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.
The Big Picture Advisor is hosted by VP of Marketing Tara Harkins at Lincoln Financial Network (LFN). Join us every three weeks to hear “From the desk of” rotating guests, including industry specialists, motivational speakers, executives and thought leaders.
Episode 21 – From the desk of: Elizabeth Liechty, Partner at Charter Financial Group
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.
Episode 20 – From the desk of: Jon Elfin, CRPC®, MBA, Partner at Open Advisors
Planning for special needs
Jon shares his personal story and offers his perspective on how to navigate the special needs planning landscape.
Episode 19 – From the desk of: David Fisher, professional speaker, best-selling author and LinkedIn influencer
Networking is a mindset
David explains how financial professionals can practice mindfulness to drive business growth and offers tips for networking virtually.
Episode 18 – From the desk of: Tim Seifert, SVP and Head of Annuity Sales at Lincoln Financial Distributors
Empathize, listen and ask
Tim encourages financial professionals to practice empathy with clients and go after the greenlight moments.
Episode 17 – From the desk of: Scott Stratten, Founder of UnMarketing and award-winning keynote speaker
Stop marketing and start engaging
Scott dives into the power of authenticity and community to build relationships in today’s digital world.
Episode 16 – From the desk of: Brian Gracie, CLU®, ChFC®, REBC®, Founder and Managing Partner of Heritage Financial Consultants
Giving back with purpose
Brian explains the power of purposeful wealth sharing.
Episode 15 – From the desk of: Eric Bailey, founder and CEO of Bailey Wealth Advisors
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.
Episode 14 – From the desk of: LFN Investment Strategy Group
Markets in an election year
Tim Johnson, John Schatz and Wiley Moody remind financial professionals that politics do not drive economics.
Episode 13 – From the desk of: Jay Baer, Inspirational Marketing and Customer Experience Keynote Speaker
Brand is everything
Jay shares three strategies to create meaningful client conversations and drive brand loyalty.
Episode 12 – From the desk of: Erika Whyte, AVP of Diversity & Inclusion at Lincoln Financial Group
Be an agent of change
Erika Whyte explains the importance of education, awareness of bias, and conversation to inspire action.
Episode 11 – From the desk of: Laura Stack, Productivity Pro
Cutting through the noise
Laura challenges financial professionals to rethink the concept of multitasking and unlearn bad habits to stay focused.
Episode 10 – From the desk of: Angela Ribuffo, President & Financial Advisor at Raion Financial Strategies
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.
Episode 9 – From the desk of: Peter Sheahan, innovative business thinker and thought-leader
Accelerate growth by embracing change
5 aspiring traits for financial professionals
Episode 8 – From the desk of: Rob Miller, Managing Principal at Frontier Asset Management
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.
Episode 7 – From the desk of: Jim Martin, founder of D4D Strategic Consulting Group, and Logan Waters, principal of Waters Wealth Consultants
Planning for a successful succession
Jim and Logan share their recent succession stories and lessons learned in the process.
Episode 6 – From the desk of: Caragh Fahy, Owner and President of Madison Financial Planning Group
How to adapt to the new normal
Caragh shares her professional and personal perspective on embracing the new normal.
Episode 5 – From the desk of: Jay Baer, Inspirational Marketing and Customer Experience Keynote Speaker
Client experience is your only differentiator
Given the recent market uncertainty, client attention matters more than ever.
Episode 4 – From the desk of: Bob Appel, Vice President of National Design/Advanced Planning
Tax season: a holistic outlook
Tune in to this bonus episode to find out what’s most important to consider this tax season.
Episode 3 – From the desk of: Peter Sheahan, Innovative Business Thinker and Thought Leader
The art of saying yes and no to grow
Peter Sheahan discusses self-imposed limitations to advisor growth and how to overcome them.
Episode 2 – From the desk of: Dustin Garis, Chief Troublemaker
Purpose, passion and life profit
Dustin Garis encourages financial professionals to embrace the concept of life profit in order to live more memorably.
Episode 1 – From the desk of: Laura Stack, Productivity Pro
Finding the right work-life balance
Laura Stack discusses how increasing productivity can help financial professionals focus their activities on high-value tasks that will drive maximum value to their businesses.