20 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.

    Tyrone Ross Jr.: How He Is Using His Leadership Platform to Educate, Inspire and Provide a Voice for the Voiceless

    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.
     

    • 41 min
    Samantha Russell: TBD

    Samantha Russell: TBD

    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.

    • 43 min
    TBD

    TBD

    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.
     

    • 40 min
    James Poer: The Importance of Firm Culture, Hiring and Retaining the Best People, also is Private Equity a Friend or Foe?

    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!

    • 41 min
    Dani Fava: Her candid take on game-changing Trends, the Importance of Inclusion, and how her DAUGHTER influenced her career in fintech!

    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….

    • 39 min
    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 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.

    • 39 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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