Big Picture In Practice

Big Picture in Practice频频邀请金融行业高层与思想领袖就市场趋势与实务策略对谈，适合公关资源投放在 retirement planning、private markets、crypto、wealth management 等议题。对资深投资/财富管理相关品牌的客座机会尤为有利，通常需要具备显著行业资历的嘉宾，且难度偏高。

47 episodes, Biweekly, 4.8 rating

<1k, Male, USA

Tune in every other week to explore the latest trends across the financial sector. Joined by industry-leading guests, Big Picture in Practice will help you innovate and stay abreast of the latest information that will enable listeners to create differentiated products and foster successful client relationships in a constantly evolving investment landscape.

Ben, Julie

Investing, Business, Management, Business News

senior investment professionals or executives (C-suite, CIOs, heads of private markets, senior strategists)

leadership roles at notable financial institutions, public thought leadership, research, or industry awards, relations with institutional clients and media

Rob Williams - Retirement Income Planning, Risk, Client Outcomes, Inga Rachwald - Retirement Income Planning, Emotional Biases, Risk Framing, Client Conversations, Anna Snider - Private Market Opportunities, Jim Caron - Volatile Market Strategy, Global Portfolio Diversification, Sinead Colton Grant - Private Markets, Risk Tolerance, Asset Allocation

retirement planning, emotional biases, risk framing, client relationships, private markets, volatility, portfolio diversification, crypto ETFs, tax-efficient value, advisor engagement