
In the Suite
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 Partner, Chief of Community at Intention.ly
Podcasting since 2020 • 96 episodes
In the Suite
Latest Episodes
EP 96 Everything New at Edge: Inside Informa’s Top Wealth Management Event with Dan Rubinetti and Shannon Rosic
Today, I’m thrilled to welcome two powerhouse leaders in financial services and events: Dan Rubinetti and Shannon Rosic of Informa. ...
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Season 3
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Episode 96
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49:54

Ep 95 Navigating Growth and Innovation in Wealth Tech with Vickie Lewin, Chief Growth Officer at Amplify
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. ...
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Season 3
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Episode 95
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44:37

EP 94 From CMO to CEO: How Kelly Waltrich is Redefining Intentional Growth Strategy in Fintech and Financial Services at Intention.ly (Don't Do That Podcast)
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 busine...
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Season 3
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Episode 94
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33:33

EP 93 From WealthTech to Community: Tina Powell on Growth, Resilience, and Advocacy (WealthTech on Deck with Jack Sharry)
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 b...
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Season 3
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Episode 93
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38:01

EP 92 From Then to Now: The Power of Vision and Independence with Topaz Morrison, Chief Operations Officer at Independent Advisor Alliance
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 b...
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44:38
