In the Suite | Podcast Guru

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In the Suite is a podcast that shares amazing stories of women in business in the financial services and wealth management industry. The podcast features interviews with inspiring, top women leaders in business and some of the biggest names in the wealth management industry. In the Suite is where you’ll discover their best secrets and top strategies to grow a great business, build a strong brand, and lead teams in the 21st century. In the Suite podcast is hosted by Tina Powell, TEDx Speaker, former NYU Professor, Marketing Consultant and Partner, Chief Growth Officer at Intention.ly

Recent Episodes

FEB 9, 2024

EP 86 #LiveFromIMPACT A Conversation with John O'Connell, CEO and Founder of The Oasis Group: Tech Transformation and Business Growth

Navigating the tech world easily, John O'Connell transformed himself from a Programmer to an Entrepreneur and masterfully led a company to its first IPO. Today, As the CEO and Founder of The Oasis Group, John spearheads growth, guiding firms in wealth management, fintech, and financial services to transcend limits and rejuvenate their growth trajectories.

In this not-to-be-missed episode, recorded live from Schwab IMPACT, John and I delve deep into the mind of a visionary who's not just leading the charge but rewriting the playbook of technological evolution. John's odyssey is nothing short of legendary from his early days of coding wizardry to architecting the future of data management with industry behemoths like Sybase and Oracle.

As a vanguard in the database revolution, he's sculpted the landscape of customer relations and data management, turning complex challenges into groundbreaking triumphs.

But hold onto your seats because John's saga doesn't stop there.

In 2019, John founded The Oasis Group, and as CEO today, steering asset managers, independent broker-dealers, and registered investment advisors through the digital transformation of the 21st century. John was named to the InvestmentNews Hot List last year and his work was featured in the T3 Technology Tools for Today T3 2024 Conference stage along with Joel Bruckenstien and Survey.

So, plug in, ignite your curiosity, and prepare to be captivated by a tech entrepreneur who's not just walking the tech talk but is blazing a trail for the digital titans of tomorrow. Our conversation with John will help redefine your perspective on technology and leadership in the suite.

Links
- John O'Connell - LinkedIn
- The Oasis Group - Website
- "Rise of The Activist Investor" - Amazon Page
- T3 Technology Tools for Today 2023 Survey - Link to Survey

🤩 Thanks for listening, we appreciate your support and 5-star reviews of our show!!!

❤️ Please follow us on Instagram https://www.instagram.com/inthesuitepod/

📧 Want to get in touch? Email me at [email protected]

16 MIN

JAN 17, 2024

EP 85 #LiveFromIMPACT A Conversation with AssetLink's CEO Devon Drew: Revolutionizing Asset Management Through Technology

When it comes to solving the problems of asset management, there’s one disruptor that stands out and is in a class by himself. That name is Devon Drew.

With a career spanning over 17 years at prominent asset management institutions like Vanguard and J.P. Morgan Chase, Devon's stroke of genius is shaping the future of asset management in unprecedented ways. Devon is the founder and CEO of AssetLink (formerly DFD Partners), a data-driven distribution platform to help smaller, demographically underrepresented asset managers scale up their distribution strategies. Devon is named among Wealth Management.com's coveted list of "10 to watch in 2024."

In today's enlightening episode, recorded live from Schwab IMPACT, Devon discusses the inception of DFD - Diligence Fund Distributors - the company he founded in 2021. We also get an insider's view into DFD's platform, AssetLink, the first-of-its-kind AI-powered, bidirectional platform for investment discovery. AssetLink, approved on Schwab's platform, is transforming how asset managers and advisors connect, offering a dynamic, intelligent solution for investment matching.

Devon's platform has already attracted the attention of major players like JP Morgan, American Century Investments, Ritholtz Wealth and others. Today, AssetLink boasts participation from 67 asset managers and over 7,400 advisors, marking a new era in asset management collaboration.

In our compelling dialogue, Devon emphasizes the transformative power of technology, not only as a tool for efficiency but as a catalyst for equality and community-building within the financial advisory landscape.

For transformative leaders bold enough to tackle the status quo like Devon, today's conversation with Devon illustrates the transformative power of what it means to be forward-thinking In The Suite.

Links

AssetLink - https://assetlink.ai/
DFD Partners - https://dfdpartners.com/
Devon Drew LinkedIn - https://www.linkedin.com/in/devon-drew-cima%C2%AE-crpc-4b63111a/
Devon Drew X - https://twitter.com/DevonDFD
Devon Drew Instagram - https://www.instagram.com/devongdrew/

17 MIN

OCT 23, 2023

Ep 84 #TinaTalks Battling Lung Cancer: My Story of Survival and Strength

Are you ready for a life-changing story? In this episode, In The Suite host, Tina Powell shares her incredible story of survival and strength that will leave you inspired.

Tina's journey took an unexpected turn when she was diagnosed with non-small cell lung cancer. She underwent a life-saving robotic lobectomy procedure and shares her mental healing process, remarkable resilience, and faith.

Tina Talks is more than just a cancer story. Tina dives deeper into wellness, good health, and leadership. She emphasizes the need for support and the importance of maintenance for a healthy life.

Join Tina as she explores her treatment options, chemotherapy experiences, and targeted therapies' power. She's on a mission to raise awareness, provide advice, and offer hope to others facing challenging times.

This is a story of triumph, determination, and resilience. Get ready to be inspired and motivated to take control of your well-being.

57 MIN

JUN 22, 2023

EP 83 #LiveFromJOLT - Part 1: Opening Party Interviews & Part 2: Personal Branding Panel from Jolt Financial Advisor Marketing Conference

Today, we're taking you on an exciting journey to the Aria Hotel in Las Vegas for the highly anticipated second annual Jolt Financial Advisor Marketing Conference by Snappy Kraken, from May 3 - 5, 2023.

This episode is extra special because it's divided into two parts. In the first half, we'll treat you to a series of live, on-the-spot interviews from the conference's opening party, co-sponsored by Intention.ly, a growth marketing consultancy for Fintech and Fiserv companies. The second half features a replay from our personal branding panel.

Part 1: Live Interviews

Aaron Klein, Nitrogen
Steph Bogan, Limitless Advisor
Matt Ackermann, Integrated Partners
Gibson Bosworth, RFG Advisory
Diana Cabrices, Diana Cabrices Consulting
Francesca McLin, Snappy Kraken
Sheryl Hickerson, Females & Finance
Julie Johnson, XY Communications
Mary Kay Glick, Carson Group
Johnny Swift, Impact Communications
Domenick DeAndrea, Dandara Wealth Management
David Coyle, AdvisorEngine
Johnny Sanquist, Three Crowns Marketing

Part 2: Personal Branding Panel (Replay)
The lively and engaging discussion focuses on how to make authentic, genuine, and profitable connections on social media. The panelists include:

Sheryl Hickerson, CEO of Females & Finance
Lindsay Gladstone, VP of Marketing at Snappy Kraken
Kian Salehizadeh, VP of Finance at LPL Financial
Tina Powell, Chief Growth Officer, Intention.ly

64 MIN

MAR 19, 2023

EP 82 #LiveFromMSUM22 - Behind the Scenes of MarketCounsel Summit 2022

Today, we're taking you on an exclusive journey behind the scenes of one of the industry's most coveted events: the MarketCounsel Summit.

We spent an entire day recording 18 back-to-back podcast interviews. It was a marathon, but we couldn't have done it without the help of some truly amazing people. A huge thank you goes out to Brian Hamburger and Ryan Marcus from MarketCounsel, who helped make this episode possible. Erica Ellis, Conference and Event Manager from Intention.ly, was an incredible event wingman, and Kevin Hirshorn, our talented podcast producer and editor at large worked miracles to bring it all together.

Last, we want to thank the 18 guests you'll hear from in this episode. These experts generously shared their time and insights with us, and we couldn't be more grateful.

Brian Hamburger - Founder of MarketCounsel and the Hamburger Law Firm
Joe Anthony - President & Co-Owner, Gregory FCA
Megan Carpenter - CEO & Co-Founder, FiComm Partners
Scott MacKillop - CEO, First Ascent Asset Management
Suleman Din - Advisor Intelligence Lead, AdvisorEngine
Brian McLaughlin - President, Orion Advisor Technology
Eric Clarke - CEO, Orion Advisor Services
Aaron Klein - CEO & Co-Founder, Riskalyze
Joel Bruckenstein - FinTech Expert, T3 Technology Tools for Today
Zach Conway - Founder & CEO, Seeds Investor
Anthony Stich - CRO, Entrustody
Spenser Segal - CEO, ActiFi
David Wood - Founder & Chief Visionary Officer, Gateway Financial Partners
Stephanie Bogan - Founder, Chief Possibility Officer, Limitless Adviser Coaching
Martine Lellis - Chief Talent & Administrative Officer, Mercer Advisors
Shannon Spotswood - President, RFG Advisory
David Canter - President, Bluespring Wealth Partners
Eric Godes - SVP, Senior Consultant, FP Transistions

And thank you so much for listening and subscribing, and giving us 5-star reviews. We are so so grateful to you. We’ve got listeners in 1,361 cities and 66 countries. That’s the most we’ve ever had, and we owe it all to you, so thank you.

Feel free to email me at [email protected] to pitch guests for Season 4 2023 and let us know who you want to see here In The Suite.

37 MIN