Send us a text 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...
Jul 24, 2022•55 min•Season 3Ep. 67
Send us a text 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...
Jun 19, 2022•48 min•Season 3Ep. 66
Send us a text 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...
May 24, 2022•48 min•Season 3Ep. 65
Send us a text 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 ...
Apr 09, 2022•54 min•Season 3Ep. 64
Send us a text 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 e...
Mar 23, 2022•56 min•Season 3Ep. 63
Send us a text 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, it was well worth it. The MarketCounsel Summit is the brainchild of Brian Hamburger, President and Chief Executive Officer of Mark...
Feb 09, 2022•1 hr 39 min•Season 3Ep. 62
Send us a text 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 services industry. In this episode, she takes us on a trip in a rocket ship; where she gives us her insight into the Onramp Invest gala...
Dec 21, 2021•1 hr 1 min•Season 2Ep. 61
Send us a text 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 podcast begins with Courtney sharing with us how the financial landscape has evolved over the years. She reminisces that when she joined t...
Dec 04, 2021•53 min•Season 2Ep. 60
Send us a text 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 Church of Christ, and an active member of a non-profit organization called Step Up. All of this while being a committed wife and a mothe...
Nov 17, 2021•50 min•Season 2Ep. 59
Send us a text 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, tried-and-true strategies, and a network of inspiring professionals who know how to get it done. From financial planners to investment ...
Oct 31, 2021•30 min•Season 2Ep. 58
Send us a text 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 professionals. She’s a mother of two, a voracious reader, and an articulate communicator who has delivered over 600 presentations since 20...
Oct 15, 2021•52 min•Season 2Ep. 57
Send us a text 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 one of America's Top 100 Women Financial Advisors by Barron's for ten consecutive years! In addition to being inducted into Barron's A...
Sep 21, 2021•50 min•Season 2Ep. 56
Send us a text 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. 5000 Americas Fastest Growing Companies and was named one of Atlanta’s Best & Brightest Companies to Work for in 2021. In today...
Sep 03, 2021•58 min•Season 2Ep. 55
Send us a text 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-founded F2 Strategy in 2017, with her husband Doug, the company's CEO. Through F2 Strategy, this innovative husband-and-wife team bring...
Aug 27, 2021•53 min•Season 2Ep. 54
Send us a text 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 started his career as a financial advisor in 2002, but a series of life-changing events took a turn in his life. The tragic experience of lo...
Aug 20, 2021•1 hr 6 min•Season 2Ep. 53
Send us a text 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 list! Megan's route to a career in the financial advice business began with a paid marketing internship at John Hancock Financial Networ...
Aug 03, 2021•1 hr 4 min•Season 2Ep. 52
Send us a text 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 processes. While predominantly she works with the compliance team in the broker-dealer channel, Diana has successfully worked with thousands o...
Jul 16, 2021•1 hr 3 min•Season 2Ep. 51
Send us a text 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 career who is now celebrating her 11th anniversary at WealthManagement.com, the industry's premier publication. Furthermore, just a few yea...
Jul 09, 2021•46 min•Season 2Ep. 60
Send us a text 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. She brings over 20 years of experience in human capital management, leadership, and corporate financial strategy development to adv...
Jun 22, 2021•1 hr 21 min•Season 1Ep. 49
Send us a text 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 Americans for Equal Rights. She started her career at Thomson Reuters and Charles River Development. Helen was dissatisfied with the ‘c...
Jun 18, 2021•1 hr 2 min•Season 2Ep. 48
Send us a text 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 her backyard in a very rural hometown. With over 28 years of experience in financial services, she’s one of a very small group of ex...
Jun 15, 2021•1 hr 7 min•Season 2Ep. 47
Send us a text 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 Entrepreneur Network in South East Asia, connecting over 200,000 women across the globe empowering women to succeed in life, business, and h...
Jun 06, 2021•59 min•Season 2Ep. 46
Send us a text 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 is the perfect example of the enchanting melting pot of the United States. She is President and Co-Founder at Journey Strategic Wealth, ...
May 20, 2021•57 min•Season 2Ep. 45
Send us a text 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 first trifecta In The Suite . As the famous saying goes, teamwork makes the dreamwork. You can tell from their rapport that they really...
May 11, 2021•1 hr 7 min•Season 2Ep. 44
Send us a text 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 families coordinate their financial world. She won the greater North Fulton Chamber of Business, “Women of Excellence” award and is also a...
Apr 27, 2021•1 hr 7 min•Season 2Ep. 43
Send us a text 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 position in mind and decided to take a sabbatical to travel the world and search for answers. Martine says, “I didn't have a job before...
Apr 15, 2021•54 min•Season 2Ep. 42
Send us a text 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 decision. Taking a reset to focus on family first, with three teens at home in this pandemic, has brought me to really think about what ...
Apr 01, 2021•52 min•Season 2Ep. 41
Send us a text 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, MichelleAB (pronounced Michelle - Ay-Bee), used to empower professional women to step into financial freedom so that they can enjoy their w...
Mar 26, 2021•1 hr 3 min•Season 2Ep. 40
Send us a text 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 podcast episode, Cathy shares how she learned to market herself on social media to realize her dream job of launching a second career in...
Mar 20, 2021•1 hr•Season 2Ep. 39
Send us a text 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 life goals. She’s a risk-taker, always open to the next chapter of life. Devika packed her bags and moved from NYC to a ranch in Colorad...
Mar 04, 2021•1 hr 22 min•Season 2Ep. 38
