29 episodes

Today’s financial professionals have so much on their plates. From clients to HR, operations, marketing and so on – how can anyone effectively balance it all? The Big Picture Advisor is a modern take on connecting financial professionals to industry specialists, as well as other successful advisors to share best practices, insights and new ways to grow in this instant-gratification economy we now live in. Join us to hear “From the desk of” rotating guests, including industry specialists, motivational speakers, executives and thought leaders.

The Big Picture Advisor Lincoln Financial Network

    • Business

Today’s financial professionals have so much on their plates. From clients to HR, operations, marketing and so on – how can anyone effectively balance it all? The Big Picture Advisor is a modern take on connecting financial professionals to industry specialists, as well as other successful advisors to share best practices, insights and new ways to grow in this instant-gratification economy we now live in. Join us to hear “From the desk of” rotating guests, including industry specialists, motivational speakers, executives and thought leaders.

    28. Special episode: Insights from the next generation

    28. Special episode: Insights from the next generation

    THE FUTURE OF ADVICE

    Four financial professionals share their "why" for entering the business and how they're positioning themselves for success. 

    CRN-3880910-102221

    • 38 min
    27. From the desk of: John McCarthy, Partner and Financial Planner at Heritage Financial Consultants

    27. From the desk of: John McCarthy, Partner and Financial Planner at Heritage Financial Consultants

    THE ART OF OBJECTIVE LISTENING
     
    John explains the psychological complexities of the client and financial professional relationship.

    CRN-3768722-091721

    • 36 min
    26. From the desk of: Ann Clurman, Head of Generational Research at Kantar

    26. From the desk of: Ann Clurman, Head of Generational Research at Kantar

    DECIPHERING MILLENNIALS 
     
    Ann offers tips to address their unique needs and how to meet their expectations. 

    CRN-3480081-030521

    • 35 min
    25.From the desk of: Karen DeRose, President and Managing Partner of DeRose Financial Planning Group

    25.From the desk of: Karen DeRose, President and Managing Partner of DeRose Financial Planning Group

    LIFE HAPPENS...PLAN FOR IT

    Karen shares her philosophy for working with clients, building her business and the life lessons that helped her become one of Lincoln’s top financial professionals. CRN-3605722-052521

    • 30 min
    24. From the desk of: Todd Fithian, Co-Founder and CEO of The Legacy Companies

    24. From the desk of: Todd Fithian, Co-Founder and CEO of The Legacy Companies

    TAPPING INTO THE HNW MARKET

    Todd shares how financial professionals can connect with, convert and retain high-net-worth clients. CRN-3494440-031621

    • 29 min
    23. From the desk of: Lisa Graham and Sarah Weddle, Co-Founder and VP of Graham Media Partners

    23. From the desk of: Lisa Graham and Sarah Weddle, Co-Founder and VP of Graham Media Partners

    MARKETING IS EVERYTHING

    Lisa and Sarah emphasize the power of marketing and why it should be a foundational priority for every organization. CRN 3488968-031121

    • 27 min

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