In the Suite  Podcast Artwork Image

In the Suite

Tina Powell | C-Suite Social Media

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 NYU Professor, Marketing Consultant and CEO of C-Suite Social Media.

Recent Episodes

59. Developing a Family Legacy and Multi-Generational Planning with Vanessa Martinez, Managing Director, Partner at The Lerner Group and Co-Author of Family Value at RiskNovember 17, 2021 Episode artwork 58. Top 12 Takeaways from Carson Group’s #Excell2021: “Get Your Mind Right for Marketing”October 31, 2021 Episode artwork 57. Innovative Marketing: Empowering Financial Advisors Through The Digital Referral Shift with Samantha Russell, Chief Evangelist at FMG Suite & Twenty Over TenOctober 15, 2021 Episode artwork 56. Mastering the Art of Succession and Stewardship while Fine-Tuning a Family Business with Lee DeLorenzo, CFP®, CPWA®, AIF®, Co-Founder of United Asset StrategiesSeptember 21, 2021 Episode artwork 55. Leading with Emotional Intelligence and Creating Net Worthwhile with Heather Fortner, MS, IACCP®, Chief Executive Officer at SignatureFDSeptember 03, 2021 Episode artwork 54. Women in WealthTech and Fluid Expectations with Liz Fritz, Chief Commercial Officer at F2 Strategy August 27, 2021 Episode artwork 53. Achieving Balance & Living an Intentional Life with Travis Parry, Ph.D. Best-Selling Author & Keynote SpeakerAugust 19, 2021 Episode artwork 52. Authenticity and Strategic Frameworks for Success in Advisor Marketing, PR, and Podcasting with Megan Carpenter, CEO and Co-Founder of FiComm Partners August 03, 2021 Episode artwork 51. Building a Successful Career in Enterprise Sales & Marketing and the Experience of Being a Doula with Diana Cabrices, VP of Enterprise Development at Snappy KrakenJuly 16, 2021 Episode artwork 50. Being Totally ‘Transparent’ and Leaning Into Wealth Management Trends with Diana Britton, Managing Editor of WealthManagement.comJuly 09, 2021 Episode artwork 49. The Launch of a Growth Academy App Under a Universe of Stars and Diamond Teams with Angie Herbers, Founder and CEO of Herbers & CompanyJune 22, 2021 Episode artwork 48. Understanding Risk Tolerance and The Powerful Impact of Giving Back with Helen Yang, Founder & CEO of Andes Wealth TechnologiesJune 18, 2021 Episode artwork 47. Redefining Leadership and Exploring Human Capital and Compassion with Cecile Munoz, Founder and President of U.S Executive Search & ConsultingJune 15, 2021 Episode artwork 46. Building South East Asia’s Leading Network for Female Entrepreneurs While Going From Stuck To Unstoppable with Genecia Alluora, Founder of Soul Rich Woman June 06, 2021 Episode artwork 45. Being a Spartan Warrior, Your Authentic Self, and Embracing Your Heritage While Achieving Your Goals With Penny Phillips, Co-Founder and President of Journey Strategic WealthMay 20, 2021 Episode artwork 44. Uplifting Your Networking Synergy And Getting Real with Meg Hanington, EPC and Genevieve E. Thayer, EPC at Beacon PartnersMay 11, 2021 Episode artwork 43. Grinding It Out While Exploring the Inspiring Truth About Mentoring, Masterminds and Female Breadwinners with Meredith Moore LUTCF, CLTC, Founder & CEO of Artisan Financial StrategiesApril 27, 2021 Episode artwork 42. Making Bold Moves, Mentoring, and Co-Creating C-Suite Level Shifts with Martine Lellis, CPA, CFP®, Chief Talent and Business Solutions Officer at Mercer AdvisorsApril 15, 2021 Episode artwork 41. Well-Th Rebalanced & The Simple Things Money Can’t Buy with Abby Salameh, Passionate C-Suite Exec & Champion for Independent Advisors April 01, 2021 Episode artwork 40. Financial Therapy and Creating Wealth from the Inside Out with Michelle Arpin Begina CFP®, CIMA®, Founder and Gateway of MichelleABMarch 26, 2021 Episode artwork 39. Branding, Social Media and Podcasting that Lights You Up and Feeds Your Soul with Cathy Curtis, CFP®, Founder of Curtis Financial Planning, LLC March 20, 2021 Episode artwork 38. Taking Bold Leaps of Faith to Follow Your Heart and Give Globally with Devika Kamboh CFP® CLTC MBA, Founder & President at Sohum Global Foundation March 04, 2021 Episode artwork 37. Becoming a Fintech Founder of a Global Risk and Compliance Management Software Company with Laxmi Ramanath, Founder and CEO, LaMeer Inc. February 21, 2021 Episode artwork 36. Building a Life and a Business without Limits with Stephanie Bogan, CEO and Founder, Limitless Adviser CoachingFebruary 09, 2021 Episode artwork 35. Finding Your Personal Voice and Speaking Up for Race, Gender Equity, and ESG with Sonya Dreizler, Solutions with SonyaJanuary 23, 2021 Episode artwork