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The Art of Building Legacy: Multi-Generational Wealth Transfer, Motive, & Advisor Relationships With Joe Strazzeri, Esq.
On this episode of Pathways with Amber Stitt, Joe Strazzeri explores the importance of teaching financial independence to the next generation and building synergy within affluent families. He shares insights on mentorship, healthy family dynamics, and how adversity shapes success, emphasizing honest communication and collaborative teams as key tools for sustaining generational wealth.
2 days ago3 min read


Financial Planning Retirement Myths: Sanjay Tolani on Crystralizing Multi-Generational Wealth
In this episode of Pathways e3, Sanjay Tolani challenges conventional financial wisdom by urging listeners to "stop thinking diversification" and focus on concentration for wealth creation. Sharing his journey from selling his first policy as a young advisor to building generational wealth, he offers actionable insights on legacy, succession, and protecting family and income for the future.
Dec 23, 20253 min read


Rethinking Retirement: The Rewirement Approach and Future Planning with Jamie Hopkins
On this episode of Pathways e3, Jamie Hopkins dives into his concept of "rewirement," reframing retirement planning from just saving and spending to redefining future goals and behaviors. Amber Stitt and Jamie Hopkins discuss envisioning your future self, naming your goals, and adapting as life evolves. They also touch on his upcoming book, the 4% rule, and why change—not rigid rules—is key to financial success.
Dec 16, 20253 min read


Leadership, Delegation, & Time: Preparing Your Financial Advisory Business for the Next Gen with Daralee Barbera
On this episode of Pathways with Amber Stitt, Daralee Barbera and Amber Stitt explore the importance of leadership, succession planning, and building community in the financial services industry. They discuss strategies for empowering teams, fostering inclusion, and why clear communication is key to professional growth and lasting client relationships.
Dec 9, 20254 min read


The Art & Science of Success in Finance: Identify Top Talent with George Grombacher
On this episode of Pathways with Amber Stitt, George Grombacher dives into the art and science behind success in the financial industry, emphasizing the importance of personality profiles, mentorship, and self-management. He shares insights from his management career, the value of exercising your “go muscle,” and practical advice on setting clear priorities for greater fulfillment and achievement.
Dec 2, 20253 min read


Alanah Philips: The Catalyst Launching Advisors & Advising When to Break Up With Broker-Dealers
On this episode of Pathways with Amber Stitt, Alanah Philips shares her journey from working within an organization to breaking out on her own as an entrepreneur. She discusses how building an authentic personal brand and strong network made her transition smoother, and highlights the importance of staying true to your values—even when it means making big changes. "Make more money, have more fun" truly sums up her empowering approach.
Nov 25, 20253 min read


How AI Is Transforming Insurance & Risk Management: Panos Leledakis on Revolutionizing the Industry
On this episode of Pathways e3, Panos Leledakis shares how technology transformed his career and life, highlighting the rapid evolution of AI in financial services. He discusses global adoption trends, the need for ethical and compliant AI usage, and how advisors can leverage new tools to enhance client relationships. Tune in for insightful strategies to stay ahead, adapt, and thrive in a fast-changing industry.
Nov 18, 20253 min read


Bringing Insurance & Wealth Management Together: NAIFA e3's Vision with Jason Foster
At the NAIFA e3 conference, Amber Stitt and Jason Foster explore the power of collaboration between insurance and wealth management professionals. They discuss the evolution of the e3 brand—Empower, Engage, Explore—and how networking and learning from others can create lasting impact and significance in your career. Tune in for actionable tips and an inside look at industry leadership.
Nov 11, 20253 min read


Building a Lasting Legacy: Succession & Mentorship in Financial Services with Shane Westhoelter
On this special edition of Pathways e3, Shane Westhoelter shares how a heartfelt experience delivering a $10,000 insurance check changed his view on legacy, dignity, and the power of their profession. Shane and Amber Stitt discuss why legacy planning is evolving, why mentorship and bringing new talent into the industry matter, and how building a meaningful legacy outranks just building wealth.
Nov 4, 20253 min read
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