In the Suite

In the Suite

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 CEO of C-Suite Social Media.

Episodes

October 15, 2021 52 min

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 ...

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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 c...

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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...

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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 S...

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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 started his career as a financial advisor in 2002, but a series of life-changing e...

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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 ...

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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 channe...

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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, th...

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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...

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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 Rive...

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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 her backyard in a very rural hometown. With over 28 years of experience in financi...

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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 em...

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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 Presi...

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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 dreamwo...

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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 B...

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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 a...

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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 pan...

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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, MichelleAB (pronounced Michelle - Ay-Bee), used to empower professional women...

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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 real...

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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 life goals. 

She’s a risk-taker, always open to the next chapter of life. Devika packed ...

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