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Focused on the Future

Suzanne Siracuse
Artificial Intelligence
AI In Wealth Management
Wealthchoice
Newedge Capital Group
Generosity Wealth Management
Money and Relationships
Money Together: How To Find Fairness In Your Relationship and Become an Unstoppable Financial Team
Answer Engine Optimization
Equita Financial Network
Breadwinner Women
Succession Planning
Adoption
Advisory Industry
Edelman Financial Engines
Dollar Sense Financial Capability Program
We Aspire
Mental Health
Bone Fide Wealth
Next-Gen Talent
Wealth Management

Focused on the Future provides keys to building a profitable, sustainable, and impactful business. Suzanne Siracuse is excited to be partnering with WealthManagement.com on a podcast that focuses on what successful firms need to embrace to ensure their growth and success to take their firms to that next level, through industry leaders and advisors.

PublishesTwice monthlyEpisodes55Founded3 years ago
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BusinessManagement

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Artwork for Focused on the Future

Latest Episodes

Growing an advisory firm requires more than attracting new clients. It requires clarity around the type of business you want to build, the systems that support it and the people who help move it forward.

How do you decide whether growth, independen... more

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Growth is a priority for many advisory firms, but building a business that can continue growing while serving clients well requires thoughtful planning.

What separates firms that continue attracting advisors and clients from those that struggle to ... more

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Traditional financial planning assumes a familiar life path, but what happens when that doesn’t include children?

Many advisors unknowingly rely on planning frameworks built around legacy, inheritance and next-generation wealth transfer. For millio... more

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Marketing is changing fast, and many advisors are wondering how to stay visible as artificial intelligence tools reshape the way people search for information.

How can firms stand out when clients are asking questions directly to AI platforms inste... more

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Founders
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Recent Guests

Neil Turner
Co-founder, Chief Revenue and Strategy Officer at NewEdge Capital Group
NewEdge Capital Group
Episode: Building Growth Through People, Technology and Advisor Support with Neil Turner
Dr. Jay Zigmont
Founder and CEO of Childfree Wealth; founder of Childfree Trust
Childfree Wealth, Childfree Trust
Episode: Rethinking Financial Planning for Childfree Clients with Dr. Jay Zigmont
Susan Theder
Chief Experience and Marketing Officer at FMG
FMG
Episode: Why Advisors Are Rethinking Marketing for AI Search with Susan Theder and Samantha Russell
Samantha Russell
Chief Evangelist at FMG
FMG
Episode: Why Advisors Are Rethinking Marketing for AI Search with Susan Theder and Samantha Russell
Dany Martin
Leader of WFA, independent financial advisory firm
WFA
Episode: Building a Relationship-First Advisory Business with Dany Martin
Cary Carbonaro
Fee-only financial advisor, author, speaker; CFP board ambassador; specializes in serving female clients
Independent practice; CFP board ambassador
Episode: Leading With Empathy and Financial Vision with Cary Carbonaro
Julia Carlson
Founder and CEO of Financial Freedom Wealth Management
Financial Freedom Wealth Management
Episode: Leading With Values, Growing With Intention with Julia Carlson
Doug Boneparth
Founder/President, Bone Fide Wealth
Bone Fide Wealth
Episode: How Douglas and Heather Boneparth Combine Love, Money and Purpose
Heather Boneparth
Director of Business and Legal Affairs, Bone Fide Wealth
Bone Fide Wealth
Episode: How Douglas and Heather Boneparth Combine Love, Money and Purpose

Host

Suzanne Siracuse
Host of Focused on the Future

Chart Rankings

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Talking Points

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Breadwinner Women, Gen Z and Succession with Bridget Venus Grimes
Q: What advice would you give someone considering starting their own firm in this field?
Seek community, build a niche, and prioritize values and client care over sheer revenue; a curated support system and mentorship—though Bridget notes she didn't have a mentor—can dramatically impact long-term success.
Breadwinner Women, Gen Z and Succession with Bridget Venus Grimes
Q: What makes Equita Financial Network different in helping firms grow or transition?
Equita was created from a need for community and shared resources; it unites CFPs and women-led firms with common values, enabling access to better tools, collaboration, and a structured approach to succession that is personalized for each founder's vision.
Breadwinner Women, Gen Z and Succession with Bridget Venus Grimes
Q: Why focus on breadwinner women, and how did that niche develop?
Her own divorce and family responsibilities highlighted the need for dedicated support for women who earn the primary income, which shaped WealthChoice and later expanded to serve women attorneys, tech professionals, and other women leaders, with a emphasis on practical guidance and coaching.
Breadwinner Women, Gen Z and Succession with Bridget Venus Grimes
Q: Did you always know you wanted to be a financial planner, and how did you end up owning your own firm?
No, it wasn't planned. Bridget's path included studying German literature, a stint on Wall Street, woman-specific barriers, a decade as a pastry chef, and ultimately a return to finance driven by personal circumstances to help women who look like her, which led to launching WealthChoice.
Culture, Collaboration and Career Change with Cerity Partners’ Claire O’Keefe
Q: How did you get your start in the wealth management industry?
Claire describes an unconventional path: from being an elementary school teacher in Ireland to traveling the world, then joining a boutique wealth firm in New York, which set her on a multi-decade career in wealth management.

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Frequently Asked Questions About Focused on the Future

What is Focused on the Future about and what kind of topics does it cover?

Focused on the Future features interviews with leaders and practitioners in wealth management, highlighting growth, technology, and value-driven advisory practices. Episodes center on scaling firms, leveraging AI and digital marketing, client-centric onboarding, and niche strategies for serving specific client segments (e.g., childfree individuals, women and wealth, athletes). Notable throughlines include a strong emphasis on culture, talent development, data ownership, and sustainable growth, with practical takeaways such as implementing AI tools responsibly, building scalable advisor platforms, and pursuing purpose-driven branding. The show tends to bring in practitioners who have built growth-focused, often values-based firms, and freque... more

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Which podcasts are similar to Focused on the Future?

These podcasts share a similar audience with Focused on the Future:

1. Kitces and Carl - Real Talk for Real Financial Advisors
2. The Rational Reminder Podcast
3. Founders
4. A Bit of Optimism
5. Up First from NPR

How many episodes of Focused on the Future are there?

Focused on the Future launched 3 years ago and published 55 episodes to date. You can find more information about this podcast including rankings, audience demographics and engagement in our podcast database.

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What guests have appeared on Focused on the Future?

Recent guests on Focused on the Future include:

1. Neil Turner
2. Dr. Jay Zigmont
3. Susan Theder
4. Samantha Russell
5. Dany Martin
6. Cary Carbonaro
7. Julia Carlson
8. Doug Boneparth

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