The Big Picture Advisor

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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 speci


    • Nov 1, 2021 LATEST EPISODE
    • infrequent NEW EPISODES
    • 28m AVG DURATION
    • 29 EPISODES


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    Latest episodes from The Big Picture Advisor

    28. Special episode: Insights from the next generation

    Play Episode Listen Later Nov 1, 2021 38:01


    THE FUTURE OF ADVICEFour financial professionals share their "why" for entering the business and how they're positioning themselves for success. CRN-3880910-102221

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

    Play Episode Listen Later Sep 27, 2021 36:33


    THE ART OF OBJECTIVE LISTENING John explains the psychological complexities of the client and financial professional relationship.CRN-3768722-091721

    partner consultants heritage desk financial planners john mccarthy crn
    26. From the desk of: Ann Clurman, Head of Generational Research at Kantar

    Play Episode Listen Later Aug 3, 2021 35:49


    DECIPHERING MILLENNIALS  Ann offers tips to address their unique needs and how to meet their expectations. CRN-3480081-030521

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

    Play Episode Listen Later Jul 7, 2021 30:47


    LIFE HAPPENS...PLAN FOR ITKaren 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

    managing partners financial planning desk life happens crn derose
    24. From the desk of: Todd Fithian, Co-Founder and CEO of The Legacy Companies

    Play Episode Listen Later May 26, 2021 29:29


    TAPPING INTO THE HNW MARKETTodd shares how financial professionals can connect with, convert and retain high-net-worth clients. CRN-3494440-031621

    co founders companies desk crn fithian
    23. From the desk of: Lisa Graham and Sarah Weddle, Co-Founder and VP of Graham Media Partners

    Play Episode Listen Later May 16, 2021 27:48


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

    media co founders partners desk weddle lisa graham
    22. From the desk of: Ellen Rogin, CPA, CFP, thought leader and best-selling author

    Play Episode Listen Later Apr 23, 2021 27:49


    Finding your superpowerEllen shares what it takes to stand out as a financial professional in today's world. CRN 3477659-030321

    bestselling best selling authors desk thought leaders crn ellen rogin
    21. From the desk of: Elizabeth Liechty, Partner at Charter Financial Group

    Play Episode Listen Later Mar 26, 2021 21:41


    Paving the wayIn honor of Women's History Month, Elizabeth candidly shares her experiences as a woman in the financial services industry and what she's learned on her journey. CRN 3480068-030521

    women partner desk charter paving financial group crn wayin
    20. From the desk of: Jon Elfin, Partner at Open Advisors

    Play Episode Listen Later Mar 14, 2021 28:27


    Planning for special needsJon shares his personal story and offers his perspective on how to navigate the special needs planning landscape. CRN 3421793-012521Read more in Jon's blog post

    planning partner advisors desk el fin crn
    19. From the desk of: David Fisher, professional speaker, best-selling author, LinkedIn influencer

    Play Episode Listen Later Feb 16, 2021 31:00


    Networking is a mindsetDavid explains how financial professionals can practice mindfulness to drive business growth and offers tips for networking virtually. CRN 3374725-121720

    influencers networking bestselling best selling authors desk professional speakers crn david fisher
    18. From the desk of: Tim Seifert, SVP and Head of Annuity Sales at Lincoln Financial Distributors

    Play Episode Listen Later Jan 24, 2021 38:24


    Empathize, listen and askTim encourages financial professionals to practice empathy with clients and go after the greenlight moments. CRN 3366121-121020

    head sales desk annuity distributors seifert empathize crn lincoln financial
    17. From the desk of: Scott Stratten, Founder of UnMarketing and award-winning keynote speaker

    Play Episode Listen Later Jan 4, 2021 37:03


    Stop marketing and start engagingScott dives into the power of authenticity and community to build relationships in today's digital world. CRN 3316753-110420

    founders award winning keynote speakers desk crn scott stratten unmarketing
    16. From the desk of: Brian Gracie, Founder and Managing Partner of Heritage Financial Consultants

    Play Episode Listen Later Dec 10, 2020 29:21


    Giving back with purposeBrian Gracie, CLU®, ChFC®, REBC® explains the power of purposeful wealth sharing. CRN 3334527-111720

    founders giving financial consultants heritage managing partners desk clu chfc crn
    15. From the desk of: Eric Bailey, founder and CEO of Bailey Wealth Advisors

    Play Episode Listen Later Nov 16, 2020 27:04


    Opportunities to close the wealth gap in non-traditional marketsEric discusses trends and opportunities that are shifting conversations in the financial services industry today. CRN 3289840-101920

    founders opportunities desk wealth advisors crn eric bailey
    14. From the desk of: LFN Investment Strategy Group

    Play Episode Listen Later Oct 5, 2020 14:03


    Markets in an election yearTim Johnson, John Schatz and Wiley Moody remind financial professionals that politics do not drive economics. CRN 3242402-091520

    markets desk investment strategies crn strategy group
    13. From the desk of: Jay Baer, Inspirational Marketing and Customer Experience Keynote Speaker

    Play Episode Listen Later Sep 14, 2020 26:26


    Brand is everythingJay shares three strategies to create meaningful client conversations and drive brand loyalty. CRN 2940636-020520Read more in Jay's blog post

    marketing brand inspirational customer experience keynote speakers desk jay baer crn
    12. From the desk of: Erika Whyte, AVP of Diversity & Inclusion at Lincoln Financial Group

    Play Episode Listen Later Aug 23, 2020 40:03


    Be an agent of changeErika Whyte explains the importance of education, awareness of bias, and conversation to inspire action. CRN 3168338-072020Read more in Erika's blog post

    diversity inclusion desk whyte crn lincoln financial group
    11. From the desk of: Laura Stack, Productivity Pro

    Play Episode Listen Later Aug 3, 2020 32:42


    Cutting through the noiseLaura challenges financial professionals to rethink the concept of multitasking and unlearn bad habits to stay focused. CRN 2949643-021220

    productivity cutting desk crn laura stack
    10. From the desk of: Angela Ribuffo, President & Financial Advisor at Raion Financial Strategies

    Play Episode Listen Later Jul 20, 2020 22:26


    Finding your personal intentionAngie shares her heartfelt story of authenticity and overcoming professional and personal obstacles as a woman in the financial services industry. CRN 3121811-061020

    strategy financial advisors desk financial strategies crn
    9. From the desk of: Peter Sheahan, innovative business thinker and thought-leader

    Play Episode Listen Later Jun 19, 2020 34:32


    Accelerate growth by embracing change5 aspiring traits for financial professionals. CRN 3117519-060820Read more in Peter's blog post

    innovative accelerate desk thought leaders thinker crn peter sheahan
    8. From the desk of: Rob Miller, Managing Principal at Frontier Asset Management

    Play Episode Listen Later May 30, 2020 32:36


    Bringing clarity to clients' financesRob discusses how to communicate and build trust by speaking to clients in terms they understand and avoiding industry jargon. CRN 3055150-042220

    frontier desk asset management managing principal crn rob miller
    7. From the desk of: Jim Martin, D4D Strategic Consulting & Logan Waters, Waters Wealth

    Play Episode Listen Later May 9, 2020 25:20


    Planning for a successful successionJim and Logan share their recent succession stories and lessons learned in the process. CRN 2973334-022820Read more in James and Logan's blog post

    planning wealth waters desk jim martin crn strategic consulting
    6. From the desk of: Caragh Fahy, Owner and President of Madison Financial Planning Group

    Play Episode Listen Later Apr 18, 2020 30:04


    How to adapt to the new normalCaragh shares her professional and personal perspective on embracing the new normal. CRN 3036265-040920

    owner financial planning desk crn fahy caragh
    5. From the desk of: Jay Baer, Inspirational Marketing & Customer Exp. Keynote Speaker

    Play Episode Listen Later Mar 28, 2020 25:06


    Client experience is your only differentiatorGiven the recent market uncertainty, client attention matters more than ever. CRN 3006917-032320Read more in Jay's blog post

    marketing clients inspirational keynote speakers desk jay baer crn
    4. From the desk of: Bob Appel, Vice President of National Design/Advanced Planning

    Play Episode Listen Later Mar 14, 2020 21:09


    Tax season: a holistic outlookTune in to this bonus episode to find out what's most important to consider this tax season. CRN 2974310-022820

    design vice president national tax desk appel crn advanced planning
    3. From the desk of: Peter Sheahan, Innovative Business Thinker and Thought Leader

    Play Episode Listen Later Mar 5, 2020 32:17


    The art of saying yes and no to growPeter Sheahan discusses self-imposed limitations to advisor growth and how to overcome them. CRN 2971047-022720Read more in Peter's blog post

    innovative desk thought leaders thinker crn peter sheahan
    2. From the desk of: Dustin Garis, Chief Troublemaker

    Play Episode Listen Later Feb 13, 2020 25:04


    Redefining modern wealthDustin Garis encourages financial professionals to embrace the concept of life profit in order to live a more memorable life. CRN 2936467-020420Read more in Dustin's blog post

    redefining desk garis crn chief troublemaker
    1. From the desk of: Laura Stack, Productivity Pro

    Play Episode Listen Later Jan 13, 2020 28:16


    Finding the right work-life balanceLaura Stack discusses how increasing productivity can help advisors focus their activities on high-value tasks that will drive maximum value to their businesses. CRN 2897594-010820Read more in Laura's blog post

    productivity desk crn laura stack
    0. Coming Soon: The Big Picture Advisor Podcast

    Play Episode Listen Later Dec 27, 2019 0:48


    Being a financial advisor means keeping up with the latest market trends, sales techniques and practice management tips to stay ahead of the game. But you're often simply too busy to attend a workshop or read a lengthy book. That's why LFN is excited to debut The Big Picture Advisor podcast the week of January 27. New episodes will be available every three weeks, featuring experts on the client experience, scaling for growth, advisor best practices and more.

    coming soon advisor big picture

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