In the first episode of Season Two of the Focused on the Future podcast, veteran industry leader Suzanne Siracuse chats with Carina Diamond, CEO of Stella Secunda and Director of Diversitas, Expanding Diversity in Wealth Management. They discuss the importance of adopting a personal approach with each client and how this leads to more business. Carina also describes why developing and retaining talent is everyone's job and how having a startup mindset contributes to growth both personally and professionally.

Specifically, Carina details:

• Critical areas that firms and advisors must consider for success now and in the future as we navigate changing investor demographics
• How programs such as Diversity and Externship play a role in attracting future talent to our profession
• Her top recommendations for firms to grow their customer base; it starts with getting personal

Sources:

Connect with Suzanne Siracuse:

Connect with Carina Diamond:

About our guest:

An award-winning financial advisor, entrepreneur and executive, Carina Diamond is the founder and CEO of Stella Secunda, Latin for “Next Star,” which provides organic growth strategy consulting to a variety of companies in the financial services industry. Carina is the Director of Diversity, Expanding Diversity in Wealth Management, a national initiative founded at the University of Akron. She also consults with a major insurance company on a financial wellness application and is a sought-after speaker at industry conferences.

Throughout her 30-year career, Carina has built and grown successful wealth management teams, including her own. Five years after launching her RIA, she sold the business to Dakota Wealth Management, where she joined the firm first as Chief Experience Officer and was later promoted to Chief Growth Officer.