In the Suite

Send a text For the 100th episode of In The Suite, I’m sitting down with the woman who made the very first power move in my life — my mother, Joanne Sutera. Long before there were downloads in over 133 countries, before sponsors, before a microphone ever turned on, there was one listener. Her. She believed in this work before there was proof it mattered. Joanne’s life is a masterclass in reinvention. She grew up the oldest of nine children in a chaotic household and went on welfare as a teenager. At 18, she left home. At 19, she boarded a bus to New York with $30 in her pocket and no clear roadmap. She became a single mother and sole provider, put herself through nursing school, and later returned to earn her bachelor’s degree as an adult student determined to see the world through an educated lens. Over the decades, she built careers in healthcare, entrepreneurship, and international business. She worked inside small, privately held companies, ran operations in a high-end salon, handled international sales, and later taught computer classes aboard an international cruise line. Retirement didn’t slow her down. It marked another reinvention — this time as a published poet and longtime docent at Grounds For Sculpture. This conversation is about education as an exit strategy, reinvention at every stage of life, and the courage to leave situations that no longer serve you. It’s about resilience as a daily practice, not a personality trait. And it’s also about walking through one of the hardest chapters of our lives together as I navigate lung cancer, choosing to stay engaged, creative, and present in the middle of uncertainty. If you are navigating change, considering a bold move, or wondering whether it’s too late to start again, this episode is for you. Thank you for being here for 100 episodes. 🤩 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

Send us a text I’m joined by Ryan Goldenhar and Jackie Lewis, the powerhouse duo behind Wealth with Options, a San Diego–based firm helping tech professionals make sense of equity compensation, major liquidity events, and the emotional decisions that come with sudden or complex wealth. Ryan and Jackie bring a rare combination of technical rigor and humanity to financial planning—meeting clients not just where the numbers are, but where their values, fears, ambitions, and life transitions live. Together, we unpack what equity compensation really means, why money decisions are never “just spreadsheets,” and how true wealth is ultimately about freedom, clarity, and choice. This conversation is especially relevant for tech executives navigating RSUs, ISOs, IPOs, job transitions, or the question many silently ask: “What is all this money actually for?” Important Disclosures: Jackie Lewis and Ryan Goldenhar offer investment advisory services through Mariner Platform Solutions, LLC (“MPS”), an SEC-registered investment adviser. Wealth With Options and MPS are separate, unaffiliated entities. For additional information about MPS, including fees and services, please refer to Form ADV Part 2A, which is available on the Investment Adviser Public Disclosure website (www.adviserinfo.sec.gov). Registration of an investment adviser does not imply a certain level of skill or training. This podcast episode includes statements by Tina Powell of Intention.ly. Intention.ly is a marketing firm that is compensated by Wealth With Options to provide marketing and related services. This compensation creates a conflict of interest, as Intention.ly has a financial incentive to promote Wealth With Options and its services. Statements made by Intention.ly should not be construed as independent or unbiased. This endorsement is not a guarantee of future results or client experience. Discussion of careers in technology companies and equity-based compensation, including stock options, is provided for general informational purposes only. Stock options and other forms of equity compensation do not guarantee wealth creation. Outcomes vary significantly based on company performance, market conditions, vesting terms, concentration risk, tax considerations, and individual circumstances. Any examples or scenarios discussed are illustrative only and should not be interpreted as indicative of typical or expected results. Nothing discussed should be construed as individualized investment, tax, legal, or employment advice, or as a recommendation to pursue any particular employment or compensation structure. Any opinions expressed herein are subject to change without notice. There is no assurance that any investment, plan, or strategy will be successful. Investing involves risk 🤩 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

Send us a text In 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: Resources Mentioned: Knomee WebsiteKnowing Me Knowing You Podcast Knomee Wealth Leadership Roundtables Hidden Brain Podcast ⏱ Chapter Markers: 00:00 – Welcome + Why Marla’s story matters 01:08 – From JP Morgan & BlackRock to founding Knomee 04:29 – What Knomee is and who it’s for 09:00 – Behavioral finance and risk redefined 13:24 – The idea behind “financial identity” 17:35 – How often clients should re-engage with Knomee 21:43 – The role of AI in creating connection 26:26 – The vulnerability gap for women and wealth 33:03 – Building women’s networks inside firms 36:26 – How to start a women’s initiative that lasts 39:15 – Advice for women aiming for the C-suite 43:06 – Launching the “Knowing Me, Knowing You” podcast 46:45 – Nomi at Future Proof and Wealth Leadership Roundtables 48:47 – Best health + wellness tip: find your posse 🤩 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

Send us a text In 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: Resources Mentioned https://gfpprivatewealth.comhttps://www.broadridge.com/advisor/aif-designation-training Link https://www.diversitasfp.org ⏱ Chapter Markers 👉 Ready to be inspired? Listen now and take notes. This conversation may just spark the change you’ve been putting off. 🤩 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

Send us a text Today, 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 to me. As someone navigating a personal health journey, I’ve come to understand just how vital it is to plan ahead—not just for ourselves, but for the people we love. It’s not just paperwork. It’s peace of mind. And Vanilla is making that possible. Founded in 2019 by renowned entrepreneur and financial advisor Steve Lockshin, Vanilla was born out of a deep understanding of the wealth management space—and a bold vision to modernize how legacy planning gets done. Backed by leaders like Michael Jordan and Bill McNabb, Vanilla is transforming an industry that has long been overdue for innovation. In today’s episode, Gene brings both personal passion and professional fire. We talk about everything—from the heartbreaking family experience that fuels his drive at Vanilla, to his journey through giants like Coca-Cola, Amazon, and Smartsheet. Yes, he’s the brains behind Coca-Cola Freestyle—you know, that magical machine that lets you mix over 100 drink combinations? Yeah, that was Gene. But this episode goes deeper. We dive into how Vanilla is transforming the advisor-client relationship through intelligent estate planning tools—using AI, intuitive design, and real human connection. You’ll hear about the myth of "estate planning is only for the rich,” why 92% of clients want their advisor’s help—but only 23% get it—and what you can do about it. Plus, we explore the power of legacy, leadership, and living with intention. So whether you're a fintech founder, financial advisor, or someone navigating your own life planning journey—this episode is packed with wisdom, innovation, and inspiration. Get ready for an unforgettable conversation with one of the most purpose-driven leaders in fintech—right here, In The Suite. Books Referenced: First, Break All the RulesNow, Discover Your StrengthsYounger Next YearToughness Training for Life Toughness Training for SportWebsites & Tools: Vanilla2025 State of Estate Planning Report 🤩 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

Send us a text Today, 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. He’s championed the creation of best-in-class experiences that focus on peer-to-peer learning, actionable content, and technology-driven solutions for RIAs and senior leaders. With a keen eye for what resonates in the industry, Dan has played a pivotal role in building Edge’s reputation as one of the can’t-miss events on the annual calendar—now moving to the breathtaking Boca Raton Resort in June! Alongside Dan is Shannon Rosic, a tech-savvy leader and respected industry voice, known for curating wildly successful educational tracks and superstar speaker lineups. Shannon’s ability to translate feedback from advisors and sponsors into real, tangible improvements is the secret sauce behind Edge’s “choose your own adventure” conference model. Whether you’re into investments, tech demos, or RIA practice management, Shannon ensures there’s something for everyone. But that’s just the beginning. In today’s episode, we dive behind the scenes of Edge’s evolution—how attendee-driven feedback, bold new partnerships, and a relentless focus on community have set a new standard for industry events. We talk about the future of advisor learning, the importance of next-gen mentorship, and the rise of women in wealth management. You’ll also hear about exciting new features: roundtables, allocate meetings with AI-powered connections, and keynote speakers who embody leadership and resilience—including former NFL quarterback Alex Smith. Plus, Dan and Shannon share candid tips on thriving in high-stress environments, the power of collaboration, and how Informa is opening doors for advisors of all backgrounds to find their tribe, invest in their growth, and shape the industry’s future. Get ready for a high-energy, insightful, and heartfelt conversation with two of wealth management’s most innovative event leaders—right here, In The Suite. 🔗 Links & Resources Dan Rubinetti LinkedIn Shannon Rosic LinkedIn Wealth Management EDGE - June 10 - 12, 2025 in Boca Raton, FL 🤩 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

Send us a text Today, 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 direction, overseeing a high-performing team of sales and marketing professionals, and bringing Amplify’s value proposition to life across the industry. She’s a dynamic leader whose impact can be seen in every corner of the organization—from product development to market expansion. Before Amplify, Vickie served as Senior Vice President and Chief Success Officer at AssetMark, where she played a critical role in the company’s meteoric rise from a $1 billion TAMP to a $100+ billion industry giant. With more than 30 years of experience spanning financial services, fintech, and asset management, Vickie brings a unique blend of insight, innovation, and execution to everything she does​. But that’s just the beginning. In today’s episode, we explore Vickie’s journey from her early days in the industry to her current role helping firms future-proof their businesses through smart, scalable technology. We talk about the forces shaping the future of wealthtech, what advisors can do to stay competitive, and how to navigate growth during times of rapid change and consolidation. Vickie also shares powerful reflections on leadership, mentorship, and what it really takes to succeed in today’s evolving financial landscape—especially as a woman in the C-suite. Get ready for a thoughtful, empowering, and forward-looking conversation with one of fintech’s most respected voices—right here, In The Suite. 🎧 In this episode, you’ll hear: 🔗 Links & Resources Vickie Lewin on LinkedInAmplify WebsiteAmplify on LinkedInIn The Suite on AppleIn The Suite on SpotifyHost Tina Powell on LinkedIn 🤩 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

Send us a text In 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 Intention.ly. She opens up about why she launched this podcast, what it means to be a founder, and how she's challenging the traditional agency model by delivering strategy-first, results-driven marketing solutions that actually move the needle. Together, Kelly and Tina explore the evolving role of CMOs, the power of team culture, and what it takes to grow in an industry that’s always changing. From the launch of Advisor Brand Builder to her personal “Do Not” list that’s guided every career move, Kelly gets real about what it takes to build something meaningful—and what to walk away from when it no longer serves you. 🎧 Tune in for an honest, high-impact conversation about growth, grit, and what we’re not doing in 2025. 💡 Key Topics Covered: ✔️ Why the best marketing starts with strategy and ends with revenue ✔️ The story behind Intention.ly and how it’s redefining what agencies can be ✔️ The launch of Advisor Brand Builder and the gap it fills in the RIA space ✔️ The importance of team culture, leadership, and hiring people you’d grab drinks with ✔️ Kelly’s “Do Not” list and how boundaries have shaped her personal and professional path ✔️ Why real stories—and real vulnerability—are the heart of Don’t Do That 🔗 Connect with Us: 📌 Follow Tina Powell on LinkedIn 📌 Follow Kelly Waltrich on LinkedIn 📌 Learn more about Intention.ly 📌 Discover Advisor Brand Builder 📌 Subscribe to Don’t Do That wherever you get your podcasts 🤩 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

Send us a text In 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 fintech and financial services growth. Tina shares her deeply personal journey with lung cancer, how it has fueled her passion for advocacy, and the surprising parallels between navigating health challenges and driving intentional business growth. From leveraging strategic partnerships to challenging the status quo in financial services marketing, this conversation is full of inspiration, insights, and actionable takeaways for anyone looking to lead with purpose and scale with intention. 🎧 Tune in for an unfiltered discussion on leadership, resilience, and the future of fintech marketing. 💡 Key Topics Covered: ✔️ The role of digital marketing in the fintech and RIA space ✔️ How strategic partnerships fuel scalable growth ✔️ Tina’s advocacy work in cancer awareness and its impact on leadership ✔️ The evolution of marketing in financial services ✔️ The power of LinkedIn and community in modern WealthTech Connect with Us: 📌 Follow Tina Powell on LinkedIn 📌 Learn more about Intention.ly 📌 Follow Jack Sharry on LinkedIn 📌 Subscribe to WealthTech on Deck for more industry insights! 🤩 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

Send us a text Today, 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 advisor adoption of innovative programs and services. I first sat down with Topaz in 2023 at the annual Schwab IMPACT Conference and included some highlights of our first conversation on this podcast. With an impressive career spanning leadership roles at Northwestern Mutual, LPL Financial, Allianz Life, and Ameriprise Financial, Topaz brings a wealth of experience and vision to the table. He's a proud graduate of Augsburg University with a BA in Business Managerial Economics and holds an MBA from the University of Minnesota's Carlson School of Management. But that’s just the beginning. In today's episode, we dive into Topaz’s fresh perspective as Chief Operations Officer at IAA, exploring how he’s building on the strong foundation laid by founder and CEO Robert Russo. Despite joining the team recently in 2023, Topaz has quickly embraced IAA’s mission and vision, contributing to its impressive growth trajectory—from just 7 advisors a decade ago to nearly 240 by the end of 2024. Together with Robert and team, he’s driving the firm’s commitment to the "supported independence model," empowering advisors to focus on their strengths while planning for their futures. Get ready for an energizing conversation with a rising leader and visionary thinker—right here, In The Suite. 🔗 Links Topaz Morrison on LinkedIn Independent Advisor Alliance Website Schwab IMPACT Future Proof Festival MarketCounsel Summit Newsweek America’s Top Financial Advisory Firms 2025 Robert Russo on Advisor Advocates Podcast 🤩 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

I’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 View, soon to be topping over 300 episodes, Christine is on the forefront of finance, talking to today’s most influential leaders in investing, advice, and personal finance about a wide-range of topics, such as asset allocation and balancing risk and return. Christine has earned numerous accolades, including being named one of Barron’s 100 most influential women in finance and a 2021 honoree as one of the 10 most influential women in wealth management. You know her as a frequent public speaker and widely quoted in the media, The New York Times, The Wall Street Journal, Barron’s, and even PBS, and she serves as president of the board for the John C. Bogle Center for Financial Literacy, making her a beacon in financial education. But that’s not all. She’s a triple threat in the book world? Her latest bestseller, How to Retire: 20 Lessons for a Happy, Successful, and Wealthy Retirement, is packed with wisdom from 20 top experts and names you’ll recognize. Her earlier books, 30-Minute Money Solutions and The Morningstar Guide to Mutual Funds, prove she’s on a mission to make personal finance less intimidating—and a whole lot more doable. In today’s episode, we dive deep into the insights and inspiration behind Christine Benz’s latest book, How to Retire: 20 Lessons for a Happy, Successful, and Wealthy Retirement. Christine takes us on a journey through the book’s creation to insights into women’s unique financial challenges, from Jean Chatsky, Mary Beth Franklin, and Laura Carstensen. We’ll also explore Christine’s own philosophy on balancing finances with life’s intangible joys and her passion for fostering financial literacy among underserved communities. Christine’s journey is a blueprint for turning knowledge into impact and passion into purpose. Don’t miss this episode as we uncover her mission to educate, inspire, and elevate investors—right here, In the Suite. Links How to Retire on Amazon Christine Benz on LinkedIn Morningstar Website Referenced Books: The Psychology of Money by Morgan Housel The Geometry of Wealth by Brian Portnoy Tell Me Everything Elizabeth Strout Be Ready When the Luck Happens: A Memoir - Ina Garten 🤩 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

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, Carolyn takes us through her journey—from her early days as a fearless young advisor to founding RIA Circle, an innovative community that empowers advisors through connection and learning. We’ll also explore her unwavering commitment to giving back and how she sustains a balance between career and service. Since beginning her career as an advisor, Carolyn rapidly ascended the ranks of leadership roles across prominent wealth management firms, including HD Vest (now Avantax), ING Advisors Network (now Voya), and Thrivent Advisor Network. Her experience leading LPL Financial’s Large Enterprise Consulting Team and consulting with ECHELON Partners has given her unmatched expertise across the wealth management value chain. Formerly holding numerous FINRA and insurance licenses, she holds the CFP®, CIMA®, CLU®, and the ChFC® designations and has a Bachelor of Science in Business Administration from the University of Minnesota and a master’s in management from The American College. But that’s not all, Carolyn’s impact goes even further. Inspired during the financial crisis, she launched True Circle, a personal mission turned powerful nonprofit, creating care packages for those in need. As a devoted wife and mother of four, Carolyn instills the values of empathy and service in her children, who actively contribute to the organization. Carolyn’s story is a powerful reminder of the importance of community, resilience, and service. Join us as we dive into her insights on building meaningful connections, her passion for creating positive change, and her inspiring vision for a more inclusive industry—right here, In the Suite. 🔗 Links Carolyn Armitage on LinkedIn RIA Circle Website Carolyn Armitage Consulting True Circle Non-Profit Hivebrite Book Recommendation You Weren't Supposed to See That by Josh Brown + The Soul of Wealth by Daniel Crosby U.S. Surgeon General’s Advisory on the Healing Effects of Social Connection and Community Report 🤩 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

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 in 2018 and the Nia Racial Justice portfolio in 2022, both of which have set bold new standards for inclusivity and equity in finance. In this episode, we’ll explore Kristin’s incredible journey—her dedication to empowering female leaders, advocating for racial equity audits, and the pivotal role of investors in shaping a more just and equitable economy. Kristin’s blend of financial expertise and passion for social justice has placed Nia Impact Capital at the forefront of intentional investing, driving meaningful change with purpose and impact. Before dedicating her career to conscious investing, Kristin was an educator, co-founding the North Oakland Community Charter School and serving on the founding board of the George Mark Children’s House, the first children’s hospice and palliative care center in the U.S. Kristin’s academic journey is equally impressive—she holds a Ph.D. in Urban Education from UC Berkeley, an MA from Stanford, and a BA from Tufts. She continues to influence impactful organizations like How Women Lead and GenderSmart, serving on multiple boards, including the Mosaic Project and American Rivers. But that’s not all. We also dive into Kristin’s work advocating for a racial equity audit at MetLife, her groundbreaking work on Tesla, and her experiences navigating the male-dominated asset management industry. Plus, we’ll hear about Nia’s impactful internship program, which empowers the next generation of female leaders, and her personal wellness practices like river rafting and connecting with nature. Kristin’s journey from educator to a pioneering force in finance is fueled by a deep commitment to reshaping capitalism and promoting diversity in leadership. She’s redefining what it means to invest with intention and purpose, right here In The Suite. 🔗 Links Kristin Hull on LinkedIn Nia Impact Capital Website Gender Lens Investing - Crain Currency 8/15/24 Kristin Hull's Speech for MetLife AGM Kristin Hull's Speech for Tesla AGM Kristin's Book Recommendation "Leading with Joy: Practices for Uncertain Times" by Akaya Windwood, Rajasvini Bhansali 🤩 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

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. One of her defining moments? Her mentorship under the legendary David Swensen, Yale’s Chief Investment Officer. Fresh out of Yale with a degree in economics, Casey was already making waves at the university’s endowment, cutting her teeth across various asset classes. This set the stage for her impressive rise. Her journey took her to Brookdale Realty in Atlanta, then back to the Northeast, where she joined The Rockefeller University as Director of Public Investments. At just 30, Casey became the New York Public Library’s first-ever Chief Investment Officer, building an investment office from scratch and implementing groundbreaking processes to manage its endowment. Her career is a testament to bold leadership and innovation. But this isn’t just a career highlight reel. Casey opens up about the personal challenges she’s faced, the importance of mentorship, and how macroeconomic trends are shaping the future of investments. We also explore why gender balance in firms is a competitive edge and how diverse teams drive innovation. Packed with raw insights and invaluable lessons, this episode is a must-listen for anyone looking to lead, break barriers, and thrive In The Suite. 🔗 Links Casey Whalen on LinkedIn Lazard Famil Office Partners Website Casey’s Book Recommendation No Rules Rules on Amazon 🤩 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

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, Evan’s sharp insights and visionary leadership have been an indispensable guide for elite financial advisors, providing the clarity and foresight needed to navigate even the most complex market conditions. In this conversation, Evan brings his unique perspective to the evolution of financial journalism. He shares captivating stories from his storied career, invaluable lessons learned from navigating market upheavals, and his predictions for the future of wealth management. But this episode goes beyond financial reporting. Evan explores critical topics like succession planning in wealth advisory firms, the rise of mergers and acquisitions in the industry, and how multi-generational strategies are reshaping client relationships. But that’s not all. We also highlight Invest in Women, FA Mag’s groundbreaking annual event. This isn’t just another industry conference—it’s a forward-thinking movement dedicated to addressing the unique needs of female clients and shaping the future of financial advising. I invite you to join me at the 10th Annual Invest in Women conference, happening April 21-23, 2025, in Boston. Don’t miss this opportunity to hear from one of the most influential voices in financial journalism as he shares how to stay agile in an ever-evolving landscape and why anticipating trends is crucial for success In The Suite. Links Evan Simonoff LinkedIn Financial Advisor Magazine Website Invest In Women Conference 2025 Private Wealth Magazine Website 🤩 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

Navigating the tech world easily, John O'Connell transformed himself from a Programmer to an Entrepreneur and masterfully led a company to its first IPO. Today, As the CEO and Founder of The Oasis Group, John spearheads growth, guiding firms in wealth management, fintech, and financial services to transcend limits and rejuvenate their growth trajectories. In this not-to-be-missed episode, recorded live from Schwab IMPACT, John and I delve deep into the mind of a visionary who's not just leading the charge but rewriting the playbook of technological evolution. John's odyssey is nothing short of legendary from his early days of coding wizardry to architecting the future of data management with industry behemoths like Sybase and Oracle. As a vanguard in the database revolution, he's sculpted the landscape of customer relations and data management, turning complex challenges into groundbreaking triumphs. But hold onto your seats because John's saga doesn't stop there. In 2019, John founded The Oasis Group, and as CEO today, steering asset managers, independent broker-dealers, and registered investment advisors through the digital transformation of the 21st century. John was named to the InvestmentNews Hot List last year and his work was featured in the T3 Technology Tools for Today T3 2024 Conference stage along with Joel Bruckenstien and Survey. So, plug in, ignite your curiosity, and prepare to be captivated by a tech entrepreneur who's not just walking the tech talk but is blazing a trail for the digital titans of tomorrow. Our conversation with John will help redefine your perspective on technology and leadership in the suite. Links - John O'Connell - LinkedIn - The Oasis Group - Website - "Rise of The Activist Investor" - Amazon Page - T3 Technology Tools for Today 2023 Survey - Link to Survey 🤩 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

When it comes to solving the problems of asset management, there’s one disruptor that stands out and is in a class by himself. That name is Devon Drew. With a career spanning over 17 years at prominent asset management institutions like Vanguard and J.P. Morgan Chase, Devon's stroke of genius is shaping the future of asset management in unprecedented ways. Devon is the founder and CEO of AssetLink (formerly DFD Partners), a data-driven distribution platform to help smaller, demographically underrepresented asset managers scale up their distribution strategies. Devon is named among Wealth Management.com's coveted list of "10 to watch in 2024." In today's enlightening episode, recorded live from Schwab IMPACT, Devon discusses the inception of DFD - Diligence Fund Distributors - the company he founded in 2021. We also get an insider's view into DFD's platform, AssetLink, the first-of-its-kind AI-powered, bidirectional platform for investment discovery. AssetLink, approved on Schwab's platform, is transforming how asset managers and advisors connect, offering a dynamic, intelligent solution for investment matching. Devon's platform has already attracted the attention of major players like JP Morgan, American Century Investments, Ritholtz Wealth and others. Today, AssetLink boasts participation from 67 asset managers and over 7,400 advisors, marking a new era in asset management collaboration. In our compelling dialogue, Devon emphasizes the transformative power of technology, not only as a tool for efficiency but as a catalyst for equality and community-building within the financial advisory landscape. For transformative leaders bold enough to tackle the status quo like Devon, today's conversation with Devon illustrates the transformative power of what it means to be forward-thinking In The Suite. Links https://assetlink.ai/https://dfdpartners.com/https://www.linkedin.com/in/devon-drew-cima%C2%AE-crpc-4b63111a/https://twitter.com/DevonDFDhttps://www.instagram.com/devongdrew/🤩 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

Are you ready for a life-changing story? In this episode, In The Suite host, Tina Powell shares her incredible story of survival and strength that will leave you inspired. Tina's journey took an unexpected turn when she was diagnosed with non-small cell lung cancer. She underwent a life-saving robotic lobectomy procedure and shares her mental healing process, remarkable resilience, and faith. Tina Talks is more than just a cancer story. Tina dives deeper into wellness, good health, and leadership. She emphasizes the need for support and the importance of maintenance for a healthy life. Join Tina as she explores her treatment options, chemotherapy experiences, and targeted therapies' power. She's on a mission to raise awareness, provide advice, and offer hope to others facing challenging times. This is a story of triumph, determination, and resilience. Get ready to be inspired and motivated to take control of your well-being. 🤩 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

Today, we're taking you on an exciting journey to the Aria Hotel in Las Vegas for the highly anticipated second annual Jolt Financial Advisor Marketing Conference by Snappy Kraken, from May 3 - 5, 2023. This episode is extra special because it's divided into two parts. In the first half, we'll treat you to a series of live, on-the-spot interviews from the conference's opening party, co-sponsored by Intention.ly, a growth marketing consultancy for Fintech and Fiserv companies. The second half features a replay from our personal branding panel. Part 1: Live Interviews Part 2: Personal Branding Panel (Replay) The lively and engaging discussion focuses on how to make authentic, genuine, and profitable connections on social media. The panelists include: 🤩 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

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. 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