The public will get a “peak behind the curtain” to the financial industry in the new podcast The Big Reveal Podcast Series, presented by Suzanne Siracuse and Envestnet.
The podcast series, which started today, will focus on the lives of industry financial industry leaders through interviews with Siracuse, the former CEO and publisher of InvestmentNews who now heads Suzanne Siracuse Consulting Services. The firm specializes in helping firms with business strategies, marketing programs and advocacy initiatives focused on the wealth management industry.
Siracuse said in a statement that she plans “to bring personal interviews with big-name industry innovators, influencers, and leaders to life, with a twist. That twist references the title of the series, which centers around asking guests to reveal something about themselves for the first time publicly. The podcast's discussions will not only focus on the subjects' personal and professional journeys, but also incorporate their perspectives on news items, hot topics and industry trends.
“Financial advisors are increasingly turning to podcasts for news, information, and valuable thought leadership. There are a wide variety of relevant industry focused podcasts out there now, but our goal is to make this series unique by emphasizing the more human side of the discussion," she said. "I want to dive deeper with my guests and find out what moments, decisions, and mindsets shaped who they are today. We will also bring out their vision and hope for where the industry is headed."
In the first podcast, Siracuse talked with Envestnet co-founder and CEO Bill Crager on topics including Covid-19’s impact on the industry, Envestnet’s recent M&A activity and Crager’s rise to CEO of Envestnet.
“Listeners will also find out what Mr. Crager would be doing if he did not co create Envestnet and hear his big reveal,” she said.
Future guests will include the following:
• George Nichols III, CEO of The American College of Financial Services
• Michael Kitces, head of planning strategy at Buckingham Wealth Partners and publisher of the Nerd's Eye View at Kitces.com
• Clara Shih, founder and executive chairwoman of Hearsay Systems.
"Since Envestnet's founding 20 years ago, helping advisors engage with clients and grow their practices has been a core principle of our business. By partnering with Suzanne on this project, we aim to give listeners a unique perspective on key topics affecting our industry, and spark conversations around where the industry is at and how we move forward," Kimberly Beck, Envestnet head of wealth marketing, said in a statement.
To subscribe to the podcast series visit www.Envestnet.com/TheBigReveal.