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

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.  

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.

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.  

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!

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….

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.

  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!    

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!

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.

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.

In this episode, Jamie shares how he leverages his past experiences 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!

In the Season 2 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.

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.

In this episode, Neesha Hathi, executive vice president and chief digital officer at Charles Schwab, discusses recent acquisitions and building the platform of the future. She also 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.

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. The roundtable includes Bruce Kelly - Senior columnist with InvestmentNews, Evan Simonoff - Co-founder and editorial director of Financial Advisor magazine and Brooke Southall - Founder and reporter at RIABiz

“What have you done for me lately?” Michael Kitces explores how the question that drives financial advisorship also makes for better financial media. Plus, the crisis of confidence and the truth about defining success as a wealth management advisor.

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 setting goals and defining success as a woman in the industry.

President and CEO of The American College of Financial Services, George Nichols, reflects on a life and career full of firsts, looks forward to the future of women in the wealth management industry, and gets candid on what the industry can do to address racial inequality in America.

Suzanne Siracuse asks the questions nobody else asks, as influencers and 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.

Suzanne Siracuse asks the questions nobody else asks, as influencers and 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.