The Big Reveal

The
Big
Reveal
Podcast Series
Hosted by
Suzanne
Siracuse
In Partnership with
Season 2 of The Big Reveal
The second season features new personalities and opinions from across the industry. Follow along as Suzanne provides exclusive insights from some of the financial industry's biggest influencers and thought leaders.
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Season 2 Podcasts
Podcast
Her Top Tips for Advisors on all things Digital Marketing!
Guest:
Samantha Russell
Chief Evangelist at FMG Suite & Twenty Over Ten
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.


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Podcast
What Influenced This M.D. To Become a CFP, How Health & Wealth Are Linked and Tips for Tough Conversations
Guest:
Carolyn McClanahan M.D., CFP®
Founder of Life Planning Partners, Inc.
In this episode, Carolyn shares how being a medical doctor influenced her decision to operate a holistic based and flat fee practice, and why health care 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.


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Podcast
The Importance of Firm Culture, Hiring and Retaining the Best People, also is Private Equity a Friend or Foe?
Guest:
James Poer
President & CEO at Kestra Financial
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!


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Podcast
Her candid take on game-changing Trends, the Importance of Inclusion, and how her DAUGHTER influenced her career in fintech!
Guest:
Dani Fava
Head of Strategic Development at Envestnet/ Advisory Board Member Onramp Invest & Cordelia Capital
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...


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Podcast
Lessons Learned From a Successful Deal, Her Obsession With Mindset and What Drove Her to “Unretire”!
Guest:
Stephanie Bogan
Founder, Chief Possibility Officer at Limitless Adviser Coaching | Division of Educe Inc.
In this episode, the “queen of practice management” shares why MINDSET is one of the biggest factors that contribute 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 will surprise you.


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Podcast
Her Unorthodox Career Path From Def Jam Records to leading Nationwide’s Retirement Institute
Guest:
Kristi Rodriguez
Vice President, Nationwide Retirement Institute®
In the Season Two 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.


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Podcast
Life lessons, Leading with Technology, and His Ah-Ha Moment
Guest:
Jamie Price
President & CEO at Advisor Group
In this episode, Jamie shares how he leverages his learnings from a tech start up in the healthcare space 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.


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Podcast
Why the RIA GIANT is placing his bets on Data, AI and AQ
Guest:
Ron Carson
CEO & Chairman of Carson Group
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.


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Podcast
From WealthTech’s effect on Advice to Survival of the “Most Authentic”
Guests:
Bob Veres
Owner & Commentator at Inside Information

Joel Bruckenstein
President of T3 Technology Tools for Today & Producer of Annual T3 Survey & Advisor Conference
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.


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Podcast
Head of Technology and Innovation in Financial Services at the World Economic Forum
Guests:
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!


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Podcast
Defining Advice, Defending “the PLAN,” Imposter Syndrome and Everything in Between!
Guests:
Carl Richards CFP®
New York Times Columnist, Financial Planner, and Creator of the Behavior Gap

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!


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Season 1 Podcasts
Check out our episodes from season one of The Big Reveal.
Podcast
From a Card Table in SOHO to CEO
Guest:
Bill Crager
Chief Executive Officer at Envestnet, Inc
In the kick-off episode of The Big Reveal, Suzanne chats with Envestnet CEO Bill Crager about the industry, personal tragedy, and tips on growing a dream into a successful reality—plus, what he’d be doing if Envestnet never got off the ground.


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Podcast
A Man with a Plan to Address Inequality
Guest:
George Nichols III
President and CEO at The American College of Financial Services
In this episode, George Nichols III, President and CEO of The American College, reflects on a life and career full of firsts, looks forward to a future with more women in the wealth management industry, and gets candid on what the industry can do to address racial inequality in America.


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Podcast
The Social Media Guru Reflects on Her Career, the Hearsay-Salesforce Deal and Achieving Balance
Guest:
Clara Shih
Co-founder and Executive Chairperson at Hearsay Systems
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 other women in the financial services industry on setting goals and defining success.


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Podcast
From Fees, Trust and the Media to Why he Wears a Blue Shirt
Guest:
Michael Kitces
Head of Planning Strategy at Buckingham Wealth Partners
In this episode, Kitces gets candid on WHY advisors trust in him, the importance of charging fees and what factors influence him most when deciding to invest in a new venture. Bonus: find out why he always wears a blue shirt!


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Podcast
Turning the Tables on the Industry’s Top Journalists
Guest:
Brooke Southall
Founder & Reporter at RiaBiz
Bruce Kelly
Senior Columnist with Investment News
Evan Simonoff
Co-founder and Editorial Director of Financial Advisor Magazine
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.


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Podcast
From Acquisitions and Digital Advice to Risk Taking and Finding your Confidence
Guest:
Neesha Hathi
Chief Digital Officer, Executive Vice President at Charles Schwab
In this episode, Neesha discusses recent acquisitions, building the platform of the future, 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.


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Podcast
Taxes, China, a Biden Presidency: What It Means to Advisors and Investors
Guest:
Mark Wiedman
Senior Managing Director, Head of International and Corporate Strategy; Global Executive Committee Member at BlackRock
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.


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