Podcast
In the Suite
Hosted by Tina Powell | Intention.ly · EN
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 of Community at Intention.ly
20episodes
Episodes
Newest firstAll episodes
EP 102 Building Influence, Strategic Partnerships & the AI Advantage in WealthTech with Rachel Cameron of Nitrogen
Mar 800:49:44Tap to summarizeSend us Fan MailIn this episode of In The Suite, Tina Powell sits down with Rachel Cameron, Managing Director of Partnerships at Nitrogen, the advisor growth platform formerly known as Riskalyze.Rachel is a dynamic connector in the wealthtech ecosystem, helping advisors and fintech firms build powerful partnerships that drive real growth. At Nitrogen, she works at the intersection of advisor technology, AI innovation, and strategic collaboration, helping advisors move from simply managing risk to actively growing their businesses.Rachel shares how Nitrogen’s platform is evolving into a specialized planning and growth engine designed to help advisors “swivel the monitor, not the chair” during client meetings — using powerful visuals, automated insights, and AI-driven tools that elevate the client experience. In This Episode You’ll Learn• How Nitrogen is evolving from Riskalyze into a comprehensive advisor growth platform • Practical ways AI is improving advisor meetings and client preparation • The Hotshot Rule productivity strategy for accelerating momentum • What makes a successful fintech partnership • Why advisors should rethink their technology stack • How conferences like the Fearless Investing Summit help shape the future of wealth managementResources MentionedNitrogen Wealth Platform: https://nitrogenwealth.comFearless Investing Summit: https://nitrogenwealth.com/fearless-investing-summitKat Cole (Creator of the “Hotshot Rule”): https://www.linkedin.com/in/katcole/Michael Kitces Advisor Technology Map: https://www.kitces.com/fintech-map/🤩 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 tina@growintentionally.com
Transcribe →Ep 100: The Original Power Move — My Mom’s Story of Reinvention & Strength with Joanne Sutera
Feb 1200:55:28Tap to summarizeSend us Fan MailFor the 100th episode of In The Suite, I’m sitting down with the woman who made the very first power move in my life — my mother, Joanne Sutera.Long before there were downloads in over 133 countries, before sponsors, before a microphone ever turned on, there was one listener. Her. She believed in this work before there was proof it mattered.Joanne’s life is a masterclass in reinvention. She grew up the oldest of nine children in a chaotic household and went on welfare as a teenager. At 18, she left home. At 19, she boarded a bus to New York with $30 in her pocket and no clear roadmap. She became a single mother and sole provider, put herself through nursing school, and later returned to earn her bachelor’s degree as an adult student determined to see the world through an educated lens.Over the decades, she built careers in healthcare, entrepreneurship, and international business. She worked inside small, privately held companies, ran operations in a high-end salon, handled international sales, and later taught computer classes aboard an international cruise line. Retirement didn’t slow her down. It marked another reinvention — this time as a published poet and longtime docent at Grounds For Sculpture.This conversation is about education as an exit strategy, reinvention at every stage of life, and the courage to leave situations that no longer serve you. It’s about resilience as a daily practice, not a personality trait. And it’s also about walking through one of the hardest chapters of our lives together as I navigate lung cancer, choosing to stay engaged, creative, and present in the middle of uncertainty.If you are navigating change, considering a bold move, or wondering whether it’s too late to start again, this episode is for you.Thank you for being here for 100 episodes.🤩 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 tina@growintentionally.com
Transcribe →EP 101 What Tech Professionals Get Wrong About Equity Compensation & Wealth with Jackie Lewis and Ryan Goldenhar, Wealth With Options
Jan 1500:38:26Tap to summarizeSend us Fan MailI’m joined by Ryan Goldenhar and Jackie Lewis, the powerhouse duo behind Wealth with Options, a San Diego–based firm helping tech professionals make sense of equity compensation, major liquidity events, and the emotional decisions that come with sudden or complex wealth.Ryan and Jackie bring a rare combination of technical rigor and humanity to financial planning—meeting clients not just where the numbers are, but where their values, fears, ambitions, and life transitions live.Together, we unpack what equity compensation really means, why money decisions are never “just spreadsheets,” and how true wealth is ultimately about freedom, clarity, and choice.This conversation is especially relevant for tech executives navigating RSUs, ISOs, IPOs, job transitions, or the question many silently ask: “What is all this money actually for?”Important Disclosures:Jackie Lewis and Ryan Goldenhar offer investment advisory services through Mariner Platform Solutions, LLC (“MPS”), an SEC-registered investment adviser. Wealth With Options and MPS are separate, unaffiliated entities. For additional information about MPS, including fees and services, please refer to Form ADV Part 2A, which is available on the Investment Adviser Public Disclosure website (www.adviserinfo.sec.gov). Registration of an investment adviser does not imply a certain level of skill or training.This podcast episode includes statements by Tina Powell of Intention.ly. Intention.ly is a marketing firm that is compensated by Wealth With Options to provide marketing and related services. This compensation creates a conflict of interest, as Intention.ly has a financial incentive to promote Wealth With Options and its services. Statements made by Intention.ly should not be construed as independent or unbiased. This endorsement is not a guarantee of future results or client experience.Discussion of careers in technology companies and equity-based compensation, including stock options, is provided for general informational purposes only. Stock options and other forms of equity compensation do not guarantee wealth creation. Outcomes vary significantly based on company performance, market conditions, vesting terms, concentration risk, tax considerations, and individual circumstances.Any examples or scenarios discussed are illustrative only and should not be interpreted as indicative of typical or expected results. Nothing discussed should be construed as individualized investment, tax, legal, or employment advice, or as a recommendation to pursue any particular employment or compensation structure. Any opinions expressed herein are subject to change without notice.There is no assurance that any investment, plan, or strategy will be successful. Investing involves risk, including the🤩 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 tina@growintentionally.com
Transcribe →EP 99 Reinventing Wealth with AI, Empathy & Financial Identity with Marla Sofer, Founder & CEO of Knomee
Oct 3100:51:48Tap to summarizeSend us Fan MailIn this episode of In the Suite, host Tina Powell sits down with Marla Sofer, fintech founder and visionary behind Knomee, the AI-powered behavioral finance platform helping advisors uncover their clients’ financial identity.With 25+ years across JP Morgan, BlackRock, and Lending Club, Marla shares how she turned industry experience into innovation — building technology that connects advisors and clients at the human level.We explore:The birth of “financial identity” and what it means for personalization in wealthHow AI enhances trust, empathy, and client connectionThe vulnerability gap in women’s wealth conversationsHow to build women’s networks inside financial firmsThe transformative power of imagining your “future self”Resources Mentioned:Knomee WebsiteKnowing Me Knowing You Podcast Knomee Wealth Leadership Roundtables Hidden Brain Podcast ⏱ Chapter Markers: 00:00 – Welcome + Why Marla’s story matters 01:08 – From JP Morgan & BlackRock to founding Knomee 04:29 – What Knomee is and who it’s for 09:00 – Behavioral finance and risk redefined 13:24 – The idea behind “financial identity” 17:35 – How often clients should re-engage with Knomee 21:43 – The role of AI in creating connection 26:26 – The vulnerability gap for women and wealth 33:03 – Building women’s networks inside firms 36:26 – How to start a women’s initiative that lasts 39:15 – Advice for women aiming for the C-suite 43:06 – Launching the “Knowing Me, Knowing You” podcast 46:45 – Nomi at Future Proof and Wealth Leadership Roundtables 48:47 – Best health + wellness tip: find your posse🤩 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 tina@growintentionally.com
Transcribe →Ep 98 Changing It Up: Secrets to Leadership, Health & Longevity with Carina Diamond, Chief Executive Officer, GFP Private Wealth
Aug 2800:38:35Tap to summarizeSend us Fan MailIn 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 “here now” (not “coming”)The importance of shaking things up—personally and professionallyThe underestimated power of awards, speaking, and visibilityResources MentionedGFP Private Wealth: https://gfpprivatewealth.comBroadridge AIF Program: https://www.broadridge.com/advisor/aif-designation-trainingCoursera Google AI Certification: LinkDiversitas at The University of Akron: https://www.diversitasfp.org⏱ Chapter Markers00:00 – Welcome & why this conversation was years in the making01:30 – The legacy of Sally Gries and GFP’s rebrand07:00 – From Chief Growth Officer to CEO in five months 11:20 – Why AI isn’t the future—it’s the present16:20 – Building young, innovative teams22:00 – Confidence, certifications, and the power of visibility26:30 – Founding Stella Segunda Partners & career reinvention29:50 – Flourish Women & Wealth: pioneering women’s financial education31:50 – The influence of Carina’s mother and her legacy34:30 – Upcoming events & what’s next for GFP37:40 – Health and wellness tip: the power of changing things up👉 Ready to be inspired? Listen now and take notes. This conversation may just spark the change you’ve been putting off.🤩 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 tina@growintentionally.com
Transcribe →EP 97 Plain Vanilla: Reinventing Estate Planning with Gene Farrell, President & Chief Executive Officer, Vanilla
Jun 1000:52:42Tap to summarizeSend us Fan MailToday, 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 meaningful to me. As someone navigating a personal health journey, I’ve come to understand just how vital it is to plan ahead—not just for ourselves, but for the people we love. It’s not just paperwork. It’s peace of mind. And Vanilla is making that possible.Founded in 2019 by renowned entrepreneur and financial advisor Steve Lockshin, Vanilla was born out of a deep understanding of the wealth management space—and a bold vision to modernize how legacy planning gets done. Backed by leaders like Michael Jordan and Bill McNabb, Vanilla is transforming an industry that has long been overdue for innovation.In today’s episode, Gene brings both personal passion and professional fire. We talk about everything—from the heartbreaking family experience that fuels his drive at Vanilla, to his journey through giants like Coca-Cola, Amazon, and Smartsheet. Yes, he’s the brains behind Coca-Cola Freestyle—you know, that magical machine that lets you mix over 100 drink combinations? Yeah, that was Gene.But this episode goes deeper. We dive into how Vanilla is transforming the advisor-client relationship through intelligent estate planning tools—using AI, intuitive design, and real human connection. You’ll hear about the myth of "estate planning is only for the rich,” why 92% of clients want their advisor’s help—but only 23% get it—and what you can do about it.Plus, we explore the power of legacy, leadership, and living with intention.So whether you're a fintech founder, financial advisor, or someone navigating your own life planning journey—this episode is packed with wisdom, innovation, and inspiration.Get ready for an unforgettable conversation with one of the most purpose-driven leaders in fintech—right here, In The Suite.Books Referenced:First, Break All the Rules by Marcus Buckingham and the Gallup OrganizationNow, Discover Your Strengths by Marcus BuckinghamYounger Next Year by Chris Crowley & Henry LodgeToughness Training for Life by James E. LoehrToughness Training for Sport by James E. LoehrWebsites & Tools:Vanilla Download the 2025 State of Estate Planning Report🤩 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 tina@growintentionally.com
Transcribe →EP 96 Everything New at Edge: Inside Informa’s Top Wealth Management Event with Dan Rubinetti and Shannon Rosic
May 5, 202500:49:54Tap to summarizeSend us Fan MailToday, 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 events. He’s championed the creation of best-in-class experiences that focus on peer-to-peer learning, actionable content, and technology-driven solutions for RIAs and senior leaders. With a keen eye for what resonates in the industry, Dan has played a pivotal role in building Edge’s reputation as one of the can’t-miss events on the annual calendar—now moving to the breathtaking Boca Raton Resort in June!Alongside Dan is Shannon Rosic, a tech-savvy leader and respected industry voice, known for curating wildly successful educational tracks and superstar speaker lineups. Shannon’s ability to translate feedback from advisors and sponsors into real, tangible improvements is the secret sauce behind Edge’s “choose your own adventure” conference model. Whether you’re into investments, tech demos, or RIA practice management, Shannon ensures there’s something for everyone.But that’s just the beginning.In today’s episode, we dive behind the scenes of Edge’s evolution—how attendee-driven feedback, bold new partnerships, and a relentless focus on community have set a new standard for industry events. We talk about the future of advisor learning, the importance of next-gen mentorship, and the rise of women in wealth management. You’ll also hear about exciting new features: roundtables, allocate meetings with AI-powered connections, and keynote speakers who embody leadership and resilience—including former NFL quarterback Alex Smith.Plus, Dan and Shannon share candid tips on thriving in high-stress environments, the power of collaboration, and how Informa is opening doors for advisors of all backgrounds to find their tribe, invest in their growth, and shape the industry’s future.Get ready for a high-energy, insightful, and heartfelt conversation with two of wealth management’s most innovative event leaders—right here, In The Suite.🔗 Links & ResourcesDan Rubinetti LinkedIn Shannon Rosic LinkedIn Wealth Management EDGE - June 10 - 12, 2025 in Boca Raton, FL🤩 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 tina@growintentionally.com
Transcribe →Ep 95 Navigating Growth and Innovation in Wealth Tech with Vickie Lewin, Chief Growth Officer at Amplify
Apr 20, 202500:44:37Tap to summarizeSend us Fan MailToday, 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 strategic direction, overseeing a high-performing team of sales and marketing professionals, and bringing Amplify’s value proposition to life across the industry. She’s a dynamic leader whose impact can be seen in every corner of the organization—from product development to market expansion.Before Amplify, Vickie served as Senior Vice President and Chief Success Officer at AssetMark, where she played a critical role in the company’s meteoric rise from a $1 billion TAMP to a $100+ billion industry giant. With more than 30 years of experience spanning financial services, fintech, and asset management, Vickie brings a unique blend of insight, innovation, and execution to everything she does.But that’s just the beginning.In today’s episode, we explore Vickie’s journey from her early days in the industry to her current role helping firms future-proof their businesses through smart, scalable technology. We talk about the forces shaping the future of wealthtech, what advisors can do to stay competitive, and how to navigate growth during times of rapid change and consolidation. Vickie also shares powerful reflections on leadership, mentorship, and what it really takes to succeed in today’s evolving financial landscape—especially as a woman in the C-suite.Get ready for a thoughtful, empowering, and forward-looking conversation with one of fintech’s most respected voices—right here, In The Suite.🎧 In this episode, you’ll hear:The vision behind Amplify and how it’s redefining operations for wealth management firmsKey lessons from helping scale one of the largest TAMPs in the countryVickie’s insights on the future of wealthtech—from AI to advisor enablementAdvice for breakaway advisors navigating independence and fee compressionHer perspective on RIA consolidation and how technology can be a powerful differentiatorReal talk on advancing women in finance and the importance of mentorship and leadership🔗 Links & ResourcesVickie Lewin on LinkedInAmplify WebsiteAmplify on LinkedInIn The Suite on AppleIn The Suite on SpotifyHost Tina Powell on LinkedIn🤩 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 tina@growintentionally.com
Transcribe →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)
Apr 3, 202500:33:33Tap to summarizeSend us Fan MailIn 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 Intention.ly. She opens up about why she launched this podcast, what it means to be a founder, and how she's challenging the traditional agency model by delivering strategy-first, results-driven marketing solutions that actually move the needle.Together, Kelly and Tina explore the evolving role of CMOs, the power of team culture, and what it takes to grow in an industry that’s always changing. From the launch of Advisor Brand Builder to her personal “Do Not” list that’s guided every career move, Kelly gets real about what it takes to build something meaningful—and what to walk away from when it no longer serves you.🎧 Tune in for an honest, high-impact conversation about growth, grit, and what we’re not doing in 2025.💡 Key Topics Covered: ✔️ Why the best marketing starts with strategy and ends with revenue✔️ The story behind Intention.ly and how it’s redefining what agencies can be✔️ The launch of Advisor Brand Builder and the gap it fills in the RIA space✔️ The importance of team culture, leadership, and hiring people you’d grab drinks with✔️ Kelly’s “Do Not” list and how boundaries have shaped her personal and professional path✔️ Why real stories—and real vulnerability—are the heart of Don’t Do That🔗 Connect with Us: 📌 Follow Tina Powell on LinkedIn 📌 Follow Kelly Waltrich on LinkedIn 📌 Learn more about Intention.ly 📌 Discover Advisor Brand Builder 📌 Subscribe to Don’t Do That wherever you get your podcasts🤩 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 tina@growintentionally.com
Transcribe →EP 93 From WealthTech to Community: Tina Powell on Growth, Resilience, and Advocacy (WealthTech on Deck with Jack Sharry)
Mar 10, 202500:38:01Tap to summarizeSend us Fan MailIn 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 of fintech and financial services growth. Tina shares her deeply personal journey with lung cancer, how it has fueled her passion for advocacy, and the surprising parallels between navigating health challenges and driving intentional business growth.From leveraging strategic partnerships to challenging the status quo in financial services marketing, this conversation is full of inspiration, insights, and actionable takeaways for anyone looking to lead with purpose and scale with intention.🎧 Tune in for an unfiltered discussion on leadership, resilience, and the future of fintech marketing.💡 Key Topics Covered: ✔️ The role of digital marketing in the fintech and RIA space ✔️ How strategic partnerships fuel scalable growth ✔️ Tina’s advocacy work in cancer awareness and its impact on leadership ✔️ The evolution of marketing in financial services ✔️ The power of LinkedIn and community in modern WealthTechConnect with Us: 📌 Follow Tina Powell on LinkedIn 📌 Learn more about Intention.ly📌 Follow Jack Sharry on LinkedIn 📌 Subscribe to WealthTech on Deck for more industry insights!🤩 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 tina@growintentionally.com
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