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Today, I’m thrilled to welcome two powerhouse leaders in financial services and events: Dan Rubinetti and Shannon Rosic of Informa. If you’ve spent any time in the wealth management industry, you know their names are synonymous with top-tier industry conferences, innovative programming, and—most importantly—community building.

Dan Rubinetti, who helped launch Edge just four years ago, has been a driving force in transforming WealthManagement.com’s approach to advisor-centric events. He’s championed the creation of best-in-class experiences that focus on peer-to-peer learning, actionable content, and technology-driven solutions for RIAs and senior leaders. With a keen eye for what resonates in the industry, Dan has played a pivotal role in building Edge’s reputation as one of the can’t-miss events on the annual calendar—now moving to the breathtaking Boca Raton Resort in June!

Alongside Dan is Shannon Rosic, a tech-savvy leader and respected industry voice, known for curating wildly successful educational tracks and superstar speaker lineups. Shannon’s ability to translate feedback from advisors and sponsors into real, tangible improvements is the secret sauce behind Edge’s “choose your own adventure” conference model. Whether you’re into investments, tech demos, or RIA practice management, Shannon ensures there’s something for everyone.

But that’s just the beginning.

In today’s episode, we dive behind the scenes of Edge’s evolution—how attendee-driven feedback, bold new partnerships, and a relentless focus on community have set a new standard for industry events. We talk about the future of advisor learning, the importance of next-gen mentorship, and the rise of women in wealth management. You’ll also hear about exciting new features: roundtables, allocate meetings with AI-powered connections, and keynote speakers who embody leadership and resilience—including former NFL quarterback Alex Smith.

Plus, Dan and Shannon share candid tips on thriving in high-stress environments, the power of collaboration, and how Informa is opening doors for advisors of all backgrounds to find their tribe, invest in their growth, and shape the industry’s future.

Get ready for a high-energy, insightful, and heartfelt conversation with two of wealth management’s most innovative event leaders—right here, In The Suite.

🔗 Links & Resources
Dan Rubinetti LinkedIn
Shannon Rosic LinkedIn
Wealth Management EDGE - June 10 - 12, 2025 in Boca Raton, FL

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📧 Want to get in touch? Email me at tina@growintentionally.com

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Today, I’m thrilled to welcome Vickie Lewin, Chief Growth Officer at Amplify, a fast-growing wealthtech platform purpose-built to simplify operations and accelerate growth for wealth management firms. Amplify’s unified, all-in-one technology is helping RIAs and enterprises streamline their tech stacks, reduce inefficiencies, and scale smarter—all while focusing on what matters most: serving clients.

Since joining Amplify, Vickie has been instrumental in driving the firm’s strategic direction, overseeing a high-performing team of sales and marketing professionals, and bringing Amplify’s value proposition to life across the industry. She’s a dynamic leader whose impact can be seen in every corner of the organization—from product development to market expansion.

Before Amplify, Vickie served as Senior Vice President and Chief Success Officer at AssetMark, where she played a critical role in the company’s meteoric rise from a $1 billion TAMP to a $100+ billion industry giant. With more than 30 years of experience spanning financial services, fintech, and asset management, Vickie brings a unique blend of insight, innovation, and execution to everything she does​.

But that’s just the beginning.

In today’s episode, we explore Vickie’s journey from her early days in the industry to her current role helping firms future-proof their businesses through smart, scalable technology. We talk about the forces shaping the future of wealthtech, what advisors can do to stay competitive, and how to navigate growth during times of rapid change and consolidation. Vickie also shares powerful reflections on leadership, mentorship, and what it really takes to succeed in today’s evolving financial landscape—especially as a woman in the C-suite.

Get ready for a thoughtful, empowering, and forward-looking conversation with one of fintech’s most respected voices—right here, In The Suite.

🎧 In this episode, you’ll hear:

• The vision behind Amplify and how it’s redefining operations for wealth management firms
• Key lessons from helping scale one of the largest TAMPs in the country
• Vickie’s insights on the future of wealthtech—from AI to advisor enablement
• Advice for breakaway advisors navigating independence and fee compression
• Her perspective on RIA consolidation and how technology can be a powerful differentiator
• Real talk on advancing women in finance and the importance of mentorship and leadership
  
  

🔗 Links & Resources

• Vickie Lewin on LinkedIn
• Amplify Website
• Amplify on LinkedIn
• In The Suite on Apple
• In The Suite on Spotify
• Host Tina Powell on LinkedIn

🤩 Thanks for listening, we appreciate your support and 5-star reviews of our show!!!

❤️ Please follow us on Instagram https://www.instagram.com/inthesuitepod/

📧 Want to get in touch? Email me at tina@growintentionally.com

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In this debut episode of the Don’t Do That podcast, host Kelly Waltrich—CEO and Co-Founder of Intention.ly—sits down with her friend, partner, and colleague Tina Powell for a candid, behind-the-scenes conversation about building businesses, leading with heart, and the hard-won lessons that fuel long-term growth.

Kelly shares how her unconventional path—from selling to her grandmother as a kid to running marketing at two of fintech’s fastest-growing firms—shaped her vision for Intention.ly. She opens up about why she launched this podcast, what it means to be a founder, and how she's challenging the traditional agency model by delivering strategy-first, results-driven marketing solutions that actually move the needle.

Together, Kelly and Tina explore the evolving role of CMOs, the power of team culture, and what it takes to grow in an industry that’s always changing. From the launch of Advisor Brand Builder to her personal “Do Not” list that’s guided every career move, Kelly gets real about what it takes to build something meaningful—and what to walk away from when it no longer serves you.

🎧 Tune in for an honest, high-impact conversation about growth, grit, and what we’re not doing in 2025.

💡 Key Topics Covered:

✔️ Why the best marketing starts with strategy and ends with revenue
✔️ The story behind Intention.ly and how it’s redefining what agencies can be
✔️ The launch of Advisor Brand Builder and the gap it fills in the RIA space
✔️ The importance of team culture, leadership, and hiring people you’d grab drinks with
✔️ Kelly’s “Do Not” list and how boundaries have shaped her personal and professional path
✔️ Why real stories—and real vulnerability—are the heart of Don’t Do That

🔗 Connect with Us:
📌 Follow Tina Powell on LinkedIn
📌 Follow Kelly Waltrich on LinkedIn
📌 Learn more about Intention.ly
📌 Discover Advisor Brand Builder
📌 Subscribe to Don’t Do That wherever you get your podcasts

🤩 Thanks for listening, we appreciate your support and 5-star reviews of our show!!!

❤️ Please follow us on Instagram https://www.instagram.com/inthesuitepod/

📧 Want to get in touch? Email me at tina@growintentionally.com