable advice, …
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57. Innovative Marketing: Empowering Financial Advisors Through The Digital Referral Shift with Samantha Russell, Chief Evangelist at FMG Suite & Twenty Over Ten
52:20
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52:20
Today’s episode of In The Suite with Samantha Russell is about creating your own momentum in the ever-changing world of technology, innovation, and social media. Samantha Russell is Chief Evangelist at FMG Suite & Twenty Over Ten, a leading SaaS company in financial services providing marketing automation and creative content for financial professi…
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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
50:22
50:22
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50:22
In today's episode of In the Suite, we are thrilled, excited, and honored to welcome Lee DeLorenzo, CFP®, CPWA®, AIF®, the co-founder of United Asset Strategies, a prestigious broker-dealer. The name Lee DeLorenzo,CFP®, CPWA®, AIF® is synonymous with top female advisors in the wealth management industry. She's been ranked and included annually as o…
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55. Leading with Emotional Intelligence and Creating Net Worthwhile with Heather Fortner, MS, IACCP®, Chief Executive Officer at SignatureFD
57:35
57:35
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57:35
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 and advisory firm in Atlanta that helps clients transform their net worth into "Net Worthwhile." SignatureFD is ranked on Inc. Magazine’s Inc…
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54. Women in WealthTech and Fluid Expectations with Liz Fritz, Chief Commercial Officer at F2 Strategy
53:26
53:26
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53:26
We’re thrilled to welcome Liz Fritz In The Suite for today’s inspiring episode. Liz is Chief Commercial Officer of F2 Strategy, a leading boutique management consulting firm based in Silicon Valley helping complex RIA, wealth and multi-family office firms improve their technical capabilities across the entire client and advisor experience. Liz co-f…
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53. Achieving Balance & Living an Intentional Life with Travis Parry, Ph.D. Best-Selling Author & Keynote Speaker
1:05:35
1:05:35
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It is with immense pleasure and honor that we introduce our first male guest ever on the show. It is none other than the phenomenal Dr. Travis Parry. Travis is the best-selling author of "Achieving Balance," an inspirational keynote speaker, the Founder and coach of the Make Time Institute, and soon to be a father for the seventh time. Travis start…
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52. Authenticity and Strategic Frameworks for Success in Advisor Marketing, PR, and Podcasting with Megan Carpenter, CEO and Co-Founder of FiComm Partners
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1:04:02
It is an absolute pleasure to welcome Megan Carpenter In The Suite! Megan is the Co-Founder and CEO of FiComm Partners, the co-host of the podcast 'New Skool,' a blogger, a spokesperson, and an active member of the CFP Board Center for Financial Planning Workforce Development Advisory Group. She's also a member of the Investment News 40 Under 40 li…
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51. Building a Successful Career in Enterprise Sales & Marketing and the Experience of Being a Doula with Diana Cabrices, VP of Enterprise Development at Snappy Kraken
1:02:55
1:02:55
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1:02:55
We are so excited to welcome Diana Cabrices In the Suite! Diana the Vice President of Enterprise Development at Snappy Kraken. Snappy Kraken is an award-winning automated growth program focused on Software as a Service (SaaS) marketing solutions that helps financial advisors automate, personalize, and track marketing campaigns and business processe…
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50. Being Totally ‘Transparent’ and Leaning Into Wealth Management Trends with Diana Britton, Managing Editor of WealthManagement.com
46:18
46:18
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46:18
It is an absolute pleasure to welcome Diana Britton In The Suite for this episode. Diana is the Managing Editor at WealthManagement.com and the host of 'Transparency with Diana B,' a podcast about advisors' personal struggles and healing. Having started her career as an intern at The Daily Breeze, Diana is a self-made woman with an illustrious care…
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49. The Launch of a Growth Academy App Under a Universe of Stars and Diamond Teams with Angie Herbers, Founder and CEO of Herbers & Company
1:20:46
1:20:46
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1:20:46
We are absolutely thrilled and honored to welcome Angie Herbers In The Suite. We are so excited to talk with her and learn more about her story and how she got to where she is today. Her name is synonymous with practice management, business intelligence, process, and efficiency. She is the Founder and Chief Executive Officer of Herbers & Company. S…
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48. Understanding Risk Tolerance and The Powerful Impact of Giving Back with Helen Yang, Founder & CEO of Andes Wealth Technologies
1:01:30
1:01:30
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1:01:30
Ni Hao everyone! After months of waiting, we’re thrilled to finally introduce Helen Yang in today’s episode of In the Suite! Helen Yang is an inspirational and giving person. She’s a CFA by designation, a FinTech veteran for 20 years, a co-winner of the Harry Markowitz Award, an involved mother of two children, and an active board member of Asian A…
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47. Redefining Leadership and Exploring Human Capital and Compassion with Cecile Munoz, Founder and President of U.S Executive Search & Consulting
1:07:12
1:07:12
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It is an absolute pleasure to welcome Cecile Munoz In The Suite for this episode. Cecile has been the the Founder and President of U.S Executive Search & Consulting for over 28 years, and a show host of the ‘Ends with Z’ podcast. Cecile has been an entrepreneur since the age of 11, when she built her first pop-up concession stand during movies in h…
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46. Building South East Asia’s Leading Network for Female Entrepreneurs While Going From Stuck To Unstoppable with Genecia Alluora, Founder of Soul Rich Woman
59:24
59:24
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59:24
Today’s episode of In The Suite with Genecia Alluora is all about going from being stuck to unstoppable! There are many words used to describe Genecia Alluora–Founder, Serial Entrepreneur, Mentor, Podcaster, Coach, and Beauty Queen. This Former Miss Singapore International used soul and synergy to build “Soul Rich Women” the #1 Leading Female Entre…
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45. Being a Spartan Warrior, Your Authentic Self, and Embracing Your Heritage While Achieving Your Goals With Penny Phillips, Co-Founder and President of Journey Strategic Wealth
56:30
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56:30
Today’s episode of In The Suite with Penny Phillips is all about being your authentic self. Since her Twitter bio says it best, Penny is President and Co-Founder of Journey Strategic Wealth; she’s an industry consultant and speaker who emphasizes real talk to combat all the b.s. in this industry. As a lifelong New Yorker and Greek-American, Penny i…
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44. Uplifting Your Networking Synergy And Getting Real with Meg Hanington, EPC and Genevieve E. Thayer, EPC at Beacon Partners
1:06:32
1:06:32
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1:06:32
Today’s episode of In The Suite is unlike anything we’ve ever done before. We have double the fun, double the knowledge, and double the energy!! We have two female leaders in financial services and wealth management partner together on the same podcast. This week we have two guests Meg Hanington, EPC and Genevieve E. Thayer, EPC. It's actually the …
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43. Grinding It Out While Exploring the Inspiring Truth About Mentoring, Masterminds and Female Breadwinners with Meredith Moore LUTCF, CLTC, Founder & CEO of Artisan Financial Strategies
1:07:18
1:07:18
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1:07:18
It is an absolute joy to welcome Meredith Moore, LUTCF, CLTC to In The Suite for this episode. Meredith is a CEO, a financial guru, a speaker, a writer, a leader, and a growth junkie. She’s also a fighter with a fiery passion to help lift up her community. Meredith is the Founder and CEO of Artisan Financial Strategies, where she helps Atlanta fami…
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42. Making Bold Moves, Mentoring, and Co-Creating C-Suite Level Shifts with Martine Lellis, CPA, CFP®, Chief Talent and Business Solutions Officer at Mercer Advisors
53:53
53:53
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53:53
Today’s episode of In The Suite with Martine Lellis, CPA, CFP® is all about making bold moves. 5 months before the COVID-19 pandemic entered into the world and changed our lives, Martine took a deep dive into uncharted territories. She decided to leave her previous company after 17 years of being a partner. Martine left the company without another …
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41. Well-Th Rebalanced & The Simple Things Money Can’t Buy with Abby Salameh, Passionate C-Suite Exec & Champion for Independent Advisors
52:02
52:02
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52:02
Today’s episode of In The Suite with Abby Salameh is all about the simple things in life that money can’t buy. Freedom, family, love, a sense of adventure. Three weeks from the date of this original podcast recording, Abby Salameh announced her departure from Hightower Advisors. What she told Ian Wenik of CityWireRIA is: “This was a very personal d…
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40. Financial Therapy and Creating Wealth from the Inside Out with Michelle Arpin Begina CFP®, CIMA®, Founder and Gateway of MichelleAB
1:03:08
1:03:08
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Today's episode of In The Suite with the life-inspiring Michelle Arpin Begina, CFP®, CIMA®, is all about creating wealth from the inside out. It also happens to be the foundation of her soon-to-be-released book, "Good With Money-Creating Wealth from the Inside Out." Michelle Arpin Begina, CFP®, CIMA®, is Founder and Gateway of her own company, Mich…
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39. Branding, Social Media and Podcasting that Lights You Up and Feeds Your Soul with Cathy Curtis, CFP®, Founder of Curtis Financial Planning, LLC
1:00:26
1:00:26
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1:00:26
Today’s episode of In The Suite with Cathy Curtis, CFP® is all about feeding your soul by sharing your authentic self. Cathy Curtis, CFP® is the Founder & President of Curtis Financial Planning, an independent, fee-only Registered Investment Advisor located in Oakland, California that specializes in the finances of independent women. In this podcas…
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38. Taking Bold Leaps of Faith to Follow Your Heart and Give Globally with Devika Kamboh CFP® CLTC MBA, Founder & President at Sohum Global Foundation
1:21:45
1:21:45
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It’s a joy to welcome our guest Devika Kamboh, CFP®, CLTC, MBA to In The Suite. Devika is the Founder and President at Sohum Global Foundation and Founder and Managing Partner of Sohum Financial Planning. She’s a Certified Financial Planner who empowers her clients to create a road map to guide themselves to financial independence and their real li…
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37. Becoming a Fintech Founder of a Global Risk and Compliance Management Software Company with Laxmi Ramanath, Founder and CEO, LaMeer Inc.
1:01:54
1:01:54
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Today’s episode with Laxmi Ramanath is all about channeling your technical side. She’s a fintech CEO and founder of LaMeer, Inc. a Global Risk and Compliance Management Software Company that transacts business in the U.S., Europe, Canada, and the U.K., and has been named to the coveted RegTech100 list for 2021. Laxmi has over 25 years of worldwide …
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36. Building a Life and a Business without Limits with Stephanie Bogan, CEO and Founder, Limitless Adviser Coaching
1:35:50
1:35:50
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Today’s episode of In The Suite with Stephanie Bogan is all about upleveling your life. She has 27 years of experience working in advisory firms and corporate boardrooms, so she’s seen the evolution in technology, strategy, work culture first-hand. Stephanie is CEO and Founder of Educe Inc, where she established Limitless Adviser Coaching to help f…
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35. Finding Your Personal Voice and Speaking Up for Race, Gender Equity, and ESG with Sonya Dreizler, Solutions with Sonya
59:49
59:49
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59:49
Today In The Suite welcomes Sonya Dreizler, founder of Solutions with Sonya. Sonya is a leading industry consultant, speaker, and thought leader whose work focused on three main areas: Race, Gender Equality, and ESG. She works with RIAs, Broker/Dealers, and Custodians around the country and is a subject matter expert in ESG and responsible investin…
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34. Building Strong Networks and Keeping It Real with Nina O'Neal, Partner, Investment Advisor, Archer Investment Management
1:02:09
1:02:09
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Today’s episode of In The Suite with Nina O’Neal will motivate you! Nina is Partner & Investment Advisor with Archer Investment Management, financial advisor, mother, wife, contributing author, Founder, the list keeps going. Nina is a sought out national thought leader and commentator on industry topics and trends who has been featured in multiple …
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33. Catapulting Impact with Transformational Giving and Delusional Altruism with Kris Putnam-Walkerly, President of Putnam Consulting Group
1:01:29
1:01:29
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Today In The Suite welcomes Kris Putnam-Walkerly, President of Putnam Consulting Group, to the podcast. Kris is a philanthropy advisor, speaker, and award-winning author. Kris’s advice is well-saught after for those looking to deepen their philanthropic commitments. Her clients have included the J.M. Smucker Company, Charles and Helen Schwab Founda…
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32. Walking Through the Doors of Expert Journalism with Chelsea Emery, Senior Editor at Deke Digital
47:51
47:51
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47:51
It’s an honor to welcome Chelsea Emery, accomplished journalist and highly respected editor, to In The Suite. Chelsea Emery is Senior Editor at Deke Digital, an expert news solutions company that powers national, business and trade news pieces with expert insights, data, and intuition. “Events are changing, media is changing, social media is changi…
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31. Building a FinTech Solution to Help Solve the Other Parts of Retirement Planning with Sheryl O’Connor, CEO & Co-Founder of IncomeConductor®
57:37
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57:37
Today’s episode of In The Suite with Sheryl O'Connor is all about retirement and finance. Sheryl comes with 25 years of experience in the financial services industry. She’s a CEO and Founder of a SaaS product called IncomeConductor®. She has earned a notable list of accolades such as being listed as a 2020 inspiring fintech female in the founder di…
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30. Going Above and Beyond to Serve the Needs of the People and Advisors with Maree Moscati, CEO of Copytalk
1:09:04
1:09:04
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Today’s episode of In The Suite with Maree Moscati, CEO of Copytalk, is an inspiring one that you won’t want to miss! Maree is a leader in the financial services industry with over 30 years of experience and is the poster child for going all-in and finding something that ignites your passion. In this episode, she has so much sage advice on how to b…
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29. The Importance of Race, Mental Health, and Conducting DEI Workshops in the Workplace with Dr. Virletta Bryant, The Art of Healing Center
59:55
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59:55
We’re thrilled to welcome Dr. Virletta Bryant In The Suite. This week’s episode is a slight departure as we focus on topics such as race, mental health, trauma, and more. Dr. Bryant is a licensed clinical social worker and licensed Mental Health Service Provider who has taught at Coppin State University and Washington Adventist University for 20 ye…
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28. Reinventing your Career Journey, Taking Risks, Getting Creative and Finding Joy in Giving Back with Suzanne Siracuse, Suzanne Siracuse Consulting, LLC
1:13:19
1:13:19
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Today’s episode of In The Suite is with Suzanne Siracuse, a CEO, Founder, and leading industry consultant with a huge heart and passion for advocacy, innovation, and volunteering. She has 20+ years of experience in wealth management and the financial services industry. She's an advocate for women, diversity and inclusion, and believes in the power …
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27. Transforming Businesses by Being Both Problem Solver and Challenger with Jennifer Goldman, CFP®, Jennifer Goldman Consulting
1:02:17
1:02:17
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Today’s episode of In The Suite with Jennifer Goldman, CFP®. Jen is a problem solver and a process geek with more than 30 years of experience transforming service businesses within the finance industry. She’s a mom, wife, and schools activist with a huge heart for community, service, and volunteering. “You've got to follow your passion, and what yo…
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26. Inspiring Personal Financial Responsibility and Leadership in Life Insurance with Faisa Stafford, LUTCF, SHRM-SCP, President & CEO Life Happens
1:02:04
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It’s a joy to welcome our guest, Faisa Stafford, LUTCF, SHRM-SCP to In The Suite . She’s a leader, a Mom, and a CEO who is passionate about streamlining processes to better serve the industry and Life Happens’ members. Prior to her role as Life Happens CEO and President, she served as the COO and CFO for more than 10 years. As the company’s first f…
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25. Finding Your Voice and Becoming a Thought-Leader with Marie Swift, President and CEO of Impact Communications
1:07:03
1:07:03
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Today’s episode of In The Suite welcomes Marie Swift. Marie has been growing her expertise in communications and marketing for over 20 years. Marie Swift is President and CEO of Impact Communications. She has spoken at major industry conferences such as IAA, FPA and NAPFA events. She even established her own conference called the Advisor Thought Le…
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24. Blogging About Food, Fashion, and Wine and Co-Starring on YouTube with Rosa Chalekian, Vice President of Operations Lake Avenue Financial
53:10
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53:10
Today’s episode of In The Suite with Rosa Chalekian is a can’t-miss. Rosa and I have been friends for years, always crossing paths since we’re in the financial circuit. Rosa is a blogger, lifestyle fashionista, future sommelier, wife, mother, and Vice President of Operations at Lake Avenue Financial and co-host of “The Chalekians” on YouTube along …
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23. Being All-In and Iterating Towards Excellence with Shannon Spotswood, President of RFG Advisory
1:01:50
1:01:50
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Today’s episode of In The Suite with Shannon Spotswood brings me back to the glory days when we first met at the Orion’s Fuse Hackathon in Park City, Utah. Surrounded by teams of resilient coders and developers pulling all-nighters against the backdrop of the majestic mountains of Park City felt like a reality TV show⸺with Shannon and I playing sup…
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22. How to Own Your Yes and Your Worth with Velera Wilson, Public Speaker and Author of the book, “You’re Absolutely Worth It”
55:25
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This week In The Suite welcomes Velera Wilson into the guest chair. Velera is a powerhouse author, speaker and coach with 15 years of marketing strategy experience working at Fortune 500 companies. As a champion of women, Velera is committed to helping ambitious women lead with confidence in relationships, careers and everyday life. In fact, Velera…
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21. Healing, Growing, and Thriving Through Divorce and Separation with Lori Lustberg, CFP®, CDFA™, JD, at Pathway Financial Advisors
1:02:00
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It’s an honor to welcome Lori Lustberg, CFP®, CDFA™, JD to In the Suite today. Lori shares her personal story about divorce and how she found her purpose in life as a financial planner working with women, and leading them through growth and transformation. Lori is an incredible inspiration, and a woman who embodies the gift of a beautiful mind and …
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20: Nailing Your Next Negotiation and Leaving a Legacy with Zaneilia Harris, CFP®, President, Harris & Harris Wealth Management, LLC
53:59
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Today we’re excited to welcome Zaneilia Harris, CFP® into In The Suite. Zaneilia is President of Harris & Harris Wealth Management Group, LLC, author of the book, Finance 'n Stilettos: Money Matter for the Well-Heeled Woman. Zaneilia brings a wealth of knowledge gained from her more than 25 years of experience in the financial and accounting indust…
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19. Building Great Teams and Creating a Culture of Innovation with Kelly Waltrich, Chief Marketing Officer of Orion Advisor Solutions
1:00:33
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1:00:33
Today we’re excited to welcome Kelly Waltrich into In The Suite. There’s so much to talk about in this episode. Kelly is Chief Marketing Officer of Orion Advisor Solutions. At Orion Advisor Solutions, they help advisors find success by offering personalized financial management continuum, including advisor technology and investment solutions. Kelly…
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18. Rising Up with Mindset, Marketing, Money and Media with Marsha Guerrier, Founder and CEO of HerSuiteSpot
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Today we’re excited to welcome Marsha Guerrier into In the Suite. Marsha is a multi-hyphenate businesswoman who, while having a full-time career in Financial Technology, also manages to be a bestselling author, speaker, business coach, and CEO of HerSuiteSpot. For the past seven years, Marsha has produced the HerRise Conference, formerly called The…
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17. Longevity and Evolving for Nearly Half a Century in Financial Services with Keena Pettijohn, CEO and Founder of Lifelogixs
1:09:15
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This week In The Suite welcomes Keena Pettijohn into the guest chair. Keena has navigated her career for nearly half a century. She made a revolutionary move away from all the tech solutions, instead focusing on establishing conversations as an opportunity to create a result. She has an almost clairvoyant capacity to recognize the moment to jump sh…
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16. Using Artificial Intelligence, Machine Learning, and The Art of the Pivot to Eliminate Bad Debt with Nami Baral, Founder and CEO of Harvest Platform
1:02:25
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Today In The Suite welcomes Nami Baral, Founder and CEO of Harvest Platform. Nami is an innovative and ambitious woman who finds herself at a unique point in time: a FinTech founder working at the intersection of finance and technology. And as an investment banker turned executive turned female founder, Nami has illustrated through her career the b…
