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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:

• Why rebranding matters more than most firms admit
• How to lead boldly without abandoning legacy
• Why Carina believes AI is “here now” (not “coming”)
• The importance of shaking things up—personally and professionally
• The underestimated power of awards, speaking, and visibility
  
  

Resources Mentioned

• GFP Private Wealth: https://gfpprivatewealth.com
• Broadridge AIF Program: https://www.broadridge.com/advisor/aif-designation-training
• Coursera Google AI Certification: Link
• Diversitas at The University of Akron: https://www.diversitasfp.org
  
  

⏱ Chapter Markers

• 00:00 – Welcome & why this conversation was years in the making
• 01:30 – The legacy of Sally Gries and GFP’s rebrand
• 07:00 – From Chief Growth Officer to CEO in five months
• 11:20 – Why AI isn’t the future—it’s the present
• 16:20 – Building young, innovative teams
• 22:00 – Confidence, certifications, and the power of visibility
• 26:30 – Founding Stella Segunda Partners & career reinvention
• 29:50 – Flourish Women & Wealth: pioneering women’s financial education
• 31:50 – The influence of Carina’s mother and her legacy
• 34:30 – Upcoming events & what’s next for GFP
• 37:40 – Health and wellness tip: the power of changing things up

👉 Ready to be inspired? Listen now and take notes. This conversation may just spark the change you’ve been putting off.

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