Episodes

  • Leading With Empathy and Financial Vision with Cary Carbonaro

    Leading With Empathy and Financial Vision with Cary Carbonaro
    Dec 10 2025
    Many people want guidance that truly supports their goals, yet the way advice is delivered can shape how confident they feel. How do you create space for every voice at the table? How do you build a client experience that reflects communication, care and long-term thinking? In this episode of Focused on the Future, host …

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    32 mins
  • Leading With Values, Growing With Intention with Julia Carlson

    Leading With Values, Growing With Intention with Julia Carlson
    Nov 25 2025
    Building a firm that reflects your values does not happen by accident. In this episode of Focused on the Future, host Suzanne Siracuse talks with Julia Carlson, founder and CEO of Financial Freedom Wealth Management Group, about creating an inclusive culture, serving clients without traditional minimums and using technology to strengthen relationships. Julia also shares …

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    35 mins
  • How Douglas and Heather Boneparth Combine Love, Money and Purpose

    How Douglas and Heather Boneparth Combine Love, Money and Purpose
    Nov 5 2025
    Partnership in life and business takes communication, balance and understanding, and when money enters the mix, the stakes are even higher. In this episode of the Focused on The Future podcast, host Suzanne Siracuse talks with Douglas and Heather Boneparth, the husband-and-wife team behind Bone Fide Wealth, about how their personal and professional lives intersect, …

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    37 mins
  • Culture, Collaboration and Career Change with Cerity Partners’ Claire O’Keefe

    Culture, Collaboration and Career Change with Cerity Partners’ Claire O’Keefe
    Oct 22 2025
    What happens when a schoolteacher from Ireland follows her curiosity halfway across the world and ends up helping shape one of the nation’s largest wealth management firms? In this episode of the Focused on the Future podcast, host Suzanne Siracuse talks with Claire O’Keefe, partner and head of partner development at Cerity Partners, about her …

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    30 mins
  • Corporate Citizenship in Action

    Corporate Citizenship in Action
    Oct 8 2025
    In this episode of Focused on The Future, host Suzanne Siracuse speaks with Pammi Bhullar, senior director of corporate citizenship at Edelman Financial Engines, about how the firm integrates purpose into its culture and client impact. Pammi shares her career journey across multiple sectors and why she chose Edelman to align her passion for helping …

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    26 mins
  • From Advising Clients to Assisting Communities: The Ripple Effect of Advice

    From Advising Clients to Assisting Communities: The Ripple Effect of Advice
    Sep 24 2025
    In this episode of Focused on The Future, host Suzanne Siracuse speaks with Michael Brady, founder and president of Generosity Wealth Management, about how he built a firm dedicated to aligning wealth with purpose and possibility. Michael shares how his early mentors shaped his people-first approach to advising, and the client story that inspired him …

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    32 mins
  • Breadwinner Women, Gen Z and Succession with Bridget Venus Grimes

    Breadwinner Women, Gen Z and Succession with Bridget Venus Grimes
    Sep 10 2025
    When your career path zigzags from Wall Street to pastry kitchens and back to finance, you pick up lessons most playbooks miss. In this episode of the Focused on the Future podcast, host Suzanne Siracuse talks with Bridget Venus Grimes, CFP, founder and president of WealthChoice and co‑founder of Equita Financial Network, about centering a …

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    34 mins
  • The Power of Evolution: Building a Purpose-Driven Firm with Liz Miller

    The Power of Evolution: Building a Purpose-Driven Firm with Liz Miller
    Aug 13 2025
    In this episode of Focused on the Future, host Suzanne Siracuse speaks with Liz Miller, founder and president of Summit Place Financial Advisors and current chair of the CFP Board, about how she’s built a purpose-driven firm that prioritizes clarity, culture, and continuous evolution. Liz shares her journey from institutional portfolio management to launching a …

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    33 mins