The Big Reveal, hosted by Suzanne Siracuse, in partnership with Envestnet

In this episode, Jamie shares how he leverages his past experiences in leading Advisor Group today, the importance of embracing your inner creative and why he’s investing so much into top talent and technology to ensure his advisors are set up for success in the future.  And you won’t want to miss his surprising Big Reveal!

In the Season 2 opener, in addition to sharing her amazing career journey, Kristi discusses the many tools and resources now available to assist advisors in their holistic approach to planning with their clients as well as how they can attract the untapped market of new digital investors. She also shares some staggering statistics on why the financial advice industry is not drawing in top diverse talent and what her new FARE initiative is doing to change that.

BlacRock's Mark Wiedman caps off season one of The Big Reveal Podcast Series with truly interesting insight into taking advantage of market swings, how he's handled the new normal, and his current views on the market.

In this episode, Neesha Hathi, executive vice president and chief digital officer at Charles Schwab, discusses recent acquisitions and building the platform of the future. She also predicts future industry trends and gives advice for other professionals balancing work and motherhood. To cap it all off, she reveals a particularly “big” Big Reveal.

In this episode, Suzanne hosts a roundtable discussion with some of the industry’s top editors and reporters. Bruce, Evan, and Brooke chat about how they got to where they are today, what they’d be doing if they never found journalism, and more. Plus, not one but three Big Reveals.

The roundtable includes Bruce Kelly - Senior columnist with InvestmentNews, Evan Simonoff - Co-founder and editorial director of Financial Advisor magazine and Brooke Southall - Founder and reporter at RIABiz

“What have you done for me lately?” Michael Kitces explores how the question that drives financial advisorship also makes for better financial media. Plus, the crisis of confidence and the truth about defining success as a wealth management advisor.

In this episode, Clara tells us how she helped blaze the trail for social media’s marriage to financial services—and why she decided to take a break. Plus, advice for setting goals and defining success as a woman in the industry.

President and CEO of The American College of Financial Services, George Nichols, reflects on a life and career full of firsts, looks forward to the future of women in the wealth management industry, and gets candid on what the industry can do to address racial inequality in America.

Suzanne Siracuse asks the questions nobody else asks, as influencers and 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.

Suzanne Siracuse asks the questions nobody else asks, as influencers and 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.