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Focused on the Future: Tyrone Ross on What It Will Take To Serve the Client of the FutureFocused on the Future: Tyrone Ross on What It Will Take To Serve the Client of the Future

The CEO and founder of Turnqey Labs provides advice on creating a firm culture that embraces inclusivity.

Suzanne Siracuse, CEO

June 7, 2023

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In the latest episode of the new podcast series, Focused on the Future, veteran industry leader Suzanne Siracuse talks with Tyrone Ross, the CEO and co-founder of Turnqey Labs, about what it will take to best serve the client of the future, the importance of firm culture and why he still believes in crypto!  

Specifically, Tyrone discusses:

  • What the client of the future is going to want in a financial advisor 

  • Why the words “wealth management” may exclude an entire group of investors.

  • Which industry firms have him “excited” 

  • Why he is still bullish on crypto.

  • His advice on creating a culture that embraces inclusivity.

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Connect With Tyrone:

About Our Guest:

Tyrone Ross is the CEO and co-founder of Turnqey Labs, Inc. and president and founder of 401 Financial, a registered investment advisor. Formerly as the CEO and co-founder of Onramp Invest he raised $7 million in venture capital from Gemini’s Frontier Fund, Coinbase Ventures, SoftBank’s Opportunity Fund and others. He has been recognized by Investment News 40 under 40 (2019), and WealthManagement.com as a top 10 advisor set to change the industry in 2019. FinancialPlanning.com named him as one of 20 people who will change wealth management in 2020. He was recently named as Investopedia’s Top 100 financial advisors, Think Advisor’s 2021 IA25: VIP’s Pushing Advisors Forward, and most recently acknowledged as one of Barron’s 10 people to watch in wealth management in 2022.

Listen to the Focused on the Future Podcast series

About the Author

Suzanne Siracuse

CEO, Suzanne Siracuse Consulting Services

https://www.suzannesiracuse.com/

Suzanne Siracuse, Founder and CEO of Suzanne Siracuse Consulting, LLC, specializes in advising financial services firms on innovative business strategies, distinctive marketing programs and impactful advocacy initiatives around diversity, financial literacy, and next gen talent.

Ms Siracuse is also the Creator and Host of The Big Reveal Podcast Series and the Creator and Host of The Focused on the Future Podcast Series.

Ms Siracuse is a founding member of the Invent Elite consulting consortium, which focuses on developing, launching, branding and operationally supporting broad based technology initiatives for financial services firms.

In addition, Ms. Siracuse is on the Board for the non-profit, Savvy Ladies, is an Independent Board member for ASYMmetric ETF’s, is a member of the Council of Ambassadors for the IWI’s Thrive Center for Diversity and Inclusion, is an Advisory Board member of Diversitas and is an advisory board member of the American College’s Center for Women.

In Nov 2020, Ms. Siracuse was recognized by InvestmentNews with the Women to Watch “Trailblazer” award for her commitment to DEI initiatives within the financial services industry and in November 2022 was honored as a Think Advisor Luminary for her contributions on Diversity Equity and Inclusion in the wealth management industry.

Prior to starting her own firm, Ms Siracuse was the CEO and Publisher of InvestmentNews.