Beste Osaic podcasts (2024)

1
Elevate Your Security, with Jay Peters 27:17

7d ago27:17

27:17

The data within your practice is invaluable and should be kept secure at all costs. Mark Matheny, Manager of the Technology Solutions Consulting Team at Osaic, speaks with Jay Peters, President and Co-Founder of Security Snapshot. Listen as they discuss the ever-growing need to defend against cyber attacks and how you can leverage a 3rd party to ha…

1
Converting Your Paper Piles to Digital Assets 19:31

28d ago19:31

19:31

Technology Solutions Consultant Eric Baumgardner with Osaic talks through the process of converting all of your paper piles into digital assets that are safer, more easily accessed, and cleaner. Hear how going digital will increase the value of your practice and make team collaboration much easier and more accurate. Also hear valuable tips on shred…

1
Reports and Feeding - The Power of OneView 15:32

1M ago15:32

15:32

Sr. Technology Solutions Consultant Eric Baumgardner with Osaic talks through the fundamentals of OneView. Hear useful information about creating statements, client reviews, types of reporting and how to feed your accounts into other systems.Door Geoff Severson

1
The Convenience Tool: Online Scheduler 7:33

2M ago7:33

7:33

Osaic's Mark Matheny, an expert in technology solutions, discusses the benefits of working your practice into an online scheduler. Hear about how it can reduce confusion, increase business value, and remove several friction points. Mark also talks about managing time, coordinating with colleagues and scalability topics.…

1
A Secure, Focused and Efficient Practice 8:22

2M ago8:22

8:22

Technology Solutions Consultant Aida Dillman talks through the various ways that you can make dramatic, evolutionary changes to your financial practice. Hear useful advice on scaling tools, solid integrations, online schedulers, dictation software and texting solutions.Door Geoff Severson

1
Managing RMDs 8:19

3M ago8:19

8:19

Technology Solutions Consultant Aida Dillman discusses using technology to track and manage your RMDs. This episode includes details on RMD calculators, onboarding integrations, preparing for client distributions and using your CRM.Door Geoff Severson

1
Online Scheduler: GReminder and Your Office 22:39

4M ago22:39

22:39

Manager of Technology Solutions Consulting Team Mark Matheny has a chat with Mark Hill from GReminder about the power of the online scheduling tool and the potential it has to revolutionize your office. GReminder specializes in servicing the financial services industry, with integrations into both Redtail and Wealthbox CRMs. Listen to Mark and Mark…

1
Creating Barriers Against the Threats 7:46

4M ago7:46

7:46

Cybersecurity tactics continue to evolve and threaten your ability to run a professional and safe business. Listen as Osaic's Manager of Technology Solutions Consulting Mark Matheny shares important insight into defending against identity theft, safeguarding intellectual property, and how to properly form a response plan and backup strategies.…

1
Tackle Data Gathering Differently with PreciseFP 47:27

4M ago47:27

47:27

Special guest Nora Gallegos from PreciseFP sits with Osaic's Eric Baumgardner to discuss the powerful features of this data gathering software. PreciseFP empowers financial advisors to engage clients effortlessly, eradicating manual data entry, and enhancing day-to-day operations efficiency so that they can provide top-tier customer service, easily…

1
Client Meetings Part 3: Follow-Up Activities and Homework 19:31

5M ago19:31

19:31

Technology Solutions Consultant Aida Dillman speaks with Amy Byars, Office Admin for Lifeplan Financial Advisors, in this 3-part series about client meetings. In Part 3, Amy shares insightful tips on creating 'homework' for you and also your clients. Learn how to implement effective follow-up strategies to produce the results you are looking for af…

1
Client Meetings Part 2: Conducting with Purpose 21:46

6M ago21:46

21:46

Technology Solutions Consultant Aida Dillman speaks with Amy Byars, Office Admin for Lifeplan Financial Advisors, in this 3-part series about client meetings. In Part 2, Amy discusses how to kick-off an impactful client meeting. Hear how to increase relatability and trust throughout the meeting. Learn strategies for taking notes and how to leverage…

1
Client Meetings Part I: Review, Preparation & Execution of the Meeting 21:19

6M ago21:19

21:19

Technology Solutions Consultant Aida Dillman speaks with Amy Byars, Office Admin for Lifeplan Financial Advisors, in this 3-part series about client meetings. In Part 1, Amy shares intuitive and intentional exercises that you should take prior to the client meeting. Listen in as Amy and Aida talk about texting, post cards, using templates and tag g…

1
NextPhase - the Ultimate Retirement Income Planning Platform 27:17

7M ago27:17

27:17

Manager Technology Solutions Consultant Mark Matheny sits with Aaron Winters, Sr. Consultant with the Retirement and Income Planning team, to discuss in-depth details about NextPhase. NextPhase is a streamlined retirement income planning software and support package. Here Aaron describe how to be more proficient and profitable using NextPhase. He w…

1
Hubly Provides the Controls You Need 41:09

7M ago41:09

41:09

Special guest Louis Retief, CEO and CO-Founder of Hubly, sits down with Osaic's Eric Baumgardner to discuss the powerful controls provided by the Hubly platform. Mr. Retief will describe advanced features of this complete financial advisory tool. Learn how you can implement deep and meaningful integrations into your CRM.…

1
Revolutionary Power of YCharts 34:21

7M ago34:21

34:21

In this episode, learn about the amazing features and capabilities of YCharts - an all-in-one platform for investment research. Special guest Lauck Olson, the VP of Enterprise Sales of YCharts, chats with Osaic's Eric Baumgardner about several of the key features that will help your practice flourish. Hear about partnerships, strategies and outcome…

1
Business Phone: Make the Change to VOIP? 9:09

8M ago9:09

9:09

Technology Solutions Consultant Mark Matheny shares his expertise on Voice Over IP. What exactly is VOIP? Hear about the VOIP features that are superior to a traditional phone line. Also hear about reduced cost and remote access. Mark will also break down the difference between hardware and software phones.…

1
Using Holistiplan to Speed Things Up 24:40

9M ago24:40

24:40

Holistiplan works by scaling the process of tax planning so advisors can become both more comprehensive and efficient. Listen as Technology Solutions Consultant Mark Matheny from Osaic speaks with two knowledgable guests, Erik Berns from Holistiplan and Ryan Yamada from Osaics Financial Planning and Client Advice Team. Learn valuable information ab…

1
Real-Time Convenience with File Sharing 9:27

10M ago9:27

9:27

Technology Solutions Consultant Aida Dillman talks through the value of using compliant file-sharing technology. Hear Aida describe how working with team members and your clients in real-time on shared documents increases efficiency and reduces possible errors. See how you can use file-sharing technology to get rid of unnecessary paper and foster b…

1
Compliant Texting with MyRepChat 19:02

10M ago19:02

19:02

CEO of ionlake Derrick Girard talks about the powerful texting solution, MyRepChat, with Osaic's Technology Solutions Consultant, Aida Dillman. Texting with your client's not an "or" option, but an "and" option. You will be convinced that texting is a must after hearing the open and response rates as compared to emails. Hear about integrations and …

1
CRM Workflows: The Automation Machinery 9:50

10M ago9:50

9:50

Listen as Mark Matheny, Manager of Osaic Technology Solutions Consultant team, talks about CRM workflows and why they are a critical tool for driving a better business. Mark discusses how to build your own workflows as well as looking for the prebuilt options that will improve your business in such positive ways that even your clients will notice.…

1
All About the SmartOffice CRM 25:45

11M ago25:45

25:45

Listen as Osaic's Technology Solutions Consultant Eric Baumgardner discusses the SmartOffice CRM in depth with special guest Tony Wang, VP of Sales with SmartOffice. Hear as Tony describes the powerful features available through this CRM that includeDoor Geoff Severson

1
Get New Technology into Your Practice - It's Worth It 10:42

1y ago10:42

10:42

Technology Solutions Consultant Eric Baumgardner from Osaic discusses the importance of getting new technology into your practice and how to do it effectively. Hear as Eric goes over the concepts of change management, assessing your current state, collecting metrics and how to survey your stakeholders.…

1
Attending Conferences with Purpose and Getting Results 10:36

1y ago10:36

10:36

Investing the time and money into attending a conference can be a big commitment. So, make sure you get the most out of it -- and bring home valuable insights, information and new skills to introduce into your business. Technology Solutions Consultant Aida Dillman with Osaic discusses several things to consider before, during and after attending a …

1
Redtail CRM: Everything You Need to Know 29:06

1y ago29:06

29:06

Technology Solutions Consultant Mark Matheny speaks with special guest David Mehlhorn - the VP of Business Development at Redtail Technology. In this episode, you will listen to an in-depth discussion about the most powerful features of Redtail CRM, including cleansing and organization tools. Also learn more about unique identifiers, workflows and …

1
Amazing Power of Wealthbox CRM 21:42

1y ago21:42

21:42

In this episode, Osaic's Mark Matheny sits down with Director of Business Development Andrew Ladwig as he shares the amazing powers of Wealthbox CRM. Hear how to use Wealthbox as the hub of your business for advisors and their staff. Andrew shares insights into task management, client meeting confirmations and other ways to enrich your client relat…

1
Artificial Intelligence: Expectations and the Future 13:01

1y ago13:01

13:01

Technology Solutions Consultant Eric Baumgardner gives a brief overview of what Artificial Intelligence (AI) is and what the current status is, in terms of the financial industry. Also hear Eric discuss AI Software, ChatGPT, and what is appropriate to expect.Door Geoff Severson

1
Talking Risk Tolerance 8:49

1y ago8:49

8:49

Technology Solutions Consultant Eric Baumgardner gives expert advice on the need for appropriate technology in analyzing your business risks. Eric sheds light on the impact of regulatory requirements and how to formulate a plan when selecting the right tool.Door geoff severson

1
Proper Questions to Ask When Choosing a New CRM 9:16

1+ y ago9:16

9:16

Technology Solutions Consultant Aida Dillman talks through the important aspects of choosing a new CRM that will best fit your organization. Hear Aida discuss outlining your objectives and what to look for in terms of customer satisfaction. You will also learn the value of free trials and customer satisfaction ratings.…

1
Strategies for Selecting a New CRM 8:51

1+ y ago8:51

8:51

In this episode, Technology Solutions Consultant Aida Dillman from Osaic will help prepare you for selecting a new CRM that will be the best fit for you and your business. Learn how to define the proper objectives, evaluate integrations, and look for scalability, flexibility and data volume.Door Geoff Severson

1
All My Clients & All Their Accounts 11:03

1+ y ago11:03

11:03

Mark Matheny, a seasoned Technology Solutions Consultant, talks about the complexities of account aggregation. Listen as he discusses how to bring all the data together, the various platforms that provide the right tools, and the benefits leading to streamlined processes.Door Geoff Severson

1
Innovate Your Business with Lesser Known Fintech Tools 10:10

1+ y ago10:10

10:10

Mark Matheny, an experienced manager for a team of Technology Solutions Consultants, discusses the lesser known tools in fintech that can really elevate your business to a new level. Hear about talk-to-text, dictation software, capturing notes and fact finding tools.Door Geoff Severson

1
Prepping your Data for a New CRM 16:39

1+ y ago16:39

16:39

Hear detailed tips and insights from Eric Baumgardner, a seasoned Technology Solutions Consultant, about preparing your business and client data for a new CRM. Understand the data types and how to best plan your data migration. Listen as Eric explains the importance of data audits and the dangers of obsolete data.…

1
Specialization and Role-Based Reporting 8:44

1+ y ago8:44

8:44

Listen as Technology Solutions Consultant Eric Baumgardner from Advisor Group discusses the strategies for using specialization in your practice and the benefits that come from role-based reporting. Hear how splitting up roles using workshopping and brainstorming can be used to increase the productivity and level of professionalism at your practice…

1
Training: Equip Your Employees to Achieve 7:28

1+ y ago7:28

7:28

Technology Solutions Consultant Aida Dillman, who has several years experience with Advisor Group with professional training and development, shares her insight into the effect of good training on a financial office. Hear about several good resources that you can go to for personal and team training that can empower your office to grow to new heigh…

1
Talking Through Consolidated Statement Reporting 12:02

1+ y ago12:02

12:02

Technology Solutions Consultant Mark Matheny from Advisor Group shares insightful skills and techniques when considering the proper consolidated statement reporting tools. Listen as Mark discusses how certain tools operate and how to best leverage them when interacting with your clients. Hear useful information on data consolidation sources, client…

1
Being Sensitive and Professional with Client's Life Events 11:13

1+ y ago11:13

11:13

In any profession where you interact directly with clients, being organized is they key to being professional and sensitive during life events. Listen as Technology Solutions Consultant Jonathan Belair discusses the power of a CRM to document your interactions and capture relevant data. Hear how you can use automated workflows to make your office r…

1
Growing Confidence in your CRM Using These Questions 9:23

1+ y ago9:23

9:23

In the early part of this year, increase your confidence in your CRM by asking yourself the questions that Technology Solutions Consultant Jonathan Belair brings to light in this intuitive podcast. You will learn to streamline your office, track client interactions, set goals for the year and identify areas for improvement. Learn how you can best u…

1
Using Technology to Expand Your Business 27:21

2y ago27:21

27:21

In this episode, Jonathan Belair meets with Phung Van and Marcus Riviera who have made dramatic improvements to their business over the past year. Learn from Phung how to tackle your list of technological issues, working through issues such as account opening, e-signature and creating appointments. Hear how to establish a focal point, knowing where…

1
Because Client Emails Need an Upgrade 18:47

2y ago18:47

18:47

In this episode, listen as Technology Solutions Consultant Eric Baumgardner speaks with Quinn Wright, who has revolutionized his client communication with the introduction of video. Hear how Quinn uses video to relay instructions and other information in concise, quality messages. Learn how the video tools can also help you avoid phone tag by using…

1
Digital Note Taking 16:57

2y ago16:57

16:57

Recorded live in our podcast booth from ConnectED 2022 conference in San Antonio, Texas. Technology Solutions Consultant Eric Baumgardner speaks with Financial Advisor Peter Miles of St. Croix Wealth Management about the value in recording and organizing proper meeting notes. How do you innovate and capture these notes digital? What tools can be us…

1
Prepping Your Numbers Using YCharts 8:51

2y ago8:51

8:51

Advisor Group's Jonathan Belair chats with Christian F. Li, a CFP with The Advisory Group. Christian Li is a founding member and the Vice-President of The Advisory Group, as well as a Registered Representative with FSC Securities Corporation. He has extensive knowledge in comprehensive financial planning, estate planning, personal and business risk…

1
Look & Sound Like a Pro on Your Virtual Meetings 22:19

2y ago22:19

22:19

Video conferencing has become a significant part of our workday, especially in today’s virtual and remote landscape. Professionals and teams are using video to both get their work done and present themselves and their organizations in the best way possible. In this episode, we speak with multimedia expert Lincoln Poole and learn the importance of s…

1
Untwisting the Complexity of Data Gathering 8:44

2+ y ago8:44

8:44

Door Geoff Severson

1
Technology to Drive Compliance for DOL PTE 10:59

2+ y ago10:59

10:59

Hear from Technology Solutions Consultant Mark Matheny as he shares valuable insight into the DOL Prohibited Transaction Exemption requirements and how you can leverage technology to drive your business into compliance. Learn the importance of preparing and capturing data using the proper tools.

1
Creating Harmony with Your Office Hardware 7:25

2+ y ago7:25

7:25

Scanners, cross-cut shredders, and endpoint security, oh my goodness. There is an overwhelming selection of office hardware - and Eric Baumgardner discusses which components can make a difference in your office. Listen as Eric shares his thoughts on scanners, shredders, cell phone applications, VOIP systems and more. Hear how you can unclutter your…

1
Technologically Speaking - You Should Trust the Fresh Set of Eyes 33:36

2+ y ago33:36

33:36

One of the strongest players in your financial technology platform can be a member of your team who has a fresh set of eyes. Maybe they are new to the team - or have an interest in keeping up with modern applications. Either way, as a business owner, you should listen. In this episode, Technology Solutions Consultant Ryan Schumaker from Advisor Gro…

1
"Your CRM is more than a Phonebook" 26:43

2+ y ago26:43

26:43

Far too often a CRM becomes a silent database containing stale data that is rarely ever revisited or put to good use. Your CRM is more than just a phonebook. Listen as Technology Solutions Consultant Jonathan Belair speaks with marketing expert Amanda Spicola as they discuss strategic methods for getting the cobwebs out of your CRM and putting your…

1
Do I Have a Well-Stacked Tech Stack 9:46

2+ y ago9:46

9:46

In this fast-paced technology era, it can be difficult to measure your office to see how it stacks up against other competitors. In this epidode, Technology Solutions Consultant Jonathan Belair discusses the key components to a top-level technology stack, and how to ensure that you choose the right components to match your business needs.…

1
Can You Benefit From Virtual Assistance 13:21

2+ y ago13:21

13:21

Feeling overwhelmed with daily, routine tasks can detract from your performance, and ultimately, your success as a financial professional. Perhaps it is time to consider some assistance. Technology Solution Consultant Ryan Schumaker from Advisor Group describes the two "virtual assistance" options: human and non-human. Ryan will guide you through t…

1
Comparing the Big Three 9:45

2+ y ago9:45

9:45

If it isn't in your CRM - it didn't happen. That's the golden rule for client and prospect management. So, why not run the most effective and efficient CRM for your specific office? Listen as Mark Matheny details the pros and cons to the top three CRMs in the financial sector - Salesforce, Redtail and SmartOffice. Mark covers features such as mobil…

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