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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

08:06

5 High Impact Actions for your CRM

Osaic Technology Podcast ·

2026/01/14

Technology Solutions Consultant Aida Dillman with Osaic shares the top 5 things you can do with your CRM to start out the new year in the right direction. Aida discusses cleanup, security settings, goal evolution and automation.

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13:08

Hardware Requirements for Now and into the New Year

Osaic Technology Podcast ·

2025/12/18

Listen as Technology Solutions Consultant Eric Baumgardner talks about the hardware requirements that will keep you moving into 2026. Eric discusses several topics that will help you and your financial practice. Topics include VPN, Windows, MacOS, desktops versus laptops, docking stations, memory and even AI tools.

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10:11

Productivity Management, with ClickUp

Osaic Technology Podcast ·

2025/12/02

Technology Solutions Consultant Aida Dillman from Osaic talks about the powerful tool ClickUp. Hear about how this productivity management tool can help improve your task workflows, integrations and marketing campaigns. Aida talks through some real-life scenarios that can be helpful in your own financial practice.

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15:01

Wealthbox's new AI Notetaker, with Director Andrew...

Osaic Technology Podcast ·

2025/11/19

The impact of artificial intelligence in the finance industry continues to pick up speed. Hear from the Wealthbox's Director of Business Development, Andrew Ladwig, about how the new AI notetaking feature can change your business in some very creative, impactful and compliant ways. Osaic's Mark Matheny talks with Andrew and discusses creating summaries, suggesting workflows, and forming opportunities using the new tool. For more information, contact Wealthbox directly at

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27:30

1% Better Every Day, with Founder & Managing Partner...

Osaic Technology Podcast ·

2025/10/31

Osaic's Mark Matheny interviews the Founder & Managing Partner of Beacon Strategies, Chip Kispert, who shares the importance of transformation, trust and technology in financial businesses. Chip also talks about the need for improving your data quality so that the integration of artificial intelligence (AI) is effective and accurate. Learn also about using technology to enable your clients to engage and collaborate.

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09:12

Superior Phone Service with VOIP... and more!

Osaic Technology Podcast ·

2025/10/15

Technology expert Mark Matheny discusses the ease of moving your office from outdated phone systems to the more superior service of VOIP. What is the technology and why should you convert your office to it? Mark explains the features, such as superior sound, voicemail to email, smart features and remote access to name a few.

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10:34

Technology Expands Your Business

Osaic Technology Podcast ·

2025/09/22

Technology Solutions Consultant Aida Dillman talks about the technology that can be used to intentionally expand your business. Aida discusses automation, scheduling, and other strategies to get your started. Also hear how technology can be used to increase your geographical reach. Learn how to combat the advisor growth challenge.

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08:15

Integrations: Helpful Definitions and More

Osaic Technology Podcast ·

2025/09/03

Listen as Technology Solutions Consultant Aida Dillman from Osaic talks about the importance of integrations. Aida defines what integrations are, the three major types, and what steps you can take to use them in your practice. With integrations, you can reduce errors, reduce manual entry of data, and save valuable time.

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YCharts for Investment Research

Osaic Technology Podcast ·

2025/08/18

Hear the latest updates on YCharts from Eric Baumgardner, a Technology Solutions Consultant from Osaic. Also 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 outcomes, documenting due diligence, and comparisons

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15:57

Talking Artificial Intelligence, with Zocks...

Osaic Technology Podcast ·

2025/07/29

Osaic's Mark Matheny meets with Zocks Co-Founder and CEO, Mark Gilbert. They discuss the world of artificial intelligence and how it is affecting financial services. Hear how Zocks AI can directly impact your financial business today, by saving time and by facilitating meaningful integrations with your current systems. Learn how you can turn client meetings into actional insights, clean up administrative work and simplify post-meeting processes. https://www.zocks.io/resources/osaic-onboarding

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24:08

Jump AI for Your Financial Business, with Guest Tobin...

Osaic Technology Podcast ·

2025/07/14

Jump AI has announced a recent partnership with Osaic, and now is the time to get going with introducing artificial intelligence into your financial practice. Our special guest, The Head of Sales Tobin Bennion from Jump AI, dives into multitude of reasons why you should engage with AI in your practice, and how it can benefit your relationship with your clients. Learn more about post client meeting workflows, high quality meeting summaries, and how to identify tasks. See if you too can save up to 10

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23:01

Osaic talks to GReminders: The Future of AI in...

Osaic Technology Podcast ·

2025/07/01

Eric Baumgardner, Osaic's Technology Solutions Consultant, talks with CEO & Founder Arnulf Hsu of GReminders about the extensive effect that artificial intelligence (AI) is having on the financial industry. Listen as they discuss deep integrations with CRMs and calendars, and how note-takers and summaries can be connected to eliviate the challenge of "data islands." Learn more at greminders.com/osaic

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24:27

Handling Life Events with Technology

Osaic Technology Podcast ·

2025/06/16

Osaic's Technology Solutions Consultant Aida Dillman speaks with a highly seasoned assistant about how technology platforms should be used when dealing with life events of your financial clients. Listen as they discuss platforms such as Redtail, MyRepchat, and PreciseFP. Also hear how digital signature can enhance your practice and make life much easier for your clients, increasing the loyalty and strength of your relationships.

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10:41

Using All of Your CRM for the Good

Osaic Technology Podcast ·

2025/05/30

Osaic's Technology Solutions Consultant Aida Dillman talks about how to use your CRM to the fullest capacity, to reduce costs, streamline processes and make the office run smoother. Hear expert tips on follow-ups, how to track progress and the importance of training on your CRM. Listen to Aida discuss using templates and how to create a meaningful measuring and reflecting process.

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22:57

Success: It Doesn't Come without Challenges

Osaic Technology Podcast ·

2025/05/14

Hear from author and business creator Derrick Girard as he speaks with Osaic's Mark Matheny about the challenges that he faced on his career path. Derrick shares his thoughts on the powers of adaptation, and also dives into the disputes and lawsuits that he faced. Learn how goals can empower you for success and what it means to "figure it out" in the workforce.

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08:08

Teamwork that Multiplies

Osaic Technology Podcast ·

2025/05/01

Technology Solutions Consultant Aida Dillman discusses how using the proper technology can multiply the rewards of successful teamwork. Listen as Aida talks about file sharing, online schedulers, AI (artificial intelligence) tools and real time messaging apps.

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12:14

Utilizing Technology to Manage Clients

Osaic Technology Podcast ·

2025/04/15

Osaic's Mananger of Technology Solutions Consulting, Mark Matheny, discusses the vital role of technology platforms to manage your financial clients. Mark gives excellent advice on handling life events using your CRM. Hear valuable instruction on using reminders, workflows, and customized templates. Learn how to best use tags and filters for segmentation.

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15:31

AI in My Practice: Could I? Should I?

Osaic Technology Podcast ·

2025/04/03

Expert financial technology consultant Eric Baumgardner from Osaic speaks about the latest news and updates about AI, artificial intelligence, as it relates to financial services. Hear him discuss regulatory compliance issues, data privacy and the interesting application of note-taking. What are "hallucinations" and why is that a concern? Eric talks about in-house versus integration services, as well as PII data versus using placeholders.

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08:02

Introducing New Technology to Your Clients

Osaic Technology Podcast ·

2025/03/18

Listen as Technology Solutions Consultant Eric Baumgardner shares strategies on how to introduce technology to your clients. Hear how to create an "inner script" while identifying pain points. Eric also shares excellent methods for rolling out and how to leverage your CRM to help with the process.

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10:17

Have You Considered All of These Wealth Technology...

Osaic Technology Podcast ·

2025/02/28

Technology Solutions expert Mark Matheny talks through a wide spectrum of all of the technologies that a financial advisor should be considering for their business. Mark shares insight into integrations, file-sharing, account aggregation and even using video in your business. Also hear some interesting points about text messaging with compliant solutions.

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101 results

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