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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


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
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