Read more about the article In the Suite Podcast Episode 14: Sharing and Owning Our Money Stories with Eugenié George MBA, CFEI, Author, Our Money Stories
Eugenié George MBA, CFEI, Author, Our Money Stories

In the Suite Podcast Episode 14: Sharing and Owning Our Money Stories with Eugenié George MBA, CFEI, Author, Our Money Stories

This week In The Suite welcomes Eugenié George into the guest chair. As an author, podcast coach, certified financial educator and personal financial writer and specialist – Eugenié George is…

Continue ReadingIn the Suite Podcast Episode 14: Sharing and Owning Our Money Stories with Eugenié George MBA, CFEI, Author, Our Money Stories
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
Read more about the article In the Suite Podcast Ep 10: Starting a Movement and a Male Ally Network with Sheryl Hickerson, CEO of Females & Finance
Sheryl Hickerson, CEO of Females & Finance

In the Suite Podcast Ep 10: Starting a Movement and a Male Ally Network with Sheryl Hickerson, CEO of Females & Finance

There are certain individuals who can just step into a room and light it up. Those are the people who we all clamor to be around, eager to get a…

Continue ReadingIn the Suite Podcast Ep 10: Starting a Movement and a Male Ally Network with Sheryl Hickerson, CEO of Females & Finance
Read more about the article In the Suite Podcast Ep 9: Advancing, Empowering, and Leading Diversity & Inclusion with Cheryl Nash, CEO of Tegra118
Cheryl Nash, CEO of Tegra118

In the Suite Podcast Ep 9: Advancing, Empowering, and Leading Diversity & Inclusion with Cheryl Nash, CEO of Tegra118

Our guest for this episode of In the Suite, Cheryl Nash, is a changemaker, a champion for others, and a culture driver of diversity and inclusion. Cheryl is Chief Executive…

Continue ReadingIn the Suite Podcast Ep 9: Advancing, Empowering, and Leading Diversity & Inclusion with Cheryl Nash, CEO of Tegra118

In the Suite Podcast Ep 8: Artificial Intelligence, Air Jordans, and Innovation with Dani Fava, Director of Product Strategy & Development at TD Ameritrade Institutional

More than an industry peer, this week’s guest is part inspiration, part industry-shaker, and, I’m convinced, part unicorn. In this week’s episode of In the Suite, I am excited to…

Continue ReadingIn the Suite Podcast Ep 8: Artificial Intelligence, Air Jordans, and Innovation with Dani Fava, Director of Product Strategy & Development at TD Ameritrade Institutional

In the Suite Podcast Ep 7: Leaning Into Diversity and Impact in the Workplace with Mary Beth Storjohann, CFP® – CMO at Abacus Wealth Partners

Today In the Suite welcomes Mary Beth Storjohann, CFP® Partner and Chief Marketing Officer at Abacus Wealth Partners. Mary Beth is an enterprising author, speaker, and financial coach who has…

Continue ReadingIn the Suite Podcast Ep 7: Leaning Into Diversity and Impact in the Workplace with Mary Beth Storjohann, CFP® – CMO at Abacus Wealth Partners

In the Suite Podcast Ep 6: Navigating Divorce and True Wealth with Bonnie A. Sewell, CFP®, CDFA®, AIF®,CEPA® – CEO of American Capital Planning

Navigating conversations around divorce and finances can often feel like you’re attempting to dress a Pitbull up in a skirt. Until, of course, you sit down with a woman like…

Continue ReadingIn the Suite Podcast Ep 6: Navigating Divorce and True Wealth with Bonnie A. Sewell, CFP®, CDFA®, AIF®,CEPA® – CEO of American Capital Planning