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 tina@inthesuitepodcast.com 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 tina@growintentionally.com
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