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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🇹🇭 Podcast about People in Thailand We keep it simple and discuss 3 MAIN Points: 1. What did you do before Thailand? 2. What brought you to Thailand? 3. What are you doing in Thailand? 🍄 Subscribe to this channel for New Podcasts EVERY TUESDAY 🍄 Check out of Mushrooms: https://fruitingbody.co.th/
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Wait Just an Infosec is a weekly hour-long cybersecurity-focused broadcast produced by SANS Institute, streamed live on LinkedIn and YouTube, Tuesdays at 10am ET and available to listen to in podcast format on Wednesdays. Our hosts and invited guests are a rotating lineup of SANS faculty members and experts across all infosec domains – some of the brightest minds in cybersecurity, with decades of experience as practitioners. Each week will offer thought-provoking, rich content for a full ran ...
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Welcome to The CU Lab with NAFCU Services. In each episode, we explore breaking innovations, industry insights, and growth ideas. Catch up with credit union thought-leaders on fintech, security, fraud prevention, and more. Are you ahead of the curve on risk management, and prepared for what’s to come? Is your credit union building the best digital experience to attract and engage members? Tune in to connect with the best intel in the industry.
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Your Listening SUPERPOWER podcast will help become a more impactful communicator by listening effectively and in surprising ways. Join your host and listening catalyst Raquel Ark to be inspired by listening researchers and professionals as we share tips and stories on how to work smarter and feel better by growing our listening superpower together. Your listening SUPERPOWER podcast is much more than listening. It’s practical knowledge and inspiration that you can use right away. If you’re th ...
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Why I Travelled to Thailand to Train Like a Pro Athlete? || JAY PATTO (E144)
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Join us for an exclusive conversation with Jay Patto, the head fitness coach and Combat Strength & Conditioning trainer at Tiger Muay Thai, Phuket, Thailand. In this episode of the Fruiting Body Podcast, Jay dives deep into the world of training in Phuket, Thailand, particularly in the renowned fitness district known as The Soi in Chalong. As the h…
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Converting Your Paper Piles to Digital Assets
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Technology Solutions Consultant Eric Baumgardner with Osaic talks through the process of converting all of your paper piles into digital assets that are safer, more easily accessed, and cleaner. Hear how going digital will increase the value of your practice and make team collaboration much easier and more accurate. Also hear valuable tips on shred…
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How To Buy a Home in Phuket as a Foreigner? || JOHN GIBBONS (E143)
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In this special episode of the Fruiting Body Podcast, we're excited to welcome back osteopath, lecturer, and author John Gibbons, who shares his experience with owning property in Phuket and developing a new condo in the Naiyang Beach area. If you’re thinking about buying a home in Phuket, this episode is a must-watch, packed with insider knowledge…
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Reports and Feeding - The Power of OneView
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Sr. Technology Solutions Consultant Eric Baumgardner with Osaic talks through the fundamentals of OneView. Hear useful information about creating statements, client reviews, types of reporting and how to feed your accounts into other systems.بقلم Geoff Severson
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Understanding the Power of Listening to Develop Your Prestige Influence as a Transformative Force
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Are you tired of being just another leader? Want to inspire your team, drive innovation, and build lasting relationships? The secret lies in a skill you may have overlooked: listening. Effective leadership often hinges on a surprising skill that can go unnoticed: listening. Raquel Ark shares that listening isn't just a soft skill; it's a powerful s…
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Osaic's Mark Matheny, an expert in technology solutions, discusses the benefits of working your practice into an online scheduler. Hear about how it can reduce confusion, increase business value, and remove several friction points. Mark also talks about managing time, coordinating with colleagues and scalability topics.…
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The Magic of Empathy and Non-Judgement in Creating Safe Spaces with Sebastian Kremser
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How can the power of empathy create deeper connections with others? And what are work hacks that create a safe space in teams? Sebastian Kremser is the host of Empathie Schenker, a podcast where he listens to guests with empathy and no judgment. Sebastian is a process facilitator who helps clients navigate dynamic and complex environments, addressi…
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COST of LIVING in THAILAND: An Expat's Story || KYLE SWART (E142)
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Kyle Swart’s journey to living in Phuket is not just a story of personal growth but also an eye-opener to the cost of living in Thailand. By day, he runs an online marketing agency in Phuket, and by night, he takes on a different role as a DJ, immersing himself in the local nightlife scene. His move from South Africa to Thailand highlights how affo…
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Phuket (THAILAND) THEN vs. NOW - What's Changed in +30 Years? || LINDSAY RENOLDS (E141)
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Discover Golfing Excellence in Phuket with Lindsay Renolds on the Fruiting Body Podcast In this episode, we sit down with Lindsay Renolds, a professional golfer from Canada, who now calls Phuket, Thailand home. Renolds, who has competed on the MENA Tour and various international golf circuits, shares his incredible journey of establishing Golf Hub …
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A Secure, Focused and Efficient Practice
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Technology Solutions Consultant Aida Dillman talks through the various ways that you can make dramatic, evolutionary changes to your financial practice. Hear useful advice on scaling tools, solid integrations, online schedulers, dictation software and texting solutions.بقلم Geoff Severson
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The Untold Story of Thailand's Pirates || COLIN MACKAY (E140)
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Join us for a compelling episode of the Fruiting Body Podcast as we journey through the intricate and often tumultuous history of Phuket and Thailand with Colin Mackay, a distinguished Scottish author and historian. Based in Phuket since 1998, Mackay's deep dive into the region's past offers unparalleled insights into some of the most significant a…
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Technology Solutions Consultant Aida Dillman discusses using technology to track and manage your RMDs. This episode includes details on RMD calculators, onboarding integrations, preparing for client distributions and using your CRM.بقلم Geoff Severson
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The Hidden RISKS of Investing in THAILAND Real Estate || SIMON CAUSTON (E139)
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Simon Causton, founder of Citadel Phuket, a leading property management company in Phuket, Thailand, brings a wealth of market knowledge and innovative strategies to the table. His vision for Citadel Phuket transcends typical real estate transactions, focusing on a seamless, client-centric experience that maximizes investment potential. In this epi…
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30 Days to Hormone Health: USA Expat in Thailand || NIKKI STEWART (E138)
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🌟 Balancing Hormones in 30 Days: Nikki's Incredible Journey in Thailand 🌟 In this episode of the Fruiting Body Podcast, we sit down with Nikki, a wellness enthusiast who shares her remarkable story of balancing her hormone levels in just 30 days while living in Thailand. 🌴 Nikki's journey is a testament to the incredible healing power of health pra…
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Online Scheduler: GReminder and Your Office
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Manager of Technology Solutions Consulting Team Mark Matheny has a chat with Mark Hill from GReminder about the power of the online scheduling tool and the potential it has to revolutionize your office. GReminder specializes in servicing the financial services industry, with integrations into both Redtail and Wealthbox CRMs. Listen to Mark and Mark…
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The Untold Travel Mysteries of Thailand || JAMES POWER (E137)
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🌟 Discover the Mysteries of Traveling in Thailand with Irish Boxer James Power 🌟 Join us for an exciting episode of the Fruiting Body Podcast featuring James Power, an exceptional professional Irish boxer making waves in the boxing world. Born and raised in Cork, Ireland, James became Ireland’s youngest professional boxer at just 17 years old. With…
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Cybersecurity tactics continue to evolve and threaten your ability to run a professional and safe business. Listen as Osaic's Manager of Technology Solutions Consulting Mark Matheny shares important insight into defending against identity theft, safeguarding intellectual property, and how to properly form a response plan and backup strategies.…
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Tackle Data Gathering Differently with PreciseFP
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Special guest Nora Gallegos from PreciseFP sits with Osaic's Eric Baumgardner to discuss the powerful features of this data gathering software. PreciseFP empowers financial advisors to engage clients effortlessly, eradicating manual data entry, and enhancing day-to-day operations efficiency so that they can provide top-tier customer service, easily…
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Young THAI GIRL Entrepreneur SUCCESS STORY || PEARL WP (E136)
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Young Thai Girl Entrepreneur Shines in the Supplement Industry - Featuring Pearl, Founder of Bruce Supplements. Meet Siwanad Tampanon, known to her fans as Pearl, a young Thai girl entrepreneur who is making waves in the supplement industry. Born and raised in Phuket, Thailand, Pearl's passion for health and wellness led her to create Bruce Supplem…
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Navigating Digital Change by Leaning Into Tech and Expanding a Human Touch with Agathe Daae-Qvale
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Many organizations struggle to balance technical project demands with the human elements essential for successful change. This gap often leads to inefficiencies, low morale, and failed initiatives, despite thorough planning and structured processes. Ignoring the emotional aspects of teams prevents companies from unlocking their workforce's full pot…
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The CRAZIEST Triad Gangster FIGHT Story || FLASH DADDY (E135)
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Flash Daddy, a former Triad Gangster from Hong Kong, shares his incredible journey from gang life to becoming a professional Muay Thai fighter in Thailand. Growing up in Hong Kong, Flash faced constant bullying, which led him to join the notorious Triads. After countless street fights and dangerous encounters, he left his gangster past behind to pu…
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Why He Escaped THIS COUNTRY and MOVED to THAILAND? || MATT FOX (E134)
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Meet Matt Fox, a dedicated father, husband, and cancer survivor, committed to reshaping fitness for individuals restricted by time, accessibility, and the misconception that gym membership is essential. With over 600,000 followers on Instagram, Matt Fox has become a viral revolutionary in the fitness industry. He started Bodyweight Built which focu…
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Meeting & Exceeding Member Expectations with Open Banking l FIS 2024
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Thank you for joining us for another episode of the CU Lab. I’m Madeline Kronfeld with America’s Credit Unions, and today I am sitting down with Parijat Sinha, Head of Ecosystem Products at FIS, to talk about Meeting & Exceeding Member Expectations with Open Banking. Join FIS expert Parijat Sinha for an informative session to explore: what is drivi…
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2024 Mid-Year Fraud Review l Allied Solutions 2024
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Thank you for joining us for another episode of the CU Lab. I’m Madeline Kronfeld with America’s Credit Unions, and today, I am sitting down with Zach Douglass, Director of Bond & Risk Management at Allied Solutions, to review fraudulent activities in 2024. Join Allied Solutions expert Zach Douglass for an informative session to explore: the types …
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The Evolving Role of the CISO: From Technical Expert to Strategic Leader l DefenseStorm 2024
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Thank you for joining us for another episode of the CU Lab. I’m Madeline Kronfeld with America’s Credit Unions, and today I am sitting down with William Wetherill, Chief Information Security Officer at DefenseStorm, to talk about The Evolving Role of the CISO: From Technical Expert to Strategic Leader. William, it’s great speaking with you, and tha…
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Client Meetings Part 3: Follow-Up Activities and Homework
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Technology Solutions Consultant Aida Dillman speaks with Amy Byars, Office Admin for Lifeplan Financial Advisors, in this 3-part series about client meetings. In Part 3, Amy shares insightful tips on creating 'homework' for you and also your clients. Learn how to implement effective follow-up strategies to produce the results you are looking for af…
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The Fisherman's Path to Leadership: Lessons in Listening and Resilience with Oleg Konovalov
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Do you find yourself struggling to navigate through the storms of life, both personally and professionally? It's easy to get lost amidst the distractions and challenges, leaving us feeling disconnected and unfulfilled. But there is a way to find clarity amidst the chaos: by listening to the voice of our own intuition and harnessing our inner streng…
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THAILAND'S HEAT WAVE: Where to Move Next? || KEIS ONE (E133)
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Prepare to embark on a journey with Adam Jones, the Australian born travel vlogger and content creator behind the popular YouTube channel @keisone Adam has been sharing his travel experiences, showcasing the stunning beauty of Thailand and from time to time other nearby Asian countries such as; Philippines, China and Japan. Born and raised in Austr…
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Gallagher Executive Compensation and Benefits Survey l Gallagher 2024
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19:10
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Thank you for joining us for another episode of the CU Lab. I’m Madeline Kronfeld, with America’s Credit Unions and I’ll be your moderator. Today I am sitting down with Liz Santos, Chief of Staff at Gallagher, and we are going to talk about the annual Gallagher Executive Compensation and Benefits Survey. It’s one of the credit union industry’s prem…
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Democratizing AI: Powerful Regulatory Compliance for Every Financial Institution l Wolters Kluwer 2024
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Thank you for joining us for another episode of the CU Lab. I’m Madeline Kronfeld with America’s Credit Unions, and I’ll be your moderator. Today, I am sitting down with Aoife May, Market Manager of Compliance Program Management for Wolters Kluwer, who is a trusted leader in compliance management. Today we’re going to talk about Democratizing AI: P…
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Client Meetings Part 2: Conducting with Purpose
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Technology Solutions Consultant Aida Dillman speaks with Amy Byars, Office Admin for Lifeplan Financial Advisors, in this 3-part series about client meetings. In Part 2, Amy discusses how to kick-off an impactful client meeting. Hear how to increase relatability and trust throughout the meeting. Learn strategies for taking notes and how to leverage…
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Artificial Intelligence vs. Emotional Intelligence l TruStage 2024
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Thank you for joining us for another episode of the CU Lab. I’m Madeline Kronfeld with America’s Credit Unions, and I’ll be your moderator. Today I am sitting down with Karan Kashyap, Chief Executive Officer of Posh AI, and Sam Das, Managing Director of TruStage Ventures, and today we are going to talk about Artificial Intelligence vs Emotional Int…
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The Dark Triad: Recognizing, Understanding, and Navigating Co-workers with High Narcissism, Machiavellianism, and Psychopathy with Jon Gruda
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In the workplace, we encounter various personalities, some more challenging than others. Traits like narcissism, Machiavellianism, and psychopathy among colleagues or leaders can significantly impact workplace dynamics, leading to conflicts, manipulation, and toxicity within teams. Recognizing and understanding these traits can help you navigate su…
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Manufactured Housing for Home Buyers l Triad 2024
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Thank you for joining us for another episode of the CU Lab. I’m Madeline Kronfeld with America’s Credit Unions, and I’ll be your moderator. Today I am sitting down with Keith Stayer, Executive Vice President at Triad Financial Services – a specialty finance company serving the manufactured housing industry since 1959. Today, we are going to talk ab…
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How Credit Unions Can Win in 2024 l Upstart 2024
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Thank you for joining us for another episode of the CU Lab. I’m Madeline Kronfeld with America’s Credit Unions, and I’ll be your moderator. Today, I am sitting down with Barry Roach and Drew Megrey, Senior Account Managers at Upstart, and we’re going to discuss How Credit Unions Can Win in 2024. Barry Roach and Drew Megrey, Senior Account Managers …
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How to Manage Overdraft with a Fairness First Approach l Velocity Solutions 2024
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Thank you for joining us for another episode of the CU Lab. I’m Madeline Kronfeld with America’s Credit Unions, and I’ll be your moderator. Today, I am sitting down with Christopher Leonard, Chief Executive Officer at Velocity Solutions, and we are going to talk about putting fairness first in your overdraft strategy. Join Velocity Solutions expert…
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Client Meetings Part I: Review, Preparation & Execution of the Meeting
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Technology Solutions Consultant Aida Dillman speaks with Amy Byars, Office Admin for Lifeplan Financial Advisors, in this 3-part series about client meetings. In Part 1, Amy shares intuitive and intentional exercises that you should take prior to the client meeting. Listen in as Amy and Aida talk about texting, post cards, using templates and tag g…
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NextPhase - the Ultimate Retirement Income Planning Platform
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Manager Technology Solutions Consultant Mark Matheny sits with Aaron Winters, Sr. Consultant with the Retirement and Income Planning team, to discuss in-depth details about NextPhase. NextPhase is a streamlined retirement income planning software and support package. Here Aaron describe how to be more proficient and profitable using NextPhase. He w…
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Allied - Covering Your Assets: The Bottom Line on Tracing and Collateral Protection l Allied 2024
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Thank you for joining us for another episode of the CU Lab. I’m John Ross with America’s Credit Unions, and today I am sitting down with Scott Myers, 2nd VP of Operations at Allied Solutions, and Mike Batchelor, 2nd VP of Risk Management Product at Allied, to talk about Covering your assets, specifically tracking and collateral protection. Join All…
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Thai Girls ONLY Want Money: The Shocking Truth of Running a Harem in Thailand | TONY HUGE (E132)
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Meet Dr. Tony Huge, a lawyer turned underground researcher who has invested millions of dollars in conducting groundbreaking biohacking experiments. Tony Huge is a biohacking scientist who's revolutionizing the performance of top athletes and entrepreneurs worldwide. Driven by a passion for pushing the boundaries of human potential, he's the go-to …
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Blind Spots in the Boardroom l DDJ Myers 2024
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Thank you for joining us for another episode of the CU Lab. I’m Madeline Kronfeld, with America’s Credit Unions and I’ll be your moderator. Today I am sitting down with Deedee Myers, CEO of DDJ Myers, and Peter Myers, Senior Vice President at DDJ Myers, and we are going to talk about Blind Spots in the Boardroom. Join DDJ Myers experts Deedee Myers…
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Listening for Candor: Building Trust to Bridge Power Divides with Peter Yaholkovsky
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It's easy to feel drowned out, overlooked, or even silenced amidst the clamor of opinions and power plays. But what if, amid this chaos, we dared to pause and embrace a far reaching act—the profound power of listening? Imagine a world where instead of engaging in heated debates, we develop genuine, attentive listening. Not merely hearing words, but…
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Operational Agility: Key Factors for Success in 2024 and Beyond l SRM 2024
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Thank you for joining us for another episode of the CU Lab. I’m Madeline Kronfeld, with America’s Credit Unions and I’ll be your moderator. Today I am sitting down with Mark Mrva, Senior Director of Community Financial Institutions at SRM, and Mike Langenkamp, Director of Community Financial Institutions at SRM, and we are going to talk about opera…
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Better Listening: From Surface Conversations to Empathic Meaningful Dialogues with Stan Slovin
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How often do you catch yourself merely waiting for your turn to respond, not really noticing or even caring about what the other person is trying to communicate. This reactive mode of communication often stifles genuine expression, preventing us from fully emptying our thoughts and emotions. Consequently, a lack of authentic listening extends to va…
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Hubly Provides the Controls You Need
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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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13 YEARS DIGITAL NOMAD in THAILAND & WHY HE is LEAVING || HEINRICH BADENHORST (E131)
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Experience the vibrant journey of Heinrich Badenhorst, a seasoned marketing specialist and the visionary director behind NewMadic Media, nestled in the heart of Phuket, Thailand. Born and bred in Pretoria, South Africa, Hans embarked on an exhilarating odyssey after university, immersing himself in diverse cultures through teaching English, fortifi…
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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 outcome…
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Mergers and Acquisitions: Unifying Two Different Executive Total Compensation and Benefits Programs l Gallagher 2024
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Thank you for joining us for another episode of the CU Lab. I’m Randy Salser with America’s Credit Unions, and today I am sitting down with Liz Santos, Chief of Staff, Executive Benefits Practice at Gallagher, to talk about Mergers and Acquisitions, and unifying Two Different Executive Total Compensation and Benefits Programs. Join Gallagher expert…
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Listening to the Pulse in Leadership with Clint Calleja
49:21
49:21
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49:21
It's easy to overlook the power of listening to and reflecting on the pulse of the team, encouraging genuine connection and understanding. Before moving ahead towards our goals, why not take a moment to take a pulse of the collective team energy, ensuring alignment and fostering a more empathetic environment? As the Director of Engineering at Hotja…
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SECRETS to HIGH-PERFORMANCE COACHING & BREATHWORK in THAILAND || PAT DIVILLY (E130)
1:09:29
1:09:29
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Pat Divilly, a renowned high-performance coach, breathwork teacher, and acclaimed author of Fit Mind, traces his journey from his roots in Ireland, where his passion for fitness ignited during his formative years, imbuing him with unwavering confidence. From the moment he stepped into the gym at fifteen, he knew it was his destined path. After honi…
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