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PODCAST

In the Suite

Tina Powell | Intention.ly

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

business entrepreneurship

All Episodes

51:48

EP 99 Reinventing Wealth with AI, Empathy & Financial...

In the Suite ·

2025/10/31

Send us a textIn this episode of In the Suite, host Tina Powell sits down with Marla Sofer, fintech founder and visionary behind Knomee, the AI-powered behavioral finance platform helping advisors uncover their clients’ financial identity.With 25+ years across JP Morgan, BlackRock, and Lending Club, Marla shares how she turned industry experience into innovation — building technology that connects advisors and clients at the human level.We explore:The birth of “financial identity” and what it means

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38:35

Ep 98 Changing It Up: Secrets to Leadership, Health &...

In the Suite ·

2025/08/28

Send us a textIn this episode of In The Suite, I’m joined by Carina Diamond, CEO of GFP Private Wealth. Carina shares how she’s honoring the pioneering legacy of Sally Gries while boldly steering the firm into the future. From the power of rebranding to harnessing AI and building next-gen talent pipelines, Carina is a masterclass in leadership reinvention.We talk about:Why rebranding matters more than most firms admitHow to lead boldly without abandoning legacyWhy Carina believes AI is “here now”

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52:42

EP 97 Plain Vanilla: Reinventing Estate Planning with...

In the Suite ·

2025/06/10

Send us a textToday, I’m thrilled to welcome a powerhouse in fintech and leadership In The Suite: Gene Farrell, President and CEO of Vanilla.If you think estate planning is confusing, costly, or only for the ultra-wealthy—this episode is going to flip that belief on its head. Gene joins us to talk about how Vanilla is on a mission to reimagine and radically simplify estate planning, making it accessible, human, and empowering for advisors and families alike.This conversation is especially meaningful

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49:54

EP 96 Everything New at Edge: Inside Informa’s Top...

In the Suite ·

2025/05/05

Send us a textToday, I’m thrilled to welcome two powerhouse leaders in financial services and events: Dan Rubinetti and Shannon Rosic of Informa. If you’ve spent any time in the wealth management industry, you know their names are synonymous with top-tier industry conferences, innovative programming, and—most importantly—community building.Dan Rubinetti, who helped launch Edge just four years ago, has been a driving force in transforming WealthManagement.com’s approach to advisor-centric events

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44:37

Ep 95 Navigating Growth and Innovation in Wealth Tech...

In the Suite ·

2025/04/20

Send us a textToday, I’m thrilled to welcome Vickie Lewin, Chief Growth Officer at Amplify, a fast-growing wealthtech platform purpose-built to simplify operations and accelerate growth for wealth management firms. Amplify’s unified, all-in-one technology is helping RIAs and enterprises streamline their tech stacks, reduce inefficiencies, and scale smarter—all while focusing on what matters most: serving clients.Since joining Amplify, Vickie has been instrumental in driving the firm’s strategic

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35:28

EP 94 From CMO to CEO: How Kelly Waltrich is...

In the Suite ·

2025/04/03

Send us a textIn this debut episode of the Don’t Do That podcast, host Kelly Waltrich—CEO and Co-Founder of Intention.ly—sits down with her friend, partner, and colleague Tina Powell for a candid, behind-the-scenes conversation about building businesses, leading with heart, and the hard-won lessons that fuel long-term growth.Kelly shares how her unconventional path—from selling to her grandmother as a kid to running marketing at two of fintech’s fastest-growing firms—shaped her vision for

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38:01

EP 93 From WealthTech to Community: Tina Powell on...

In the Suite ·

2025/03/10

Send us a textIn this episode of WealthTech on Deck, host Jack Sharry sits down with marketing powerhouse Tina Powell, Partner and Chief of Community at Intention.ly. Tina is not only a trailblazer in the digital marketing and fintech space but also a fierce advocate for cancer awareness, bringing resilience and purpose to everything she does.Together, Jack and Tina dive into the intersection of WealthTech, marketing, and community building, exploring how Intention.ly is shaping the future of

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44:38

EP 92 From Then to Now: The Power of Vision and...

In the Suite ·

2025/01/03

Send us a textToday, I'm thrilled to introduce Topaz Morrison, Chief Growth and Chief Operations Officer at Independent Advisor Alliance, a leading hybrid firm strategically focused on empowering financial advisors to succeed as independent business owners by providing services that align with each advisor's unique needs and challenges. Since joining IAA in August 2023, Topaz has been at the forefront of shaping growth strategies, overseeing sales and consulting teams, and driving adviso...

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55:00

EP 91 The Human Side of Retirement Planning with...

In the Suite ·

2024/12/09

Send us a textI’m absolutely thrilled and honored to welcome the incredible Christine Benz In the Suite. Christine, director of personal finance and retirement planning for Morningstar and senior columnist for Morningstar.com. is an absolute trailblazer in personal finance and a trusted voice in retirement planning, portfolio management, and financial literacy.For over three decades strong, Christine doesn’t just explain personal finance—she redefines it. As co-host of Morningstar’s podcast The Long

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53:59

EP 90 Empowering Financial Advisors through...

In the Suite ·

2024/11/18

Today, we’re thrilled to welcome the incredible Carolyn Armitage In the Suite. Carolyn is a force in wealth management—a true pioneer with a career that’s redefined advisory, consulting, and executive leadership. As the Founder and CEO of RIA Circle, she’s not just building a network; she’s igniting a movement. Within RIA Circle, Carolyn is shaping a vibrant, purpose-driven community where advisors gather to connect, grow, and empower each other, one meaningful connection at a time.In this episode,

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44:00

EP 89 Redefining Finance: Nia Impact Capital's...

In the Suite ·

2024/10/20

Today, we are thrilled to welcome the visionary Kristin Hull In The Suite. As the founder of Nia Impact Capital, Kristin is a true trailblazer in gender lens investing. In 2013, she launched Nia Global Solutions, fusing activism with impact investing in the public markets. Kristin crafted Nia’s six solutions-focused investment themes, expertly weaving a gender lens into every aspect of the investment process. Her forward-thinking leadership led to the launch of the Nia Growth and Dividend portfolio

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49:12

The Power of Instinct: Casey Whalen’s Journey Through...

In the Suite ·

2024/10/05

Today, we’re honored to have the extraordinary Casey Whalen in the suite—Managing Director, Head, and Chief Investment Officer at Lazard Family Office Partners, a global powerhouse in financial advisory and asset management. Lazard’s influence spans continents, from the Americas to Europe, the Middle East, Asia, and beyond.In this episode, we dive deep into themes of resilience, risk-taking, and seizing pivotal opportunities. Casey’s story is about mentorship, grit, and knowing when to act. O...

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53:25

EP 87 The Power of Perspective: How Evan Simonoff Has...

In the Suite ·

2024/09/27

Evan Simonoff, a titan in financial journalism and a name synonymous with financial advisors and the industry at large. Evan is editor-in-chief of Financial Advisor magazine and the editorial director of Private Wealth magazine. With over three decades of experience. Evan’s career has spanned some of the most tumultuous and transformative periods in financial history, from the 1987 crash to the Coronavirus pandemic, and most recently, the rise of AI. As Editor-in-Chief of Financial Advisor magazine,

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16:45

EP 86 #LiveFromIMPACT A Conversation with John...

In the Suite ·

2024/02/09

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17:25

EP 85 #LiveFromIMPACT A Conversation with AssetLink's...

In the Suite ·

2024/01/17

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57:34

Ep 84 #TinaTalks Battling Lung Cancer: My Story of...

In the Suite ·

2023/10/24

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64:12

EP 83 #LiveFromJOLT - Part 1: Opening Party...

In the Suite ·

2023/06/22

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37:24

EP 82 #LiveFromMSUM22 - Behind the Scenes of...

In the Suite ·

2023/03/20

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48:04

EP 81 Trailblazing and Breaking Barriers with Tricia...

In the Suite ·

2023/02/08

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64:33

EP 80 #LiveFromFuse - The Ultimate Viral Tweet and...

In the Suite ·

2023/01/28

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99 results

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