HeyJaredFocused on the Future
Focused on the Future provides keys to building a profitable, sustainable, and impactful business. Suzanne Siracuse is excited to be partnering with WealthManagement.com on a podcast that focuses on what successful firms need to embrace to ensure their growth and success to…
- Indexed episodes, last 90 days
- 4
- Latest publication
- Sep 23, 2026
- Audience
- Checking…
- Earliest in this view
- Jul 15, 2026
Latest episodes
Creating Lasting Advisory Practices Through Client Experience And Continuity with Jim Mellin (opens the original)
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How can financial advisors grow their practice while maintaining strong client relationships? What does it take to develop future generations of advisors while keeping the human side of advice at the center? In this episode of Focused On The Future, host Suzanne Siracuse sits down with Jim Mellin, president of advice and wealth management at Equitable Advisors, to talk about building sustainable advisory practices through client experience, advisor development, and thoughtful team structures. Ji
Why CFP Certification Is Becoming More Important in Financial Planning with Dane Snowden (opens the original)
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What will financial advisors and wealth management firms need to prepare for as consumer expectations, technology and the financial planning profession continue to change? From attracting the next generation of financial planners to using AI responsibly, the profession is facing decisions that could shape how advisors build trust, serve clients and grow in the years ahead. In this episode of Focused On The Future, host Suzanne Siracuse speaks with Dane Snowden, chief executive officer of CFP Boa
How Financial Advisors Can Better Serve Underserved Communities with Louis Barajas (opens the original)
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Financial advisors can build meaningful businesses by understanding the people and communities they serve beyond the numbers. What changes when advice starts with listening, culture, trust and behavior? In this episode of Focused On The Future, host Suzanne Siracuse speaks with Louis Barajas, CEO and wealth advisor of International Private Wealth Advisors, about his journey from East Los Angeles to financial planning. Louis shares how culture and financial behavior shape client relationships, wh
Growing an Advisory Firm Organically with James Bogart (opens the original)
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Growing an advisory firm requires more than attracting new clients. It requires clarity around the type of business you want to build, the systems that support it and the people who help move it forward. How do you decide whether growth, independence or a different path is right for your firm? How do you create an organization that reflects your long-term goals? In this episode of Focused On The Future, host Suzanne Siracuse interviews James Bogart, founder and CEO of Bogart Wealth, about buildi
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