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PODCAST

Osaic Technology Podcast

Level up your business with technology solutions to increase productivity, improve client service, and uncover opportunities for growth. Osaic"s technology podcast offers best practices to help you learn, adapt, and implement technology to thrive as an independent financial professional. Visit http://www.osaic.com for additional information. Securities and investment advisory services are offered through the firms: Osaic Wealth, Inc., Triad Advisors, LLC, Osaic Institutions, Inc., and Woodbury

business investing

All Episodes

20:22

Hardware Requirements: What You Need to Know

Osaic Technology Podcast ·

2024/12/20

Technology Solutions Consultant Eric Baumgardner talks about the critical aspects to hardware requirements for your computer needs as a financial professional. Eric will discuss vulnerabilities, upgrading your current machine, and your options as it pertains to Windows 10 and Windows 11. Also, hear him give advice in regards to how to choose a PC - what should you consider? Eric also talks about docking stations and what to look for.

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25:14

Remote Work: Doing It Right

Osaic Technology Podcast ·

2024/12/03

Technology Solutions Consultant Aida Dillman talks about the effective ways to initiate working remotely. Using proper software and maintaining proper security standards, remote office setups can actually introduce new levels of digital benefits.

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07:34

A Good Team: Cloud Storage and File Sharing

Osaic Technology Podcast ·

2024/11/19

Technology Solutions Consultant Aida Dillman from Osaic talks about the benefits of using cloud storage and file sharing as complimentary applications to one another. Hear how you can enhance your practice by improved synchronization of files, team collaboration, and better security.

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27:17

Elevate Your Security, with Jay Peters

Osaic Technology Podcast ·

2024/11/07

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 handle your hardware and software needs. Learn how to protect your clients, decommission hardware, plan deployments and other computer-related

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19:31

Converting Your Paper Piles to Digital Assets

Osaic Technology Podcast ·

2024/10/17

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 shredding and disposing of old paper files, and how to do it properly.

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15:32

Reports and Feeding - The Power of OneView

Osaic Technology Podcast ·

2024/09/30

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.

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07:33

The Convenience Tool: Online Scheduler

Osaic Technology Podcast ·

2024/09/20

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.

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08:22

A Secure, Focused and Efficient Practice

Osaic Technology Podcast ·

2024/09/03

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.

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08:19

Managing RMDs

Osaic Technology Podcast ·

2024/08/15

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.

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22:39

Online Scheduler: GReminder and Your Office

Osaic Technology Podcast ·

2024/07/31

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 as they talk about automations, deep and bi-directional integrations and more. For demos, trials and webinars, visit http://greminders.com/osaic.

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07:46

Creating Barriers Against the Threats

Osaic Technology Podcast ·

2024/07/16

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.

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47:27

Tackle Data Gathering Differently with PreciseFP

Osaic Technology Podcast ·

2024/07/10

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. Hear about onboarding prospects, annual reviews, form libraries, risk tolerance and lead nurturing.

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19:31

Client Meetings Part 3: Follow-Up Activities and...

Osaic Technology Podcast ·

2024/06/15

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 after the client meeting.

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21:46

Client Meetings Part 2: Conducting with Purpose

Osaic Technology Podcast ·

2024/05/30

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 your CRM to create "homework" for you and the client.

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21:19

Client Meetings Part I: Review, Preparation &...

Osaic Technology Podcast ·

2024/05/15

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 groups. Tune in to Part 2 to be published on May 30th.

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27:17

NextPhase - the Ultimate Retirement Income Planning...

Osaic Technology Podcast ·

2024/05/02

Sr. 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 will also share some details about the future, as well as current implementation strategies.

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41:09

Hubly Provides the Controls You Need

Osaic Technology Podcast ·

2024/04/15

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.

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34:21

Revolutionary Power of YCharts

Osaic Technology Podcast ·

2024/04/08

In this episode, learn about the amazing features and capabilities of YCharts - an all-in-one platform for investment research and client communication. 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 outcomes, documenting due diligence, and comparisons and analytics. Also learn how your portfolio management can be more easily tracked

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09:09

Business Phone: Make the Change to VOIP?

Osaic Technology Podcast ·

2024/03/06

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.

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24:40

Using Holistiplan to Speed Things Up

Osaic Technology Podcast ·

2024/02/20

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 about reducing manual entry, equity compensation, tax planning versus tax advice and more.

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98 results

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