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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 Woodbu ...
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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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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 partnership…
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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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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 ab…
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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 b…
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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 …
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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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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 include저자 Geoff Severson
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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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Attending Conferences with Purpose and Getting Results
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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 …
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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 …
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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 relat…
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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.저자 Geoff Severson
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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.저자 geoff severson
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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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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.저자 Geoff Severson
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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.저자 Geoff Severson
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Innovate Your Business with Lesser Known Fintech Tools
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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.저자 Geoff Severson
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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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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…
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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 heigh…
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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…
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Being Sensitive and Professional with Client's Life Events
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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 r…
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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 u…
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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…
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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…
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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 us…
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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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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…
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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 s…
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저자 Geoff Severson
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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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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…
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Technologically Speaking - You Should Trust the Fresh Set of Eyes
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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 Gro…
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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…
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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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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 t…
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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 mobil…
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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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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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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, br…
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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. He…
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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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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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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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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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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, …
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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 ma…
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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 a…
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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, a…
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