In the Suite

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In the Suite

Tina Powell | Intention.ly

98 episodes

2 months ago

Send us a text In this episode of In The Suite, I’m joined by Carina Diamond, CEO of GFP Private Wealth. Carina shares how she’s honoring the pioneering legacy of Sally Gries while boldly steering the firm into the future. From the power of rebranding to harnessing AI and building next-gen talent pipelines, Carina is a masterclass in leadership reinvention. We talk about: Why rebranding matters more than most firms admitHow to lead boldly without abandoning legacyWhy Carina believes AI is “he...

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Entrepreneurship

All content for In the Suite is the property of Tina Powell | Intention.ly and is served directly from their servers with no modification, redirects, or rehosting. The podcast is not affiliated with or endorsed by Podjoint in any way.

Send us a text In this episode of In The Suite, I’m joined by Carina Diamond, CEO of GFP Private Wealth. Carina shares how she’s honoring the pioneering legacy of Sally Gries while boldly steering the firm into the future. From the power of rebranding to harnessing AI and building next-gen talent pipelines, Carina is a masterclass in leadership reinvention. We talk about: Why rebranding matters more than most firms admitHow to lead boldly without abandoning legacyWhy Carina believes AI is “he...

Show more...

Entrepreneurship

Episodes (20/98)

In the Suite

Ep 98 Changing It Up: Secrets to Leadership, Health & Longevity with Carina Diamond, Chief Executive Officer, GFP Private Wealth

Send us a text In this episode of In The Suite, I’m joined by Carina Diamond, CEO of GFP Private Wealth. Carina shares how she’s honoring the pioneering legacy of Sally Gries while boldly steering the firm into the future. From the power of rebranding to harnessing AI and building next-gen talent pipelines, Carina is a masterclass in leadership reinvention. We talk about: Why rebranding matters more than most firms admitHow to lead boldly without abandoning legacyWhy Carina believes AI is “he...

2 months ago

38 minutes

In the Suite

EP 97 Plain Vanilla: Reinventing Estate Planning with Gene Farrell, President & Chief Executive Officer, Vanilla

Send us a text Today, I’m thrilled to welcome a powerhouse in fintech and leadership In The Suite: Gene Farrell, President and CEO of Vanilla. If you think estate planning is confusing, costly, or only for the ultra-wealthy—this episode is going to flip that belief on its head. Gene joins us to talk about how Vanilla is on a mission to reimagine and radically simplify estate planning, making it accessible, human, and empowering for advisors and families alike. This conversation is especially ...

4 months ago

52 minutes

In the Suite

EP 96 Everything New at Edge: Inside Informa’s Top Wealth Management Event with Dan Rubinetti and Shannon Rosic

Send us a text Today, I’m thrilled to welcome two powerhouse leaders in financial services and events: Dan Rubinetti and Shannon Rosic of Informa. If you’ve spent any time in the wealth management industry, you know their names are synonymous with top-tier industry conferences, innovative programming, and—most importantly—community building. Dan Rubinetti, who helped launch Edge just four years ago, has been a driving force in transforming WealthManagement.com’s approach to advisor-centric ev...

6 months ago

49 minutes

In the Suite

Ep 95 Navigating Growth and Innovation in Wealth Tech with Vickie Lewin, Chief Growth Officer at Amplify

Send us a text Today, I’m thrilled to welcome Vickie Lewin, Chief Growth Officer at Amplify, a fast-growing wealthtech platform purpose-built to simplify operations and accelerate growth for wealth management firms. Amplify’s unified, all-in-one technology is helping RIAs and enterprises streamline their tech stacks, reduce inefficiencies, and scale smarter—all while focusing on what matters most: serving clients. Since joining Amplify, Vickie has been instrumental in driving the firm’s strat...

6 months ago

44 minutes

In the Suite

EP 94 From CMO to CEO: How Kelly Waltrich is Redefining Intentional Growth Strategy in Fintech and Financial Services at Intention.ly (Don't Do That Podcast)

Send us a text In this debut episode of the Don’t Do That podcast, host Kelly Waltrich—CEO and Co-Founder of Intention.ly—sits down with her friend, partner, and colleague Tina Powell for a candid, behind-the-scenes conversation about building businesses, leading with heart, and the hard-won lessons that fuel long-term growth. Kelly shares how her unconventional path—from selling to her grandmother as a kid to running marketing at two of fintech’s fastest-growing firms—shaped her vision for I...

7 months ago

35 minutes

In the Suite

EP 93 From WealthTech to Community: Tina Powell on Growth, Resilience, and Advocacy (WealthTech on Deck with Jack Sharry)

Send us a text In this episode of WealthTech on Deck, host Jack Sharry sits down with marketing powerhouse Tina Powell, Partner and Chief of Community at Intention.ly. Tina is not only a trailblazer in the digital marketing and fintech space but also a fierce advocate for cancer awareness, bringing resilience and purpose to everything she does. Together, Jack and Tina dive into the intersection of WealthTech, marketing, and community building, exploring how Intention.ly is shaping the future ...

7 months ago

38 minutes

In the Suite

EP 92 From Then to Now: The Power of Vision and Independence with Topaz Morrison, Chief Operations Officer at Independent Advisor Alliance

Send us a text Today, I'm thrilled to introduce Topaz Morrison, Chief Growth and Chief Operations Officer at Independent Advisor Alliance, a leading hybrid firm strategically focused on empowering financial advisors to succeed as independent business owners by providing services that align with each advisor's unique needs and challenges. Since joining IAA in August 2023, Topaz has been at the forefront of shaping growth strategies, overseeing sales and consulting teams, and driving advi...

10 months ago

44 minutes

In the Suite

EP 91 The Human Side of Retirement Planning with Morningstar's Christine Benz, Director of Personal Finance and Author of "How To Retire"

Send us a text I’m absolutely thrilled and honored to welcome the incredible Christine Benz In the Suite. Christine, director of personal finance and retirement planning for Morningstar and senior columnist for Morningstar.com. is an absolute trailblazer in personal finance and a trusted voice in retirement planning, portfolio management, and financial literacy. For over three decades strong, Christine doesn’t just explain personal finance—she redefines it. As co-host of Morningstar’s p...

10 months ago

55 minutes

In the Suite

EP 90 Empowering Financial Advisors through Community: Carolyn Armitage's Vision with RIA Circle

Send us a text Today, we’re thrilled to welcome the incredible Carolyn Armitage In the Suite. Carolyn is a force in wealth management—a true pioneer with a career that’s redefined advisory, consulting, and executive leadership. As the Founder and CEO of RIA Circle, she’s not just building a network; she’s igniting a movement. Within RIA Circle, Carolyn is shaping a vibrant, purpose-driven community where advisors gather to connect, grow, and empower each other, one meaningful conn...

11 months ago

53 minutes

In the Suite

EP 89 Redefining Finance: Nia Impact Capital's Kristen Hull on Gender Lens Investing and Racial Equity

Send us a text Today, we are thrilled to welcome the visionary Kristin Hull In The Suite. As the founder of Nia Impact Capital, Kristin is a true trailblazer in gender lens investing. In 2013, she launched Nia Global Solutions, fusing activism with impact investing in the public markets. Kristin crafted Nia’s six solutions-focused investment themes, expertly weaving a gender lens into every aspect of the investment process. Her forward-thinking leadership led to the launch of the Nia Gr...

1 year ago

44 minutes

In the Suite

EP 88 The Power of Instinct: Lazard Family Office Partners' Casey Whalen’s Journey Through Finance and Mentorship

Send us a text Today, we’re honored to have the extraordinary Casey Whalen in the suite—Managing Director, Head, and Chief Investment Officer at Lazard Family Office Partners, a global powerhouse in financial advisory and asset management. Lazard’s influence spans continents, from the Americas to Europe, the Middle East, Asia, and beyond. In this episode, we dive deep into themes of resilience, risk-taking, and seizing pivotal opportunities. Casey’s story is about mentorship, grit, and knowin...

1 year ago

49 minutes

In the Suite

EP 87 The Power of Perspective: How Evan Simonoff Has Shaped Financial Journalism

Send us a text Evan Simonoff, a titan in financial journalism and a name synonymous with financial advisors and the industry at large. Evan is editor-in-chief of Financial Advisor magazine and the editorial director of Private Wealth magazine. With over three decades of experience. Evan’s career has spanned some of the most tumultuous and transformative periods in financial history, from the 1987 crash to the Coronavirus pandemic, and most recently, the rise of AI. As Editor-in-Ch...

1 year ago

53 minutes

In the Suite

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

Send us a text 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...

1 year ago

16 minutes

In the Suite

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

Send us a text 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, dem...

1 year ago

17 minutes

In the Suite

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

Send us a text 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, ...

2 years ago

57 minutes

In the Suite

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

Send us a text 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.&...

2 years ago

1 hour 4 minutes

In the Suite

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

Send us a text 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 Intenti...

2 years ago

37 minutes

In the Suite

EP 81 Trailblazing and Breaking Barriers with Tricia Rothschild, FinTech and Global Wealth Management Executive

Send us a text Taking a seat in the suite for an inspiring episode is the unstoppable Tricia Rothschild, a powerhouse in the world of FinTech. With a career spanning over 30 years and an impressive portfolio of success, Tricia is the epitome of excellence in wealth tech. From serving as the President of Apex Fintech Solutions to her nearly 26 years at Morningstar, where she held positions as Chief Product Officer and Co-Head of Global Markets, managing a $700M portfolio of global software, da...

2 years ago

48 minutes

In the Suite

EP 80 #LiveFromFuse - The Ultimate Viral Tweet and Tale of Behavioral Finance with Dr. Daniel Crosby, Chief Behavioral Officer, Orion Advisor Solutions

Send us a text Today we take a seat in the suite, live from Orion Fuse Park City Utah, with the one and only Dr. Daniel Crosby. Daniel is a psychologist and behavioral finance expert who helps organizations understand the intersection of mind and markets. He is the Chief Behavioral Officer at Orion Advisor Solutions, Orion is a tech powerhouse, designed to bring together leading-edge technology and wealth management. Through a most-in-one advisor platform, Orion powers the success of growth-f...

2 years ago

1 hour 4 minutes

In the Suite

EP 79 Leaning into Grit, Mastery and Growth with Shruti Joshi, Chief Operating Officer of Facet Wealth

Send us a text In today’s episode of In The Suite, we’re honored to welcome Shruti Joshi. Shruti is the COO of Facet Wealth, one of the fastest-growing FinTech firms in America, empowering people to live more enriched lives through a no-minimum, flat-fee model. Shruti is different from your typical leader in wealth management. She is a former consumer tech founder and a proven Fortune 15 executive with a track record of driving efficient and rapid growth across multiple B2C and B2B businesses...

2 years ago

45 minutes