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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

09:27

Real-Time Convenience with File Sharing

Osaic Technology Podcast ·

2024/01/31

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 better transparency.

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19:02

Compliant Texting with MyRepChat

Osaic Technology Podcast ·

2024/01/18

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 why you should be texting financial clients.

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09:50

CRM Workflows: The Automation Machinery

Osaic Technology Podcast ·

2024/01/12

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.

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25:45

All About the SmartOffice CRM

Osaic Technology Podcast ·

2023/12/07

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 include

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10:42

Get New Technology into Your Practice - It's Worth It

Osaic Technology Podcast ·

2023/11/15

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.

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10:36

Attending Conferences with Purpose and Getting Results

Osaic Technology Podcast ·

2023/10/17

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 conference. This unique insight will help you maximize the investment.

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29:06

Redtail CRM: Everything You Need to Know

Osaic Technology Podcast ·

2023/09/29

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 valuable integrations. David also describes how to leverage Redtail University.

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21:42

Amazing Power of Wealthbox CRM

Osaic Technology Podcast ·

2023/09/15

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 relationships.

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13:01

Artificial Intelligence: Expectations and the Future

Osaic Technology Podcast ·

2023/09/05

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.

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08:49

Talking Risk Tolerance

Osaic Technology Podcast ·

2023/08/22

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.

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09:16

Proper Questions to Ask When Choosing a New CRM

Osaic Technology Podcast ·

2023/08/01

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.

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08:51

Strategies for Selecting a New CRM

Osaic Technology Podcast ·

2023/07/17

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.

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11:03

All My Clients & All Their Accounts

Osaic Technology Podcast ·

2023/06/30

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.

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10:10

Innovate Your Business with Lesser Known Fintech Tools

Osaic Technology Podcast ·

2023/06/15

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.

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16:39

Prepping your Data for a New CRM

Osaic Technology Podcast ·

2023/06/09

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.

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08:44

Specialization and Role-Based Reporting

Osaic Technology Podcast ·

2023/05/23

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 that will be realized by your end customer.

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07:28

Training: Equip Your Employees to Achieve

Osaic Technology Podcast ·

2023/04/19

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 heights.

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12:02

Talking Through Consolidated Statement Reporting

Osaic Technology Podcast ·

2023/03/21

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 portals and using filters to generate advisor reports.

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11:13

Being Sensitive and Professional with Client's Life...

Osaic Technology Podcast ·

2023/03/07

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 run smoother. Mr. Belair also shares excellent insight into using tags, filters and communication templates.

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09:23

Growing Confidence in your CRM Using These Questions

Osaic Technology Podcast ·

2023/02/16

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 use and improve upon workflows that add value and meaning to your business.

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98 results

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