In the Suite
Tina Powell | Intention.ly
1 Creator
1 Creator
In the Suite is a podcast that shares amazing stories of women in business in the financial services and wealth management industry. The podcast features interviews with inspiring, top women leaders in business and some of the biggest names in the wealth management industry. In the Suite is where you’ll discover their best secrets and top strategies to grow a great business, build a strong brand, and lead teams in the 21st century. In the Suite podcast is hosted by Tina Powell, TEDx Speaker, former NYU Professor, Marketing Consultant and Partner, Chief of Community at Intention.ly
1 Listener
All episodes
Best episodes
Seasons
Top 10 In the Suite Episodes
Goodpods has curated a list of the 10 best In the Suite episodes, ranked by the number of listens and likes each episode have garnered from our listeners. If you are listening to In the Suite for the first time, there's no better place to start than with one of these standout episodes. If you are a fan of the show, vote for your favorite In the Suite episode by adding your comments to the episode page.
1 Listener
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 of creativity. She’s a lover of animals and The Beatles!
Suzanne is CEO and Founder of Suzanne Siracuse Consulting Services, LLC where she advises financial services firms on innovative business strategies, financial literacy, next gen talent, and distinctive marketing programs and impactful advocacy initiatives around diversity. She spent 23 years at InvestmentNews in her roles as Publisher and then CEO.
She has a fantastic piece of advice to keep in mind for anyone at any stage of their career. “One of the big lessons that I've learned is that your definition of success is going to change throughout your career,” Suzanne tells us.
As a leading industry consultant with her own business and podcast, don’t miss Suzanne’s tips throughout the episode!
Join the conversation to hear about:
- A huge welcome to Suzanne (04:20)
- Suzanne’s career path and origin story (10:00)
- Creating a diversity panel at T3 Advisor Conference (17:25)
- Women helping women and helping people when they need it (23:05)
- The power of enlisting a personal advisory board (25:15)
- The changes Suzanne went through after starting her business (31:55)
- Why you need to check in with yourself (37:00)
- How feedback from your close inner circle can empower you (40:30)
- Change your mind, change your mindset (44:45)
- Why having subject matter knowledge is so imperative (50:45)
- Why Suzanne believes so much in giving back (57:10)
- How to get in touch with Suzanne (63:15)
- Suzanne tells us what her superpower is! (65:40)
Referenced Materials
- Suzanne Siracuse Consulting - Website
- Suzanne Siracuse - LinkedIn
- Suzanne Siracuse - Twitter
- The Big Reveal Podcast
- T3 Technology Tools for Today - Joel Bruckenstein
- INVENT Elite Wealth Management Consulting
- #ItzOnWealthTech Ep. 43: Female Leaders in Technology
- A Conversation with Cheryl Nash, Suzanne Siracuse and Burt White
- Stephanie Bogan Limitless Coaching - Website
- Savvy Ladies - Website
- Invest in Others
🤩 Thanks for listening, we appreciate your support and 5-star reviews of our show!!!
❤️ Please follow us on Instagram https://www.instagram.com/inthesuitepod/
📧 Want to get in touch? Email me at [email protected]
EP 9: Starting a Movement and a Male Ally Network with Sheryl Hickerson, CEO of Females & Finance
In the Suite
07/06/20 • 62 min
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 I decided to leave. But I had confidence in myself that I would figure it out.”
She made a bold move to change the direction in her life. Not only did she change her professional position, title, and company. She also changed her geographical location. That’s right, she moved from the state of Virginia to Colorado.
What she had in her, was faith and confidence that she would find the next best thing. Through calling upon her network of industry friends and having faith and confidence, she found herself in a new position as the Chief Talent & Business Solutions Officer at Mercer Advisors.
In this episode, Martine shares her story about entering into a new position, becoming a National Technical Officer for USA Weightlifting, setting goals, and traveling during the pandemic. We talk about taking a chance, having trust in yourself, and how to make the bold moves in life.
She trusted her gut feeling, and had confidence in herself that she would excel in the next steps in her life. Martine says, “Sometimes you just have to take that chance, and you just have to trust yourself.”
Join the conversation to hear about:
- Making adjustments to working from home (00:45)
- Celebrating one year at Mercer (03:45)
- Making big changes in life and considering bold moves (10:10)
- Taking the chance and trusting yourself (13:00)
- Relocation from Virginia to Colorado (15:30)
- Being open-minded during the job search (16:45)
- National Technical Official for USA Weightlifting (18:35)
- Martine’s motivation to becoming a stronger woman and Crossfit (23:30)
- Making a C-Suite level shift in her life (26:55)
- Reverse mentorship (34:55)
- Social media giving insights into life (36:00)
- Traveling during a global pandemic (40:10)
Referenced Materials
- Martine Lellis, CPA®, CFP - Facebook
- Martine Lellis, CPA®, CFP - LinkedIn
- Mercer Advisors Website
- Mercer Advisors - Twitter
- Mercer Advisors - Facebook
- Mercer Advisors - LinkedIn
- The First 90 Days: Proven Strategies for Getting Up to Speed Faster and Smarter, Michael D. Watkins on Amazon
🤩 Thanks for listening, we appreciate your support and 5-star reviews of our show!!!
❤️ Please follow us on Instagram https://www.instagram.com/inthesuitepod/
📧 Want to get in touch? Email me at [email protected]
03/20/23 • 37 min
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 Intention.ly, 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 Firm
- Joe Anthony - President & Co-Owner, Gregory FCA
- Megan Carpenter - CEO & Co-Founder, FiComm Partners
- Scott MacKillop - CEO, First Ascent Asset Management
- Suleman 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 Today
- Zach Conway - Founder & CEO, Seeds Investor
- Anthony Stich - CRO, Entrustody
- Spenser Segal - CEO, ActiFi
- David 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 Transistions
And 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 [email protected] to pitch guests for Season 4 2023 and let us know who you want to see here In The Suite.
🤩 Thanks for listening, we appreciate your support and 5-star reviews of our show!!!
❤️ Please follow us on Instagram https://www.instagram.com/inthesuitepod/
📧 Want to get in touch? Email me at [email protected]
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 industry publications.
“Define what success is to you and then just take measured steps to get there,” she says in this powerful episode. Life can be difficult and things can go awry but keep your eye on the prize.
We are deeply inspired by Nina’s dedication to creating strong networks, serving to make the world a better place through access to financial knowledge. Nina has a sincere commitment when it comes to teaching young women and students about finances.
Join us in this podcast episode to understand more about Nina’s journey to create a community as she juggles work and family. We talk about thought-provoking topics such as accepting that you can’t handle it all, why consistency is key when it comes to creating social media content for your company, and we even delve into the very personal reason why Nina jumped into the finance field in the first place.
Join the conversation to hear about:
- Accept that you can’t handle it all (6:50)
- Being more than just someone’s financial advisor (10:45)
- Consistency is key (15:45)
- Why advisors need to use their own voice, not just the brand voice (17:25)
- The reason why Nina founded the Female Advisor Network (19:30)
- Going national and creating a membership network (23:35)
- Types of work environments in financial services (30:00)
- Rules of thumb for creating stronger networks with men (36:00)
- How men in finance have supported Nina’s career over the years (37:40)
- Learning to talk about her personal finance story (45:35)
- The personal and specific reason why Nina began in the finance field (48:00)
- How to get in touch with Nina (57:55)
- What is Nina’s superpower? (59:40)
Referenced Materials
- Nina O’Neal - Twitter
- How I Invest My Money: Finance experts reveal how they save, spend, and invest
- Nina’s Tweet about men in financial services
- Female Advisor Network - Website
- Archer Investment Management
- “The Juggle is Real” Video Series
🤩 Thanks for listening, we appreciate your support and 5-star reviews of our show!!!
❤️ Please follow us on Instagram https://www.instagram.com/inthesuitepod/
📧 Want to get in touch? Email me at [email protected]
05/14/20 • 43 min
14. Sharing and Owning Our Money Stories with Eugenié George MBA, CFEI, Author, Our Money Stories
In the Suite
08/06/20 • 65 min
This week In The Suite welcomes Eugenié George into the guest chair. As a financial wellness specialist and educator, Eugenié helps corporate and private clients lead their best financial lives. Eugenié is a determined and refreshingly transparent woman who shares how she was able to move past feelings of unworthiness to knowing she was more than enough through her journey with money.
In her new book, “Our Money Stories,” Eugenié intertwines data and storytelling to help people understand how their personal history, ancestry, and environment play a role in their money habits. Eugenié has used her own history with money – which includes a life-defining moment where she found herself evicted and jobless – to inform her work.
In our discussion, Eugenié points out some of the nuances Women of Color deal with when it comes to accessing wealth, along with how all women can start reflecting on their stories to help write a better financial future.
Join the conversation to hear about:
- The life-defining moments that led to Eugenié’s career in financial services (10:00)
- What Eugenié did to move out of debt and better understand money (14:07)
- Why therapy is a necessary component for marginalized groups to better understand money (16:55)
- Why Black women are doubly emotionally taxed as they deal with money (22:07)
- How mainstream wealth conversations ignore the Black Tax (26:00)
- What is Adverse Childhood Experience and how it affects women (34:32)
- The money story that had the greatest impact on Eugenié (38:20)
- What goes into Eugenié’s 6-week financial wellness plan (46:55)
- Eugenié’s perspective on how to support Women of Color on Black Women Equal Pay Day (54:45)
- Eugenié’s superhero personality trait (61:25)
Referenced Materials:
- Eugenié George – Website
- Eugenié George – LinkedIn
- Eugenié George – Money and Flow Podcast
- Eugenié George’s Amazing List of Resources
- “Navigating the World as a Person of Color” by Eugenié George posted on Kitces.com – Michael Kitces
- Black Women’s Equal Pay Day 2020 – August 13, 2020
- The Memo Book by Minda Harts
- Evicted: Poverty and Profit in the American City by Matthew Desmond
- White Fragility: Why It’s So Hard to Talk About Racism by Robin DiAngelo
- The Trauma of Everyday Life by Mark Epstein, MD
🤩 Thanks for listening, we appreciate your support and 5-star reviews of our show!!!
❤️ Please follow us on Instagram https://www.instagram.com/inthesuitepod/
📧 Want to get in touch? Email me at [email protected]
Show more best episodes
Show more best episodes
FAQ
How many episodes does In the Suite have?
In the Suite currently has 115 episodes available.
What topics does In the Suite cover?
The podcast is about Entrepreneurship, Podcasts, Business and Financial Services.
What is the most popular episode on In the Suite?
The episode title 'EP 12: Lift as You Climb with Stephanie Foster, MBA, CSPO, PMC-III, Head of Regional Product Management, Americas at Finastra' is the most popular.
What is the average episode length on In the Suite?
The average episode length on In the Suite is 58 minutes.
How often are episodes of In the Suite released?
Episodes of In the Suite are typically released every 8 days, 23 hours.
When was the first episode of In the Suite?
The first episode of In the Suite was released on Mar 28, 2020.
Show more FAQ
Show more FAQ