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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

60:26

39. Branding, Social Media and Podcasting that Lights...

In the Suite ·

2021/03/20

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 realize her dream job of launching a second career in financial services

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81:45

38. Taking Bold Leaps of Faith to Follow Your Heart...

In the Suite ·

2021/03/04

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 her bags and moved from NYC to a ranch in Colorado.“I realized that I

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61:54

37. Becoming a Fintech Founder of a Global Risk and...

In the Suite ·

2021/02/21

Today’s episode with Laxmi Ramanath is all about channeling your technical side. She’s a fintech CEO and founder of LaMeer, Inc. a Global Risk and Compliance Management Software Company that transacts business in the U.S., Europe, Canada, and the U.K., and has been named to the coveted RegTech100 list for 2021. Laxmi has over 25 years of worldwide experience in building complex financial market systems and was part of the moonshot to automate the Bombay Stock Exchange. “Using technology to help

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95:50

36. Building a Life and a Business without Limits...

In the Suite ·

2021/02/09

Today’s episode of In The Suite with Stephanie Bogan is all about upleveling your life. She has 27 years of experience working in advisory firms and corporate boardrooms, so she’s seen the evolution in technology, strategy, work culture first-hand.Stephanie is CEO and Founder of Educe Inc, where she established Limitless Adviser Coaching to help financial advisors and founders create bigger and better futures, and do it on their terms. “In the middle of our biggest challenges are our greatest

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59:49

35. Finding Your Personal Voice and Speaking Up for...

In the Suite ·

2021/01/23

Today In The Suite welcomes Sonya Dreizler, founder of Solutions with Sonya. Sonya is a leading industry consultant, speaker, and thought leader whose work focused on three main areas: Race, Gender Equality, and ESG. She works with RIAs, Broker/Dealers, and Custodians around the country and is a subject matter expert in ESG and responsible investing.In this episode, Sonya, a White-American professional, shares why diversity, equity, and inclusion matters and how organizations should reflect the

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62:09

34. Building Strong Networks and Keeping It Real with...

In the Suite ·

2021/01/16

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

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61:29

33. Catapulting Impact with Transformational Giving...

In the Suite ·

2021/01/07

Today In The Suite welcomes Kris Putnam-Walkerly, President of Putnam Consulting Group, to the podcast. Kris is a philanthropy advisor, speaker, and award-winning author. Kris’s advice is well-saught after for those looking to deepen their philanthropic commitments. Her clients have included the J.M. Smucker Company, Charles and Helen Schwab Foundation, Blue Shield of California, and the Cleveland Foundation. As President of Putnam Consulting Group for more than 20 years, Kris has helped over 100

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47:51

32. Walking Through the Doors of Expert Journalism...

In the Suite ·

2020/12/24

It’s an honor to welcome Chelsea Emery, accomplished journalist and highly respected editor, to In The Suite. Chelsea Emery is Senior Editor at Deke Digital, an expert news solutions company that powers national, business and trade news pieces with expert insights, data, and intuition. “Events are changing, media is changing, social media is changing,” says Chelsea. In this episode we chat about how to make it to that next stepping stone of life, channeling the “this too shall pass” motto during

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57:37

31. Building a FinTech Solution to Help Solve the...

In the Suite ·

2020/12/17

Today’s episode of In The Suite with Sheryl O'Connor is all about retirement and finance. Sheryl comes with 25 years of experience in the financial services industry. She’s a CEO and Founder of a SaaS product called IncomeConductor®.She has earned a notable list of accolades such as being listed as a 2020 inspiring fintech female in the founder division for NYC FinTech Women. She’s a Board Member for the Connecticut Technology Council (CTC), a senior member of Women in Finance Association/WIFA,

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69:04

30. Going Above and Beyond to Serve the Needs of the...

In the Suite ·

2020/12/11

Today’s episode of In The Suite with Maree Moscati, CEO of Copytalk, is an inspiring one that you won’t want to miss! Maree is a leader in the financial services industry with over 30 years of experience and is the poster child for going all-in and finding something that ignites your passion. In this episode, she has so much sage advice on how to be a better person and leader.Maree is CEO of Copytalk, a mobile scribe transcription service that makes documenting your important information faster and

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59:55

29. The Importance of Race, Mental Health, and...

In the Suite ·

2020/12/04

We’re thrilled to welcome Dr. Virletta Bryant In The Suite. This week’s episode is a slight departure as we focus on topics such as race, mental health, trauma, and more. Dr. Bryant is a licensed clinical social worker and licensed Mental Health Service Provider who has taught at Coppin State University and Washington Adventist University for 20 years combined.This episode is powerful as Dr. Virletta Bryant gives us mighty tips to understand how our brains work, how our bodies work, and how to

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73:19

28. Reinventing your Career Journey, Taking Risks,...

In the Suite ·

2020/11/27

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

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62:17

27. Transforming Businesses by Being Both Problem...

In the Suite ·

2020/11/20

Today’s episode of In The Suite with Jennifer Goldman, CFP®. Jen is a problem solver and a process geek with more than 30 years of experience transforming service businesses within the finance industry. She’s a mom, wife, and schools activist with a huge heart for community, service, and volunteering.“You've got to follow your passion, and what you absolutely love to do,” says Jen. Jen has been published in several magazines, taught workshops, and spoken at several national conferences such as

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62:04

26. Inspiring Personal Financial Responsibility and...

In the Suite ·

2020/11/12

It’s a joy to welcome our guest, Faisa Stafford, LUTCF, SHRM-SCP to In The Suite . She’s a leader, a Mom, and a CEO who is passionate about streamlining processes to better serve the industry and Life Happens’ members. Prior to her role as Life Happens CEO and President, she served as the COO and CFO for more than 10 years. As the company’s first female CEO, Faisa has seen Life Happens grow from every angle. She’s worked at Life Happens since 2003 back when it was called The LIFE Foundation, a small

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67:03

25. Finding Your Voice and Becoming a Thought-Leader...

In the Suite ·

2020/11/03

Today’s episode of In The Suite welcomes Marie Swift. Marie has been growing her expertise in communications and marketing for over 20 years. Marie Swift is President and CEO of Impact Communications. She has spoken at major industry conferences such as IAA, FPA and NAPFA events. She even established her own conference called the Advisor Thought Leader Summit, now in its third year. Marie is known for bringing some of the industry's best and brightest voices together for dialogue and debate

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53:10

24. Blogging About Food, Fashion, and Wine and...

In the Suite ·

2020/10/20

Today’s episode of In The Suite with Rosa Chalekian is a can’t-miss. Rosa and I have been friends for years, always crossing paths since we’re in the financial circuit. Rosa is a blogger, lifestyle fashionista, future sommelier, wife, mother, and Vice President of Operations at Lake Avenue Financial and co-host of “The Chalekians” on YouTube along with her husband Alex, Founder and CEO at Lake Avenue Financial. Rosa does a bit of everything, with her own beautiful and dazzling personal style, and

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61:50

23. Being All-In and Iterating Towards Excellence...

In the Suite ·

2020/10/08

Today’s episode of In The Suite with Shannon Spotswood brings me back to the glory days when we first met at the Orion’s Fuse Hackathon in Park City, Utah. Surrounded by teams of resilient coders and developers pulling all-nighters against the backdrop of the majestic mountains of Park City felt like a reality TV show⸺with Shannon and I playing supporting roles as judges, taking power walks to the set of The Fuse House. Fast forward nearly 5 years later and Shannon’s career is still energized. As

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55:25

22. How to Own Your Yes and Your Worth with Velera...

In the Suite ·

2020/10/01

This week In The Suite welcomes Velera Wilson into the guest chair. Velera is a powerhouse author, speaker and coach with 15 years of marketing strategy experience working at Fortune 500 companies. As a champion of women, Velera is committed to helping ambitious women lead with confidence in relationships, careers and everyday life. In fact, Velera received industry-wide recognition when she was named as a Money 20/20 USA Rise Up Woman in 2018. In her latest book, “You’re Absolutely Worth It,”

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62:00

21. Healing, Growing, and Thriving Through Divorce...

In the Suite ·

2020/09/25

It’s an honor to welcome Lori Lustberg, CFP®, CDFA™, JD to In the Suite today. Lori shares her personal story about divorce and how she found her purpose in life as a financial planner working with women, and leading them through growth and transformation. Lori is an incredible inspiration, and a woman who embodies the gift of a beautiful mind and heart and I’ve seen it over the last 36 years. Lori is a CERTIFIED FINANCIAL PLANNER™ and Certified Divorce Financial Analyst® at Pathway Financial

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53:59

20: Nailing Your Next Negotiation and Leaving a...

In the Suite ·

2020/09/19

Today we’re excited to welcome Zaneilia Harris, CFP® into In The Suite. Zaneilia is President of Harris & Harris Wealth Management Group, LLC, author of the book, Finance 'n Stilettos: Money Matter for the Well-Heeled Woman. Zaneilia brings a wealth of knowledge gained from her more than 25 years of experience in the financial and accounting industry. Her expertise has been featured in prominent publications and media outlets such as the Wall Street Journal, CNBC, US News & World

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99 results

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