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The Big Reveal, hosted by Suzanne Siracuse, in partnership with Envestnet
The Big Reveal, hosted by Suzanne Siracuse, in partnership with Envestnet episodes
- Tyrone Ross Jr.: How He Is Using His Leadership Platform to Educate, Inspire and Provide a Voice for the Voiceless
In the Season Two Finale, the OnRamp Invest CEO discusses why advisors need to get educated on cryptoassets in order to truly act in their clients’ best interest, a fun and effective way on how to engage in the discussion with them, and his top tips on delivering a killer on-camera interview.
But he also shares some very personal thoughts around the many moments that have significantly influenced him and his journey including, the statement , “They’ll never do business with you” and how being an Olympic track and field hopeful almost cost him his life.
Plus, a Big Reveal that is all about feeding hungry children…www.nokidhungry.org
In honor of Giving Tuesday, consider making a donation.
42 min - Samantha Russell: Her Top Tips for Advisors on all things Digital Marketing!In this episode, the social media star shares why not having a well thought out website is like showing up in pajamas to a meeting, how being authentic and embracing the real you is critical for effective marketing, what her essential components are for an impactful social media strategy and whether you should or should not have a “face” of your brand. Plus, a Big Reveal that is sure to surprise… and inspire.44 min
- Carolyn McClanahan: What influenced this medical doctor to become a financial planner, how health and wealth are linked and tips for having tough conversations with your clients
In this episode, Carolyn shares how being a medical doctor influenced her decision to operate a holistic based and flat fee practice, and why healthcare costs, end of life planning and elder fraud are essential topics advisors should be discussing with their clients TODAY. Plus her lists of “promises” to her clients and how it leads to a JOYFUL practice.
41 min - James Poer: The Importance of Firm Culture, Hiring and Retaining the Best People, also is Private Equity a Friend or Foe?
In this episode, the Kestra Holdings CEO shares his critical components essential to achieving a successful and positive firm culture, his advice to anyone looking to buy or sell their practice and his thoughts on whether private equity investment is good for advisors long term! Plus, what is the one question he asks EVERYONE he interviews… and where you may find him during his downtime!
42 min - Dani Fava: Her candid take on game-changing trends, the Importance of Inclusion, and how her DAUGHTER influenced her career in fintech!
In this episode, Dani shares several ways firms can approach inclusion, where AI will provide the biggest assist for advisors, and why Embedded Finance is the next big thing! AND how a panel with ME lead her to Envestnet. Plus, Dani’s VERY SURPRISING BIG REVEAL….
40 min - Stephanie Bogan: Lessons Learned from a Successful Deal, Her Obsession with Mindset and what drove her to “Unretire”!
In this episode, the “queen of practice management” shares why MINDSET is the biggest factor that contributes to success, how advisors can differentiate their offering and why when your vision is clear, your decisions are easy! Plus, her very personal BIG REVEAL, that will surprise you.
40 min - Carl Richards: Defining Advice, Defending “the PLAN” , Imposter Syndrome and everything in between!
In this episode, the NYT’s “Sketch Guy “ shares his best advice for those providing advice, why our industry needs to stop selling certainty, how to reposition financial advice to your current and future clients and where creative thinking fits into an advisor’s workflow! Plus, which of his famous sketches was the most popular and how does it tie into his BIG REVEAL!
51 min - Drew Propson: Head of Technology and Innovation in Financial Services at the World Economic Forum
In this episode, Drew provides her global perspective on how technology is shaping the future of wealth management, which tech driven solutions have been overhyped, and which are underrated! She also demystifies all things AI, explains why she thinks it will have the biggest impact on the financial planning process and shares how technology will keep us all “client obsessed” for years to come. And you’ll be surprised at this uber educated researcher’s BIG REVEAL!
41 min - Joel Bruckenstein and Bob Veres: From WealthTech’s effect on Advice to Survival of the “Most Authentic”
In this episode, The industry legends share top insights and learnings from their recently released Technology Survey and how they impact industry trends overall, provide guidance to advisors of all sizes on how to best evaluate tech tools and software, and discuss what important traits the Financial Advisor of the Future must have to survive. You’ll also hear not one… but TWO Big Reveals in this episode.
40 min - Ron Carson: Why the RIA GIANT is placing his bets on Data, AI and AQ
In this episode, Ron provides his thoughts on what advisors absolutely need to be thinking about regarding the tech stack of the future, how specialized planning tools are allowing advisors to anticipate a client's needs even before they do, and why you need a high AQ (adaptability quotient) to be successful in the future. Ron also discusses his vision for his completed 200,000 sq ft headquarters and a heartfelt and deeply personal BIG REVEAL.
35 min
About The Big Reveal, hosted by Suzanne Siracuse, in partnership with Envestnet
From the publisher's feed
Suzanne Siracuse asks the questions nobody else asks, as expert guest and expert interviewer collide in her new and truly unique podcast series The Big Reveal. Get an exclusive view into the human…
side of some of the financial services industry influencers and thought leaders and listen and learn as they discuss the latest news and industry trends and at the end, find out why the series is called, The Big Reveal.