The Big Picture Advisor: Recent Episodes
Lincoln Financial Network
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 FUTURE OF ADVICE
Four financial professionals share their "why" for entering the business and how they're positioning themselves for success.
CRN-3880910-102221
THE ART OF OBJECTIVE LISTENING
John explains the psychological complexities of the client and financial professional relationship.
CRN-3768722-091721
DECIPHERING MILLENNIALS
Ann offers tips to address their unique needs and how to meet their expectations.
CRN-3480081-030521
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
TAPPING INTO THE HNW MARKET
Todd shares how financial professionals can connect with, convert and retain high-net-worth clients. CRN-3494440-031621
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
Finding your superpower
Ellen shares what it takes to stand out as a financial professional in today’s world. CRN 3477659-030321
Paving the way
In 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
Planning for special needs
Jon shares his personal story and offers his perspective on how to navigate the special needs planning landscape. CRN 3421793-012521
Read more in Jon's blog post
Networking is a mindset
David explains how financial professionals can practice mindfulness to drive business growth and offers tips for networking virtually. CRN 3374725-121720
Empathize, listen and ask
Tim encourages financial professionals to practice empathy with clients and go after the greenlight moments. CRN 3366121-121020
Stop marketing and start engaging
Scott dives into the power of authenticity and community to build relationships in today’s digital world. CRN 3316753-110420
Giving back with purpose
Brian Gracie, CLU®, ChFC®, REBC® explains the power of purposeful wealth sharing. CRN 3334527-111720
Opportunities to close the wealth gap in non-traditional markets
Eric discusses trends and opportunities that are shifting conversations in the financial services industry today. CRN 3289840-101920
Markets in an election year
Tim Johnson, John Schatz and Wiley Moody remind financial professionals that politics do not drive economics. CRN 3242402-091520
Brand is everything
Jay shares three strategies to create meaningful client conversations and drive brand loyalty. CRN 2940636-020520
Read more in Jay's blog post
Be an agent of change
Erika Whyte explains the importance of education, awareness of bias, and conversation to inspire action. CRN 3168338-072020
Read more in Erika's blog post
Cutting through the noise
Laura challenges financial professionals to rethink the concept of multitasking and unlearn bad habits to stay focused. CRN 2949643-021220
Finding your personal intention
Angie shares her heartfelt story of authenticity and overcoming professional and personal obstacles as a woman in the financial services industry. CRN 3121811-061020
Accelerate growth by embracing change
5 aspiring traits for financial professionals. CRN 3117519-060820
Read more in Peter's blog post
Bringing clarity to clients’ finances
Rob discusses how to communicate and build trust by speaking to clients in terms they understand and avoiding industry jargon. CRN 3055150-042220
Planning for a successful succession
Jim and Logan share their recent succession stories and lessons learned in the process. CRN 2973334-022820
Read more in James and Logan's blog post
How to adapt to the new normal
Caragh shares her professional and personal perspective on embracing the new normal. CRN 3036265-040920
Client experience is your only differentiator
Given the recent market uncertainty, client attention matters more than ever. CRN 3006917-032320
Read more in Jay's blog post
Tax season: a holistic outlook
Tune in to this bonus episode to find out what’s most important to consider this tax season. CRN 2974310-022820
The art of saying yes and no to grow
Peter Sheahan discusses self-imposed limitations to advisor growth and how to overcome them. CRN 2971047-022720
Read more in Peter's blog post
Redefining modern wealth
Dustin Garis encourages financial professionals to embrace the concept of life profit in order to live a more memorable life. CRN 2936467-020420
Read more in Dustin's blog post
Finding the right work-life balance
Laura Stack discusses how increasing productivity can help advisors focus their activities on high-value tasks that will drive maximum value to their businesses. CRN 2897594-010820
Read more in Laura's blog post
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.