The Joanne Sutera Interview You Need to Hear

Ep 100: The Original Power Move — My Mom’s Story of Reinvention & Strength with Joanne Sutera

What Tech Professionals Get Wrong About Equity Compensation with Jackie Lewis and Ryan Goldenhar

EP 101 What Tech Professionals Get Wrong About Equity Compensation & Wealth with Jackie Lewis and...

Reinventing Wealth with AI, Empathy & Financial Identity with Marla Sofer, Founder & CEO of Knomee

EP 99 Reinventing Wealth with AI, Empathy & Financial Identity with Marla Sofer, Founder & CEO of...

Changing It Up: Secrets to Leadership, Health & Longevity w/Carina Diamond, CEO, GFP Private Wealth

Ep 98 Changing It Up: Secrets to Leadership, Health & Longevity with Carina Diamond, Chief Execut...

EP 97 Plain Vanilla: Reinventing Estate Planning with Gene Farrell, President & Chief Executive O...

Inside EDGE Informa’s Top Wealth Management Event with Dan Rubinetti and Shannon Rosic

EP 96 Everything New at Edge: Inside Informa’s Top Wealth Management Event with Dan Rubinetti and...

Ep 95 Navigating Growth and Innovation in Wealth Tech with Vickie Lewin, Chief Growth Officer at ...

EP 94 From CMO to CEO: How Kelly Waltrich is Redefining Intentional Growth Strategy in Fintech an...

EP 93 From WealthTech to Community: Tina Powell on Growth, Resilience, and Advocacy (WealthTech o...

EP 92 From Then to Now: The Power of Vision and Independence with Topaz Morrison, Chief Operation...

EP 91 The Human Side of Retirement Planning with Morningstar's Christine Benz, Director of Person...

EP 90 Empowering Financial Advisors through Community: Carolyn Armitage's Vision with RIA Circle

EP 89 Redefining Finance: Nia Impact Capital's Kristen Hull on Gender Lens Investing and Racial E...

What to Expect from 22 Rounds of Radiation | My Lung Cancer Journey

EP 88 The Power of Instinct: Casey Whalen’s Journey Through Finance and Mentorship

EP 87 The Power of Perspective: How Evan Simonoff Has Shaped Financial Journalism

What to expect after a Bronchoscopy outpatient procedure to biopsy the lung and lymph nodes.

Tina Talks Battling Non Small Cell Lung Cancer Diagnosis

EP 86 #LiveFromIMPACT A Conversation with John O'Connell, CEO and Founder of The Oasis Group: Tec...

EP 85 #LiveFromIMPACT A Conversation with AssetLink's CEO Devon Drew: Revolutionizing Asset Manag...

Ep 84 #TinaTalks Battling Lung Cancer: My Story of Survival and Strength

EP 83 #LiveFromJOLT - Part 1: Opening Party Interviews & Part 2: Personal Branding Panel from Jol...

10 Things I Wish I Knew Sooner Before Getting Chemotherapy for Lung Cancer for the Very First Time

EP 82 #LiveFromMSUM22 - Behind the Scenes of MarketCounsel Summit 2022

Lung Cancer Update - Four Weeks After My Upper Right Robotic Lobectomy Surgery for #NSCLC Stage 2

My Journey with Lung Cancer and How to Advocate for Your Own Health

EP 81 Trailblazing and Breaking Barriers with Tricia Rothschild, FinTech and Global Wealth Manage...

EP 80 #LiveFromFuse - The Ultimate Viral Tweet and Tale of Behavioral Finance with Dr. Daniel Cro...

EP 79 Leaning into Grit, Mastery and Growth with Shruti Joshi, Chief Operating Officer of Facet W...

EP 78 #LiveFromExcell – Making Financial Services More Inclusive: Interview with a Disruptor - Da...

EP 77 #LiveFromExcell - Using the Power of Storytelling and Conversations to Transform Your Life ...

EP 76 Turning Trauma into Transformation and Growth with Yemi Penn, PhD Researcher, Author, Docum...

EP 75 Exploring the Intersection of Tax Planning, Estate Planning and Wealth with Megan Gorman, F...

EP 74 Empowering Others and the Wealth Freedom Formula with Eunicia Peret, CEO and Founder of the...

EP 73 Humanizing, Demystifying, and Myth Busting Compliance with Jessica Sexton, Chief Compliance...

EP 72 Live from 2022 T3 Advisor Conference & Enterprise Day - My Conversations with 11 Bold FinTe...

EP 71 Building Strength and Breaking Through Barriers with Jess L. Bost, RICP®, VP of Partnership...

EP 70 Live from ExchangeETFs - Inclusion and Equity in Fintech with Nicole Casperson, Founder of ...

EP 69 Guiding Women in Tech to Success with Danika Waddell, CFP®, RLP®, CSLP®, President & Found...

EP 68 Blazing the Fee-Only Financial Planning Trail for Women with Dr. Karen C. Altfest, Ph.D., C...

EP 67 Real Estate Investing for Women and a Multifamily Masterclass with Veena Jetti, Founding Pa...

EP 66 Championing Women's Empowerment and the Entrepreneurial Spirit of Independent Investment Ad...

EP 65 Innovation, Adaptation and Global Video Empowerment with Katie Braden, CFP® , Founder & CEO...

Ep. 64 “Get Your Book Done in This Lifetime” with Amy Buttell, CEO, Lake Effect Creative

63. Plan Empowered, Rebranding, and Redefining Your Standard with Kate Asack, Chief Operating Off...

62. MarketCounsel Summit Recap: My Conversations with Fintech and Wealthtech Leaders Shaping the ...

61. Talking Crypto, Community, and Career Moves with Torie Happe, Head of Business Development fo...

60. Social Media Savviness for Financial Advisors and Women In Finance with Courtney McQuade, Con...

59. Developing a Family Legacy and Multi-Generational Planning with Vanessa Martinez, Managing Di...

58. Top 12 Takeaways from Carson Group’s #Excell2021: “Get Your Mind Right for Marketing”

57. Innovative Marketing: Empowering Financial Advisors Through The Digital Referral Shift with S...

56. Mastering the Art of Succession and Stewardship while Fine-Tuning a Family Business with Lee ...

EP 55 Leading w/Emotional Intelligence & Creating Net Worthwhile w/Heather Fortner, MS, IACCP®

55. Leading with Emotional Intelligence and Creating Net Worthwhile with Heather Fortner, MS, IAC...

EP 54 WOMEN IN WEALTHTECH with Liz Fritz, Chief Commercial Officer F2 Strategy