The Big Picture Advisor podcast

Today’s advisors 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 library

Click below to listen, or search for The Big Picture Advisor on Apple Podcasts, Google Podcasts, or Spotify.
 

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.

CRN 3006917-032320

Read more in Jay's blog post

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.

CRN 2974310-022820

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.

CRN 2971047-022720

Read more in Peter's blog post

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.

CRN 2936467-020420

Read more in Dustin's blog post

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.

CRN 2897594-010820

Read more in Laura's blog post

Lincoln Financial Network is the marketing name for the retail and financial planning affiliates of Lincoln Financial Group and includes Lincoln Financial Securities Corporation and Lincoln Financial Advisors Corp., broker/dealers, registered investment advisors and members of FINRA and SIPC. Lincoln Financial Group is the marketing name for Lincoln National Corporation and its affiliates. Insurance offered through Lincoln affiliates and other fine companies.