15 episodes

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.

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

    • Business
    • 5.0 • 9 Ratings

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.

    Stephanie Bogan: Lessons Learned from a Successful Deal, Her Obsession with Mindset and what drove her to “Unretire”!

    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 MINDET is the biggest factor that contributors 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.

    • 39 min
    Carl Richards: Defining Advice, Defending “the PLAN” , Imposter Syndrome and everything in between!

    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!

    • 50 min
    Drew Propson: Head of Technology and Innovation in Financial Services at the World Economic Forum

    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!

    • 40 min
    Joel Bruckenstein and Bob Veres: From WealthTech’s effect on Advice to Survival of the “Most Authentic”

    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.

    • 39 min
    Ron Carson: Why the RIA GIANT is placing his bets on Data, AI and AQ

    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 office park and a heartfelt and deeply personal BIG REVEAL.

    • 34 min
    Jamie Price: How his experience at 1800 DOCTORS gave him his "Aha!" moment

    Jamie Price: How his experience at 1800 DOCTORS gave him his "Aha!" moment

    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.

    • 35 min

Customer Reviews

5.0 out of 5
9 Ratings

9 Ratings

scrappyhez ,

Fabulous!

This is typical Suzanne style- insightful, good takeaways and uncovering new angles and inspiring thoughts.

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