Read more about the article In the Suite Podcast Episode 21: Healing, Growing, and Thriving Through Divorce and Separation with Lori Lustberg, CFP®, CDFA™, JD, at Pathway Financial Advisors
Lori Lustberg, CFP®, CDFA®, JD - Financial Planner at Pathway Financial Advisors

In the Suite Podcast Episode 21: Healing, Growing, and Thriving Through Divorce and Separation with Lori Lustberg, CFP®, CDFA™, JD, at Pathway Financial Advisors

Today we’re excited to welcome Lori Lustberg, CFP®, CDFA™, JD  In The Suite. Lori is a remarkable mix of legal insight and financial expertise with a deep appreciation for financial…

Continue ReadingIn the Suite Podcast Episode 21: Healing, Growing, and Thriving Through Divorce and Separation with Lori Lustberg, CFP®, CDFA™, JD, at Pathway Financial Advisors

In the Suite Podcast Episode 20: Nailing Your Next Negotiation and Leaving a Legacy with Zaneilia Harris, CFP®, President, Harris & Harris Wealth Management, LLC

It’s an honor to welcome Zaneilia Harris, CFP® to In the Suite today. Zaneilia is a finance powerhouse. She’s author of the book, Finance 'n Stilettos: Money Matter for the…

Continue ReadingIn the Suite Podcast Episode 20: Nailing Your Next Negotiation and Leaving a Legacy with Zaneilia Harris, CFP®, President, Harris & Harris Wealth Management, LLC
Read more about the article In the Suite Podcast Episode 19: Building Great Teams and Creating a Culture of Innovation with Kelly Waltrich, Chief Marketing Officer of Orion Advisor Solutions
Kelly Waltrich, Chief Marketing Officer of Orion Advisor Solutions

In the Suite Podcast Episode 19: Building Great Teams and Creating a Culture of Innovation with Kelly Waltrich, Chief Marketing Officer of Orion Advisor Solutions

It's so exciting to welcome Kelly Waltrich to In the Suite today. Kelly is Chief Marketing Officer of Orion Advisor Solutions, a company that offers a personalized financial management continuum,…

Continue ReadingIn the Suite Podcast Episode 19: Building Great Teams and Creating a Culture of Innovation with Kelly Waltrich, Chief Marketing Officer of Orion Advisor Solutions
Read more about the article In the Suite Podcast Episode 18: Rising Up with Mindset, Marketing, Money and Media with Marsha Guerrier, Founder and CEO of HerSuiteSpot
Marsha Guerrier, Founder and CEO of HerSuiteSpot

In the Suite Podcast Episode 18: Rising Up with Mindset, Marketing, Money and Media with Marsha Guerrier, Founder and CEO of HerSuiteSpot

Marsha Guerrier is one of those people who manages to effortlessly get it all done. As a multihyphenate businesswoman, Marsha organizes her life around four main pillars: mindset, marketing, money…

Continue ReadingIn the Suite Podcast Episode 18: Rising Up with Mindset, Marketing, Money and Media with Marsha Guerrier, Founder and CEO of HerSuiteSpot
Read more about the article In the Suite Podcast Episode 17:  Longevity and Evolving for Nearly Half a Century in Financial Services with Keena Pettijohn, CEO and Founder of Lifelogixs
Keena Pettijohn, CEO and Founder of Lifelogixs

In the Suite Podcast Episode 17: Longevity and Evolving for Nearly Half a Century in Financial Services with Keena Pettijohn, CEO and Founder of Lifelogixs

This week In The Suite is positively delighted to welcome Keena Pettijohn into the guest chair. No matter your age, Keena is a woman we can all look up to…

Continue ReadingIn the Suite Podcast Episode 17: Longevity and Evolving for Nearly Half a Century in Financial Services with Keena Pettijohn, CEO and Founder of Lifelogixs

In the Suite Podcast Episode 16: Using Artificial Intelligence, Machine Learning, and The Art of the Pivot to Eliminate Bad Debt with Nami Baral, Founder and CEO of Harvest Platform

Today In The Suite welcomes Nami Baral, a woman who has found a way to magically blend passion and purpose in her career. Nami is the founder and CEO of…

Continue ReadingIn the Suite Podcast Episode 16: Using Artificial Intelligence, Machine Learning, and The Art of the Pivot to Eliminate Bad Debt with Nami Baral, Founder and CEO of Harvest Platform

In the Suite Podcast Episode 15: Solving the Talent Crisis with Generation Next, Diversity, and Inclusivity with Kate Healy, Managing Director at TD Ameritrade Institutional

This week In The Suite is happy to welcome Kate Healy into the guest chair. When I first came to the industry in 2010, Kate was the first woman to…

Continue ReadingIn the Suite Podcast Episode 15: Solving the Talent Crisis with Generation Next, Diversity, and Inclusivity with Kate Healy, Managing Director at TD Ameritrade Institutional
Read more about the article In the Suite Podcast Episode 13: Lift as You Climb with Stephanie Foster, MBA, CSPO, PMC-III, Head of Regional Product Management, Americas at Finastra
Stephanie Foster-Head of Regional Product, Americas at Finastra

In the Suite Podcast Episode 13: Lift as You Climb with Stephanie Foster, MBA, CSPO, PMC-III, Head of Regional Product Management, Americas at Finastra

There are moments in all of our lives where we come across someone who transfixes us; whose story and personality make us want to know them on a deeper level.…

Continue ReadingIn the Suite Podcast Episode 13: Lift as You Climb with Stephanie Foster, MBA, CSPO, PMC-III, Head of Regional Product Management, Americas at Finastra

In the Suite Podcast Episode 12: Elevating the Client Experience and Gathering Feedback with Julie Littlechild, Founder and CEO of Absolute Engagement

This week In The Suite welcomes Julie Littlechild into the guest chair. Julie is funny, full of vibrant personality, and has a deep ability to listen to people. After all,…

Continue ReadingIn the Suite Podcast Episode 12: Elevating the Client Experience and Gathering Feedback with Julie Littlechild, Founder and CEO of Absolute Engagement
Read more about the article In the Suite Podcast Ep 11: Mastering Adaptability and Finding Your Voice with Teri Shepherd, President of Carson Group
Teri Shepherd, President of Carson Group

In the Suite Podcast Ep 11: Mastering Adaptability and Finding Your Voice with Teri Shepherd, President of Carson Group

Our guest for this episode of In the Suite, Teri Shepherd, is a true chameleon with the ability to adapt whenever necessary. In a world moving at warp speed, Teri…

Continue ReadingIn the Suite Podcast Ep 11: Mastering Adaptability and Finding Your Voice with Teri Shepherd, President of Carson Group