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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

60:33

19. Building Great Teams and Creating a Culture of...

In the Suite ·

2020/09/10

Today we’re excited to welcome Kelly Waltrich into In The Suite. There’s so much to talk about in this episode. Kelly is Chief Marketing Officer of Orion Advisor Solutions. At Orion Advisor Solutions, they help advisors find success by offering personalized financial management continuum, including advisor technology and investment solutions.Kelly is like a butterfly. There’s art in the metamorphosis. There’s beauty in change. Kelly believes in adapting to change as it comes, which it inevitably

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47:09

18. Rising Up with Mindset, Marketing, Money and...

In the Suite ·

2020/08/28

Today we’re excited to welcome Marsha Guerrier into In the Suite. Marsha is a multi-hyphenate businesswoman who, while having a full-time career in Financial Technology, also manages to be a bestselling author, speaker, business coach, and CEO of HerSuiteSpot.For the past seven years, Marsha has produced the HerRise Conference, formerly called The Women on the Rise Forum & Expo. She created the conference after observing friends and women she mentored who wanted to progress in their careers but

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69:15

17. Longevity and Evolving for Nearly Half a Century...

In the Suite ·

2020/08/25

This week In The Suite welcomes Keena Pettijohn into the guest chair. Keena has navigated her career for nearly half a century. She made a revolutionary move away from all the tech solutions, instead focusing on establishing conversations as an opportunity to create a result. She has an almost clairvoyant capacity to recognize the moment to jump ship, breaking patterns and barriers as she does it. She has such a long career and resume, which she breaks down in the podcast episode. Now, Keena is the

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62:25

16. Using Artificial Intelligence, Machine Learning,...

In the Suite ·

2020/08/13

Today In The Suite welcomes Nami Baral, Founder and CEO of Harvest Platform. Nami is an innovative and ambitious woman who finds herself at a unique point in time: a FinTech founder working at the intersection of finance and technology. And as an investment banker turned executive turned female founder, Nami has illustrated through her career the beauty of the pivot. In our discussion, Nami walks us through each major shift she’s made in her career and how all of her previous chapters helped write

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70:15

15. Solving the Talent Crisis with Generation Next,...

In the Suite ·

2020/08/11

This week In The Suite welcomes Kate Healy into the guest chair. As the managing director of Generation Next at TD Ameritrade Institutional, Kate supports current and future Registered Investment Advisors (RIAs) and independent financial advisors. She’s a woman who wants to help others empower themselves in their careers, whether that’s positioning themself for a new position or her philanthropic efforts to offer financial advice to those who can’t access it.She talks about growing up always knowing

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65:52

14. Sharing and Owning Our Money Stories with Eugenié...

In the Suite ·

2020/08/06

This week In The Suite welcomes Eugenié George into the guest chair. As a financial wellness specialist and educator, Eugenié helps corporate and private clients lead their best financial lives. Eugenié is a determined and refreshingly transparent woman who shares how she was able to move past feelings of unworthiness to knowing she was more than enough through her journey with money.In her new book, “Our Money Stories,” Eugenié intertwines data and storytelling to help people understand how their

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67:19

13. Lift as You Climb with Stephanie Foster, MBA,...

In the Suite ·

2020/07/30

This week In The Suite welcomes Stephanie Foster into the guest chair. From starting as an intern in FinTech nearly two decades ago to working her way up to her current role as Head of Regional Product Management for the Americas at Finastra, the third largest FinTech company in the world – Stephanie’s career is one of risk-taking, perseverance and continued learning. In addition to her role at Finastra, Stephanie is a member of multiple professional organizations, including Women Driving Innovation

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62:15

12. Elevating the Client Experience and Gathering...

In the Suite ·

2020/07/23

Our guest for this episode of In the Suite, Julie Littlechild, dives into the power of listening to your clients. It’s not about hearing what they have to say, it’s about genuinely understanding feedback. It’s an absolute honor to speak with Julie as she is one of the most highly respected women in the financial services industry. Julie is the founder and CEO of Absolute Engagement. Absolute Engagement focuses on helping advisors, advisory firms, and enterprises use the voice of the client in their

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56:36

11. Mastering Adaptability and Finding Your Voice...

In the Suite ·

2020/07/13

This week In The Suite welcomes Teri Shepherd into the guest chair. Teri is President of Carson Group and has the distinct honor of being the first woman appointed to Carson Group’s Executive Team. But it didn’t come easy nor arrive on a silver platter; on the contrary. Teri’s professional journey to the C-suite was decades in the making after working numerous roles, receiving mentorship, and what she describes as ‘finding her voice’—thanks in part to Ron Carson, Founder and CEO of Carson

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62:38

10. Starting a Movement and a Male Ally Network with...

In the Suite ·

2020/07/06

This week In The Suite welcomes Sheryl Hickerson into the guest chair. Sheryl serves as the CEO of two companies, including one of the most successful private membership organizations in FinServ, Females and Finance. In addition to leading Females and Finance, Sheryl is the CEO of Unified Financial Network and AVP of Business Development at Highland Capital Brokerage. Through all expressions of her career, Sheryl brings her energy and her desire to serve. In this episode, Sheryl shares how she’s

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61:44

9. Advancing, Empowering, and Leading Diversity &...

In the Suite ·

2020/06/30

There is no better time than now to advance, empower, and lead Diversity & Inclusion within the workplace. Our guest today, Cheryl Nash, CEO of Tegra118, has pioneered this effort for the last 35 years and changed the lives and careers of countless professionals in financial services and fintech.In this episode, Cheryl Nash shares about wealth tech. As Chief Executive Officer of Tegra118, an established and trusted leader, she drove the strategic vision for our award-winning wealth tech

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65:11

8. Artificial Intelligence, Air Jordans, and...

In the Suite ·

2020/06/25

Today In the Suite welcomes Dani Fava, Director of Product Strategy & Development at TD Ameritrade Institutional. Dani is a spirited woman in FinTech who, through her work at TD and beyond, pushes those in the industry to be more confident, more courageous, and, certainly, more innovative. At TD Ameritrade Institutional, Dani oversees the development of advanced investment management and technology tools designed to help independent registered investment advisors compete and thrive in a world of

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58:47

7. Leaning Into Diversity and Impact in the Workplace...

In the Suite ·

2020/06/14

Today In the Suite welcomes Mary Beth Storjohann, CFP® Founder of Workable Wealth and the Chief Marketing Officer at Abacus Wealth Partners. Mary Beth is an enterprising author, speaker, and financial coach who has made more than a living, but a beautiful life, out of her passion for educating and empowering women around money.Mary Beth’s own exposure to the financial planning industry began in college and she’s been pushing the industry forward ever since. Her first book, Work Your Wealth – 9 Steps

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63:22

6. Navigating Divorce and True Wealth with Bonnie A....

In the Suite ·

2020/05/31

Today in the In the Suite guest chair we welcome Bonnie A. Sewell, CFP®, CDFA®, AIF®, CEPA® - CEO of American Capital Planning, LLC. American Capital Planning, LLC is a female-owned, fiduciary, and fee-only wealth management company located in Leesburg, Virginia outside of DC.Much of Bonnie’s work at American Capital Planning is around giving back and teaching women who are going through a divorce and other life transitions about how to be fluent in their own money and confident in their financial

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43:47

5. The Power of Connection with Sasha Pilch,...

In the Suite ·

2020/05/14

Today in the In the Suite guest chair we welcome Sasha Pilch, Co-Founder of NYC Fintech Women. Sasha arrived in the states after working for some of the biggest banks in London and her native city, Sydney, Australia. In just 2.5 years, Sasha went from not knowing a single soul in America to becoming one of the most important women leaders in NYC FinTech.Sasha’s foray into FinTech in the states was accelerated through her relationship with Michelle Tran, who was considered a Fairy Godmother of

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56:33

4. Going From Fearful to Fearless with Marguerita M....

In the Suite ·

2020/04/28

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62:04

3 (Bonus Episode). Coronavirus, Complex Adaptive...

In the Suite ·

2020/04/15

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3:57

2. Welcome to In the Suite Podcast

In the Suite ·

2020/03/29

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61:37

1. Becoming All You Can Be with Deborah Fox, CEO and...

In the Suite ·

2020/03/28

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