Join industry leader Suzanne Siracuse as she sits down with Lisa Crafford, managing director at Constellation Wealth Capital, to explore key strategies for building successful, wealth management-ready firms.

Drawing on her deep experience working with financial advisors, Lisa provides valuable insight into the power of mentoring, strategic growth approaches and fostering a strong community. It also sheds light on the key role of technology in positioning firms for sustainable growth and resilience in an evolving industry.

Gain insight and practical advice to advance your firm as this episode highlights:

• Lisa's three main pillars for growing the firm – strategic planning, investing in people,
• and using technology
• Ways advisors can connect with clients and specific segments to build relationships
• Benefits of the technology and challenges faced due to regulatory constraints
• How to build financial education with younger generations

Connect with Suzanne Siracuse:

Connect with Lisa Crafford:

About our guest:

Lisa serves as Head of Advisory at Constellation Wealth Capital. Her previous role was as Director and Head of Business Consulting at BNY Mellon | Pershing focused on working with wealth management and advisory firms to help them grow and strengthen their businesses. In addition to her consulting work, Lisa founded the INSITE University Student Experience, Next Leadership Forum, and led Pershing's research efforts with industry media partners. Earlier in her career, Lisa was the Director of Business Management for an RIA in the DC Metro area.