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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.
Dec 30, 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


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


Focus On Marketing: Revealing the Power of Branding with Kim Rozdeba
Kim shares his expertise on the "5 C's of Branding" and highlights the importance of understanding the "Why" behind your brand.
Mar 19, 20243 min read
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