In this episode of "Focused on the Future," Suzanne Siracuse talks with Rita Robbins, Founder and President of Affiliated Advisors, on the evolving treatment of women in the financial industry, the importance of focusing on clients' adult children to capture next-generation wealth and the crucial role of networking in succession planning.

Specifically, Rita discusses:

- Her Journey: From starting as a sales assistant to becoming one of the first female wholesalers and eventually founding her own firm to serve advisors.
- Impact of Motherhood: How having her daughter inspired her to start her own firm.
- Industry Evolution: The changes in how women are treated in the financial industry.
- Next-Generation Wealth: How advisors can benefit by focusing on their clients' adult children to capture the next generation of wealth.
- Charitable Giving: Why advisors should lean into charitable giving discussions with their clients
- AI Limitations: The key areas where AI cannot replace the human element.
- Succession Planning: The critical role of networking in planning for business succession.

Connect With Suzanne Siracuse:
 
https://www.wealthmanagement.com/
LinkedIn: https://bit.ly/WealthManagementLI
LinkedIn: https://www.linkedin.com/in/suzanne-siracuse-722b777/
Twitter: http://suzsiracuse/
Email: Suzanne@suzannesiracuse.com

Connect With Rita Robbins:

http://www.affiliatedadvisors.com/
LinkedIn: https://www.linkedin.com/company/affiliated-advisors/
LinkedIn: https://www.linkedin.com/in/rita-robbins/

Rita Robbins: The Evolution of Women in Finance, Navigating Change and The Power of Networking

NREI Weekender Episode 6 - NREI Research Series: Annual REIT Study Review, July 13, 2019

Today, David Bodamer continues with the NREI Research Series by reviewing NREI’s 4th annual REIT study. 

In this episode, you will learn:

- The major takeaways from this year’s research
- Which categories are on respondents’ buy and sell lists
- The status of REIT balance sheets
- What kind of predictions the study provides for REIT stock prices and returns 
- And more

Tune in now to hear the latest findings in the Review of the fourth annual REIT Study as part of the NREI Research Series.

Resources:
National Real Estate Investor

Rita Robbins: The Evolution of Women in Finance, Navigating Change and The Power of Networking

WealthManagement.com

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