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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

27:21

Using Technology to Expand Your Business

Osaic Technology Podcast ·

2023/01/20

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 to drive your business.

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18:47

Because Client Emails Need an Upgrade

Osaic Technology Podcast ·

2023/01/03

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 timestamps and confirmations.

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16:57

Digital Note Taking

Osaic Technology Podcast ·

2022/12/07

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 used? How do you create workflows and make proper use of templating? Learn this and more, including how to simplify the sometimes messy process of

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10:16

Technology Tips for Facilitating RMD

Osaic Technology Podcast ·

2022/10/11

Technology Solutions Consultant Jonathan Belair out of Phoenix, Arizona, speaks about the importance of using technology to support your RMD tasks. Hear the significance that your CRM and an online scheduler can play in simplfying the process. Jonathan also describes the onboarding process and running reports.

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08:51

Prepping Your Numbers Using YCharts

Osaic Technology Podcast ·

2022/09/16

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 management, and modern portfolio theory, which helps him design sophisticated investment allocation strategies for clients. Christian shares his insight

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22:19

Look & Sound Like a Pro on Your Virtual Meetings

Osaic Technology Podcast ·

2022/08/31

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 selecting the proper setting and equipment, with minimal cost and effort, to make your virtual meetings more interesting and professional. We discuss

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08:44

Untwisting the Complexity of Data Gathering

Osaic Technology Podcast ·

2022/08/08

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10:59

Technology to Drive Compliance for DOL PTE

Osaic Technology Podcast ·

2022/07/15

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.

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07:25

Creating Harmony with Your Office Hardware

Osaic Technology Podcast ·

2022/06/22

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 desk by using technology and hardware harmoniously. Eric also gives good advice on green screens, microphones and lighting to enhance your video

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33:36

Technologically Speaking - You Should Trust the Fresh...

Osaic Technology Podcast ·

2022/06/07

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 Group speaks with Managing Partner Samuel B. LaNeave of Richmond, Virginia. Recently, Sam brought on a new employee, Diane Norris, who also joins the

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26:43

"Your CRM is more than a Phonebook"

Osaic Technology Podcast ·

2022/06/03

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 data to work for you. Hear the importance of pairing your marketing strategy with your CRM.

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09:46

Do I Have a Well-Stacked Tech Stack

Osaic Technology Podcast ·

2022/05/18

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.

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13:21

Can You Benefit From Virtual Assistance

Osaic Technology Podcast ·

2022/05/04

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 the importance of considering message taking, appointment scheduling, and other reception tasks and how technology can increase your productivity. Hear

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09:45

Comparing the Big Three

Osaic Technology Podcast ·

2022/04/06

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 mobile, customization, reporting, cost, and level of complexity.

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15:30

Say Hello with Video

Osaic Technology Podcast ·

2022/03/10

Erik Garcia, a CFP from New Orleans, LA, discusses how he has modernized the communication from his office to his clients using video. Using video, you can build trust with your clients and reduce the "sting" of intimidating activities. Mr. Garcia explains the importance of choosing and using the proper equipment.

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10:51

CRM: Creating Repeatable Processes

Osaic Technology Podcast ·

2022/03/02

Technology Solutions Consultant Eric Baumgardner takes you down a detailed path about creating repeatable processes within your CRM. Hear how to develop good processes with team inclusion and how to identify delays in each task. Baumgardner also talks about the best ways to measure the efficiencies of your processes and make any necessary changes.

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09:03

Making Sense of Integrations

Osaic Technology Podcast ·

2022/02/17

Technology integrations can be daunting and intimidating, but when understood, they can be simple and extremely cost effective for your business. Technology Solutions Consultant Eric Baumgardner takes the big complicated ideas and simplifies them for you in this 9 minute podcast. Learn about the different types of integrations, including native, broker-dealer and API integrations with tips on choosing the proper type for your need.

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15:59

Listen Close for the Good Data

Osaic Technology Podcast ·

2022/01/26

Technology Solutions Consultant Jonathan Belair of Advisor Group talks about the importance of collecting client data with Dennis Petinelli of Pettinelli Financial Partners. With over 40 years of experience in financial services, Mr. Petinelli offers expert advice and shares personal experiences that have carried his practice to ongoing success. Hear about onboarding clients, running reports and how the key to successful data is... "listening."

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09:53

Adding to your Technology Toolbox

Osaic Technology Podcast ·

2021/12/17

Technology Solutions Consultant Ryan Schumaker, a Vice President at Advisor Group, describes the importance of considering new technology to enhance your practice. The benefits are well worth the extra effort to implement tools such as online schedulers, CRMs, and more.

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13:04

Reporting to the Max

Osaic Technology Podcast ·

2021/11/15

Technology Solutions Consultant Eric Baumgardner shares useful strategies regarding reports that can be applied within all CRMs and other reporting applications. Hear how to leverage filters and the importance of knowing your data.

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98 results

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