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.
Libby Greiwe
David DeCelle
Ultimate Advisor
Brad Swineheart
Brad Johnson
Chip Munn
emergingadvisor
Steve Sanduski
Dan Cuprill, CFP
Duncan MacPherson
Jonathan Kuttin
Bridging The Gap
James Pollard
Ken Unger
Advisor Group
Francois du Toit
Impact Communications, Inc.
Reese Harper, CFP®
Mike Terrio
Clarity 2 Prosperity
Oechsli
Jaime Malm
Adam Holt and Derek Notman
Joseph Lukacs
Paul Kingsman
Michael Kitces
Alan Moore and Michael Kitces
Kim Butler and Tammi Brannan
John Anderson and Heather Wilson
Kate Holmes
Brendan Frazier
Robyn Crane
Shelby Jo
PracticeLab podcast
Drew Stotler
John Anderson and Heather Wilson
Pete Bush
Esther Littlefield
MassMutual Eastern Pennsylvania
The Evolving Advisor Podcast
Altruist
Michael DeLon
Andy Hart / Listen Notes
The Care Directions Podcast - For People Making a Difference in the Care Industry
Bill Coppel
Marc Rogers
Digital Marketing 4FP
Brian Thompson
Charlie Van Derven
Paul G. McManus
Richard E. Boone
Jacqui Henderson
Whitney Shindelar and Brianna Glenn
Bill Cates
Dimensional Fund Advisors
Mindshop
TD Ameritrade Institutional
Tina Powell | C-Suite Social Media
XY Media
Shawn Sigler & Josh Martin
...For Advisors
XY Media
Matt Halloran, CRO at ProudMouth
Sarah Nadler
Benji
None
Dr. Travis Parry
Madison Taylor
Daniel Hotujac
Dominique Henderson, CFP®
The Brighthouse Financial Insights Panel
IARFC
Michelle Lynne
Brittany Dixon
Katie Wussow
Blaire Brown
Philip Calvert
Kevin C. Whelan
Laura Gregg and David Partain
Ann Carden
Diana Lidstone
Kurt Kersey
Mark Bruno
Jason Miller
Tracy Jepson
Ellen Mackenzie
Miranda Nahmias
David Spray
SIGRUN
Brian Hood and Chris Graham
Horkey HandBook
John Brown
Steve Gordon
Barron's Advisor
Consulting Success
Consulting Success
Ryan Koral
With Scott Hanson and Pat McClain
Financial Independence Group