On the latest episode of Focused on the Future, host Suzanne Siracuse sits down with Sibyl Slade, founder and president of IntegriVest Wealth Advisors. Sibyl shares her journey from working at the Federal Reserve Bank of Atlanta to establishing her own independent financial planning firm. Their conversation delves into the evolution of her career, the what she learned after starting her own firm, and her innovative approach to structuring her fees in order to meet clients where they are.
 
Highlights from today’s episode include:
 
- An overview of Sibyl’s time at the Federal Reserve Bank of Atlanta and how she focused on ensuring underserved communities had access to financial products and services
- How her desire to aid families burdened by student loan debt drove her to establish her own independent firm, IntegriVest Wealth Advisors
- Her fee structure that adds flexibility in order to serve all interested parties
- The importance of non-judgmental and unbiased client interactions
- Effective client event strategies that drive organic growth
- How her Small Business Mastermind group has impacted her overall practice

Connect With Suzanne Siracuse:
 
WealthManagement.com: bit.ly/3RKHvyY
LinkedIn: WealthManagment.com: bit.ly/3YkoRAv
LinkedIn: Suzanne Siracuse: www.linkedin.com/in/suzanne-siracuse-722b777/
Twitter: Suzanne Siracuse: @suzsiracuse
Email: Suzanne@suzannesiracuse.com

Connect With Sibyl Slade:
 
https://www.integrivestwealthadvisors.com/ 
LinkedIn: IntegriVest Wealth Advisors: https://www.linkedin.com/company/integrivest-wealth-advisors-llc/
LinkedIn: Sibyl Slade: https://www.linkedin.com/in/SibylSlade/
Email: Sibyl.Slade@gmail.com

About Our Guest:

Slade is the founder and president of IntegriVest Wealth Advisors, LLC. an independent financial services firm. She lends her 28 years of banking and finance experience to provide personalized comprehensive financial planning and advisory services to small business owners and professionals. In 2022, she was recognized as a Visionary for Advisor Group’s Women Forum. In 2019, she was a nominee for the Ladenburg Institute of Women & Finance. Before founding IntegriVest Wealth Advisors, LLC, Slade began her financial services career as a financial advisor with Waddell & Reed, where she was recognized as a recipient of Waddell & Reed’s 2015 Pacesetter as well as received her Chartered Retirement Planning Counselor Designation. In 2017, Slade became an independent financial advisor and became an industry thought leader. A 21-year veteran of the Federal Reserve Bank of Atlanta, in this capacity, Slade served as a senior regional community development manager for the Atlanta Fed's community and economic development (CED) team whereby she provided regional and national input around these areas.

Building Community Through Planning with Sibyl Slade

Are you ready to learn the keys to building a profitable, sustainable, and impactful business in the ever-evolving financial landscape?
 
Join us for an insightful conversation with Brian Hamburger, the visionary founder, president, and CEO of MarketCounsel Consulting, and founder and chief counsel of the Hamburger Law Firm. In this episode, Brian sits down with host Suzanne Siracuse to share his journey through the wealth management industry, exploring the challenges advisors face today. Together, they dive into the critical role of objective advice and strategic planning in successfully navigating these complexities.

Brian and Suzanne discuss:

- How his father's career in wealth management shaped his journey in the industry
- Common frustrations and challenges faced by Independent Wealth Managers
- The critical role of objective advice in helping advisors navigate their careers
- The value of planning, discipline, and seeking external, unbiased guidance 
- Avoiding the most common pitfalls that advisors and firms face in transition

Connect With Suzanne Siracuse:
 
WealthManagement.com: bit.ly/3RKHvyY
LinkedIn: WealthManagment.com: bit.ly/3YkoRAv
LinkedIn: Suzanne Siracuse: www.linkedin.com/in/suzanne-siracuse-722b777/
Twitter: Suzanne Siracuse: @suzsiracuse
Email: Suzanne@suzannesiracuse.com

Connect With Brian Hamburger:

Hamburger Law Firm: https://hamburgerlaw.com/ 
MarketCounsel: https://marketcounsel.com/ 
LinkedIn: Brian Hamburger: https://www.linkedin.com/in/hamburger/ 
LinkedIn: Hamburger Law: https://www.linkedin.com/company/hamburgerlaw/ 
LinkedIn: MarketCounsel: https://www.linkedin.com/company/marketcounsel/

Brian Hamburger's Advice to Advisors and Firms: Hope is not a Plan

Suzanne Siracuse interviews Vanessa Martinez, CEO and managing partner of Expressive Wealth, to explore how holistic financial planning and inclusive communication can transform the client experience. Vanessa shares her journey, rooted in the values instilled by her parents, who overcame educational limitations in war-torn Central America. This background shaped her commitment to empowering clients through education and comprehensive wealth management.

Vanessa also discusses the need for financial advisors to shift their strategies in the face of longer lifespans, emphasizing longevity risk as a critical factor in planning. She highlights the importance of understanding diverse and blended family dynamics, going beyond assumptions, and focusing on meaningful communication with clients.

Highlights from this episode include:
- The role of psychology in financial planning
- Why wealth management is not just about numbers, but about understanding clients' behaviors, motivations, and family structures
- Her fresh perspective on how advisors can build more impactful and sustainable practices by embracing diversity
- How advisors can better serve clients of the future by adapting to evolving trends and truly listening to their client's unique needs


Connect With Suzanne Siracuse:
 
LinkedIn: Suzanne Siracuse: https://bit.ly/4e8Zyt0 
Twitter: Suzanne Siracuse: https://x.com/suzsiracuse 
Email: Suzanne@suzannesiracuse.com


Connect With Vanessa Martinez:

Expressive Wealth: https://expressivewealth.com/ 
LinkedIn: Expressive Wealth: https://www.linkedin.com/company/expressive-wealth/ 
LinkedIn: Vanessa Martinez: https://www.linkedin.com/in/vanessa-n-martinez/ 


About Our Guest:

With 15+ years of wealth management expertise, Vanessa is dedicated to aligning your financial goals with holistic well-being. Vanessa traveled abroad for her undergrad and earned her BBA in Guatemala, C.A. Returning to Chicago; she received her MBA in finance at North Park University while gaining insights from her time at JPMorgan Chase. Her commitment to comprehensive client wealth advisory led her to earn FINRA Series 6, 7, 63, and 65 certifications.

Longevity Risk and the Role of Psychology in Financial Planning with Vanessa Martinez

Suzanne Siracuse engages in a conversation with George Nichols, CEO of the American College of Financial Services, to uncover strategies for success in financial advising. Nichols shares insights into significant areas for financial advisors, such as specialization, the future of retirement planning, and the importance of representation. 
 
Nichols explored how understanding the diverse needs of various communities is crucial for advisors to succeed in the future. He emphasized that financial advisors must adapt to the evolving landscape by focusing on expertise and representation.

Key focus points from their conversation include:

- The significance of specialization in financial planning for heightened success
- Insights into the future of retirement planning and its evolving demographics
- The role of inclusivity and representation in driving firm growth
- Strategies for addressing the upcoming retirement cliff within the industry

Resource: 

The Center for Special Needs | The American College of Financial Services: https://www.theamericancollege.edu/centers-of-excellence/center-for-special-need

Connect With Suzanne Siracuse:
 
LinkedIn: Suzanne Siracuse: https://bit.ly/4e8Zyt0 
Twitter: Suzanne Siracuse: https://x.com/suzsiracuse 
Email: Suzanne@suzannesiracuse.com

Connect With George Nichols:

The American College: https://www.theamericancollege.edu/ 
LinkedIn: The American College: https://www.linkedin.com/school/the-american-college-cp/ 
LinkedIn: George Nichols: https://www.linkedin.com/in/george-nichols-iii/

About Our Guest:

George Nichols III, CAP®, currently serves as the 10th president and CEO in the storied history of The American College of Financial Services. Nichols joined The College after a 17-year stint at New York Life, where he held principal roles in sales, P&L, strategic initiatives, and public policy. In 2007, Nichols was named to the company's executive management committee. He also served as executive vice president in the Office of Governmental Affairs.

Unlocking the Future of Financial Advising with George Nichols

In the latest episode of Focused on the Future, Suzanne Siracuse sits down with Bryce Skaff of Dimensional Fund Advisors to explore his unique journey from aspiring marine biologist to a career in wealth management. Bryce offers an inside look at DFA’s investment philosophy, deeply rooted in academic research, and how the firm’s growth aligns with the rise of independent advisors. Drawing from DFA's extensive investor studies and advisor benchmarking research, Bryce shares his perspective on the evolving needs of today’s clients and the strategies advisors must embrace to thrive in a changing landscape. He delves into what separates top-performing firms from the rest, emphasizing keys to growth, scaling effectively, and meeting the demands of the future. Bryce and Suzanne also debate the future of smaller advisory firms, discussing whether solo advisors can still compete with larger firms expanding through mergers and acquisitions—or if the solo model is truly becoming a thing of the past.

This is a can’t miss episode.

Connect With Suzanne Siracuse:
 
LinkedIn: Suzanne Siracuse: https://bit.ly/4e8Zyt0 
Twitter: Suzanne Siracuse: https://x.com/suzsiracuse 
Email: Suzanne@suzannesiracuse.com

Connect With Bryce Skaff:

Dimensional Fund Advisors: https://www.dimensional.com/ 
LinkedIn: Dimensional Fund Advisors: https://www.linkedin.com/company/dimensional-fund-advisors/ 
LinkedIn: Bryce Skaff: https://www.linkedin.com/in/bryce-skaff-cfa-88877b3/

About Our Guest:

Bryce Skaff is Co-Head of the Global Client Group (GCG) and serves in a leadership role on several of the firm’s key strategic committees. He helps to shape the vision and oversee the management of the GCG, a global team of professionals committed to delivering an outstanding experience to advisors, intermediaries, and institutional investors around the world.

Secrets of Top-Performing Firms: Bryce Skaff on Driving Growth and Success in Wealth Management

Join host Suzanne Siracuse as she sits down with Lisa Crafford, Managing Director at Constellation Wealth Capital, to explore key strategies for building successful, future-ready wealth management firms.

Drawing on her deep experience working with financial advisors, Lisa offers valuable insights into the power of mentorship, strategic growth approaches, and fostering a strong community. She also sheds light on the pivotal role of technology in positioning firms for sustained growth and resilience in an evolving industry.

Gain insight and practical tips to advance your firm as this episode highlights:

- Lisa’s three main pillars for firm growth - strategic planning, investment in people, and leveraging technology
- Ways advisors can connect with clients and niche segments to build relationships
- The benefits of technology and the challenges faced due to regulatory restrictions
- How to build financial literacy with younger generations

Connect With Suzanne Siracuse:
 
LinkedIn: Suzanne Siracuse: https://bit.ly/4e8Zyt0 
Twitter: Suzanne Siracuse: https://x.com/suzsiracuse 
Email: Suzanne@suzannesiracuse.com

Connect With Lisa Crafford:

https://constellationwealthcapital.com/ 
LinkedIn: Constellation Wealth Capital: https://www.linkedin.com/company/constellationwealthccapital/ 
LinkedIn: Lisa Crafford: https://www.linkedin.com/in/lisacrafford/

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