Focused on the Future

Publicly listed emails

podcasts@proudmouth.com

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How RIA Leaders Can Prepare for Growth, Technology and AI with Stan Gregor

October 07, 2026

RIA leaders are often under pressure to keep growing, but growth can expose weaknesses in technology, infrastructure and advisor support. Sometimes the better decision is to strengthen the foundation before pushing for more scale. In this episode of Focused On The Future, host Suzanne Siracuse speaks with Stan Gregor, CEO and chairman of Summit Financial, about building an advisory firm prepared for long-term growth. Stan shares how Summit rebuilt its infrastructure before accelerating recrui...

Creating Lasting Advisory Practices Through Client Experience And Continuity with Jim Mellin

September 23, 2026

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....

Why CFP Certification Is Becoming More Important in Financial Planning with Dane Snowden

September 09, 2026

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 ...

How do I get in touch with Focused on the Future?

Focused on the Future is hosted by Suzanne Siracuse. Its publicly listed email is podcasts@proudmouth.com. For guest bookings, the host or producer is usually the best person to reach. Podseeker helps you find direct host and producer contacts and pitch from your own inbox.

What is the email for Focused on the Future?

The publicly listed email for Focused on the Future: podcasts@proudmouth.com.

How many listeners does Focused on the Future have?

Podseeker estimates Focused on the Future reaches fewer than 100 listeners per episode. Only the publisher has exact numbers.

Who is an ideal guest for Focused on the Future?

Focused on the Future typically books industry leaders. Typical guest background: Senior executives at wealth management companies, founders and CEOs of advisory firms, leaders of financial planning organizations, and established advisors with demonstrated expertise in firm growth, advisor development, client service, succession, or industry innovation. Common among recent guests: Leadership of a wealth management company, advisory firm, or professional financial planning organization; Demonstrated success building or scaling an advisory business; Recognized expertise in financial planning, advisor development, client experience, or industry strategy. Recent guests include James Mellin, Dane Snowden, and Louis Barajas.

How hard is it to get booked on Focused on the Future?

Medium. Guests usually need solid credentials in the topic and an idea that fits the show.

What topics does Focused on the Future cover?

Recent episodes cover Business, Wealth Management, Financial Planning, Advisor Development, and Succession Planning. Pitch an idea tied to one of these topics and mention a recent episode.