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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

16:25

Fundamentals of VoIP

Osaic Technology Podcast ·

2021/08/13

Technology Solutions Consultant Mark Matheny from Advisor Group discusses the fundamentals of Voice over IP with Financial Professional Steve Rice. Hear the benefits of leveraging VoIP and techniques for using it within the office. Steve shares how it has changed his business and the differences in expenses that he is realizing.

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08:17

Tech Trends and Tools

Osaic Technology Podcast ·

2021/07/15

Advisor Group's Ryan Schumaker discusses the importance of creating and expanding your digital footprint with high-touch, high quality applications. As a Technology Solutions Consultant, Ryan explains the importance of automation in marketing, mobile accessibility and the flexibility benefits of dictation software.

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24:36

Teaming Up on the Work

Osaic Technology Podcast ·

2021/06/15

Technology Solutions Consultant Jonathan Belair with Advisor Group located in Phoenix, Arizona, speaks with Teresa M. Hart, a Financial Advisor and Owner of Teresa M. Hart Financial Services located in Mitchell, South Dakota about successful methods of collaboration using technology in financial services. The conversation also includes Lila Eilts, an Assistant to Teresa, who shares her perspective on managing the work load. Teresa and Lila describe their morning routines, the role of short meetings,

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24:31

Remote Leadership

Osaic Technology Podcast ·

2021/05/26

Today we have the privilege of speaking with a Managing Partner at Affiliated Advisors out of St Louis Park, Minnesota. She leads the firm’s practice management initiatives and is passionate about helping financial professionals grow and improve their businesses. To accomplish this, she believes in a strong focus on incorporating technology with marketing, and successful strategic planning. She, like the rest of the financial professionals over the past year and half, has seem dramatic changes in

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15:38

Ransomware with Jason Conort

Osaic Technology Podcast ·

2021/05/17

Cyber Analyst Jason Conort shares his experience and passion regarding the complex and dangerous business of ransomware. Learn about encryption, TPM keys and the technical and human elements involved in these cyber applications. Hear real-life examples of big-name companies that have suffered attacks from ransomware and how you can better protect against similar events.

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09:18

Questions for Cloud Storage and File Sharing Solutions

Osaic Technology Podcast ·

2021/04/14

Ryan Schumaker is Vice-President, Technology Solutions Consultant with Advisor Group. He brings with him 20 years of experience in the financial services industry, with a concentrated focus on technology. Ryan works with financial professionals on shaping their firm’s technology landscape, researching the latest technology products and processes, and maintaining long standing relationships with technology providers and vendors in the industry. In this episode, Ryan discusses the questions that

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13:10

Questions for Portfolio Management and Reporting...

Osaic Technology Podcast ·

2021/04/14

Ryan Schumaker is Vice-President, Technology Solutions Consultant with Advisor Group. He brings with him 20 years of experience in the financial services industry, with a concentrated focus on technology. Ryan works with financial professionals on shaping their firm’s technology landscape, researching the latest technology products and processes, and maintaining long standing relationships with technology providers and vendors in the industry. In this episode, Ryan discusses the questions that

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16:00

Phishing the Seven Seas

Osaic Technology Podcast ·

2021/03/15

Cyber Analyst Tanner Szerensits describes and evaluates seven of the most common phishing attacks in our current financial and personal landscape. Learn what to look for and increase your knowledge of how to protect your personal and business data.

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15:57

Building Client Relations - Featuring David Cohen

Osaic Technology Podcast ·

2021/02/17

Nurturing a healthy client relationship leads to valuable results in several areas of your business

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24:12

Jay Peters and Cybersecurity Awareness for 2021

Osaic Technology Podcast ·

2021/01/18

Your host Geoff Severson from Advisor Group speaks with the Co-Founder and President of Security Snapshot Jay Peters about looking forward into 2021 and what threats to be aware of.

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13:28

Ron Ota and the Convenience of MyRepChat

Osaic Technology Podcast ·

2020/11/20

Geoff Severson speaks with Ron Ota, a Financial Professional from Honolulu, HI, about how MyRepChat has given a new angle on his business after 25 years. Using compliance texting has been overwhelmingly accepted by his clients.

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22:31

October Cyber Security Awareness Month with Jason Lish

Osaic Technology Podcast ·

2020/10/15

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31:44

On Your Way to a Faster Office

Osaic Technology Podcast ·

2020/09/24

In this episode, Technology Solutions Consultant Jonathan Belair from Advisor Group discusses the effects of eSignature with three Financial Professionals from different offices to gain their insight and perspectives. Learn how to streamline your efforts leading to a faster office.

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18:52

MyRepChat - A Texting Solution, with Derrick Girard

Osaic Technology Podcast ·

2020/09/18

Listen as we chat with creator Derrick Girard about the features and benefits of MyRepChat. MyRepChat provides you with a solution for compliant SMS texting. Communicate through text with your clients for birthdays, anniversaries, events, appointments and more. With MyRepChat, clients do not have to download an app or software to communicate with you.

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17:21

It's Time for a CRM

Osaic Technology Podcast ·

2020/08/11

In this episode, we speak with John Stumpf, a Technology Solutions Consultant from Advisor Group. With over 25 years experience working in financial services, he shares best practices in measuring your business and timing your move to a Customer Relationship Management (CRM) tool.

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16:49

Video Conferencing - Safe and Powerful

Osaic Technology Podcast ·

2020/07/27

As more financial professionals are embracing the virtual world, video conferencing has emerged as a prominent tool for staying in touch with clients and prospects. Now more than ever, businesses rely on video conferencing to seamlessly connect regardless of the location - quickly and effectively. While this technology is incredibly helpful, it's important to understand its sophistication.

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19:23

Phishing - Don't Be Caught by Surprise

Osaic Technology Podcast ·

2020/05/06

Phishing is a cyber attack that uses disguised email as a weapon. The goal is to trick the email recipient into believing one thing - only to realize they have caught something very undesirable. In this podcast, we define several types of attacks and provide insight as to how you can protect yourself.

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08:39

Cyber Basics

Osaic Technology Podcast ·

2020/02/18

Imagine personal information on display in the aisles of a store, where cyber criminals can shop and shop.

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