Osaic Technology podcast

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Action Academy | Replace The Job You Hate With A Life You Love

1
How To Replace A $100,000+ Salary Within 6 MONTHS Through Buying A Small Business w/ Alex Kamenca & Carley Mitus 57:50

منذ 1 year57:50

التشغيل لاحقا

قوائم

إعجاب

احب

57:50

Alex (@alex_kamenca) and Carley (@carleymitus) are both members of our Action Academy Community that purchased TWO small businesses last thursday! Want To Quit Your Job In The Next 6-18 Months Through Buying Commercial Real Estate & Small Businesses? 👔🏝️ Schedule A Free 15 Minute Coaching Call With Our Team Here To Get "Unstuck" Check Out Our Bestselling Book : From Passive To Passionate : How To Quit Your Job - Grow Your Wealth - And Turn Your Passions Into Profits Want A Free $100k+ Side Hustle Guide ? Follow Me As I Travel & Build: IG @brianluebben ActionAcademy.com…

Osaic Technology Podcast

منزل السلاسل•Feed

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 Financial Services, Inc., broker-dealers, registered investment advisers, and members of FINRA and SIPC. Securities are offered through Securities America, Inc., American Portfolios Financial Services, Inc., and Ladenburg Thalmann & Co., broker-dealers and member of FINRA and SIPC. Advisory services are offered through Arbor Point Advisors, LLC, American Portfolios Advisors, Inc., Ladenburg Thalmann Asset Management, Inc., Securities America Advisors, Inc., and Triad Hybrid Solutions, LLC, registered investment advisers. Advisory programs offered by Osaic Wealth, Inc., Securities America Advisors, Inc., Triad Advisors, LLC., and Woodbury Financial Services, Inc., are sponsored by VISION2020 Wealth Management Corp., an affiliated registered investment adviser. © Osaic, Inc. • osaic.com

87 حلقات

#Trading #Business #Advisorgroup #Cybersecurity #Finance #Financial #Financialadvisor #Technology #Osaic #Security #Investing #Network

Osaic Technology Podcast

updated منذ 8 أيام

منزل السلاسل•Feed

87 حلقات

#Trading #Business #Advisorgroup #Cybersecurity #Finance #Financial #Financialadvisor #Technology #Osaic #Security #Investing #Network

كل الحلقات

1
Teamwork that Multiplies 8:08

منذ 8 أيام8:08

8:08

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.

1
Utilizing Technology to Manage Clients 12:14

منذ 24 يومًا12:14

12:14

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.…

1
AI in My Practice: Could I? Should I? 15:31

منذ 5 weeks15:31

15:31

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.…

1
Introducing New Technology to Your Clients 8:02

منذ 7 weeks8:02

8:02

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.

1
Have You Considered All of These Wealth Technology Options? 10:17

منذ 10 weeks10:17

10:17

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.…

1
How to Choose a CRM 10:20

منذ 11 weeks10:20

10:20

Technology Solutions expert Mark Matheny from Osaic talks about the importance of using a CRM, and how to select one that will fit your business. Listen as Mark discusses topics such as scalability, support teams, back-ups and compliance. Also learn how to properly consider segmentation features and how the setup and install processes are expected to go.…

1
Copytalk: Secure, Reliable Notes 20:31

منذ 14 weeks20:31

20:31

Technology Solutions Consultant Aida Dillman speaks with Jason Peplinski, Vice President of FP Wealth Management, Inc., located in Lincoln, Nebraska, about the usage of Copytalk in his financial business. Jason has over 8 years experience using Copytalk and describes how it has transformed the way his office conducts client interactions. Jason also shares some insight into integrations, not only with other applications, but with every day business routines.…

1
eSignature is a Digital Expectation 8:32

منذ 16 weeks8:32

8:32

Technology Solutions Consultant Aida Dillman describes the importance of using digital signatures for an optimal client experience. eSignature increases efficiency, accuracy, and timing. Hear how eSignature can impact your regulatory compliance while cutting costs. Use digital signatures for onboarding new clients, creating contracts, and more.…

1
Hardware Requirements: What You Need to Know 20:22

منذ 20 weeks20:22

20:22

Technology Solutions Consultant Eric Baumgardner talks about the critical aspects to hardware requirements for your computer needs as a financial professional. Eric will discuss vulnerabilities, upgrading your current machine, and your options as it pertains to Windows 10 and Windows 11. Also, hear him give advice in regards to how to choose a PC - what should you consider? Eric also talks about docking stations and what to look for.…

1
Remote Work: Doing It Right 25:14

منذ 22 weeks25:14

25:14

Technology Solutions Consultant Aida Dillman talks about the effective ways to initiate working remotely. Using proper software and maintaining proper security standards, remote office setups can actually introduce new levels of digital benefits.

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A Good Team: Cloud Storage and File Sharing 7:34

منذ 24 weeks7:34

7:34

Technology Solutions Consultant Aida Dillman from Osaic talks about the benefits of using cloud storage and file sharing as complimentary applications to one another. Hear how you can enhance your practice by improved synchronization of files, team collaboration, and better security.

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Elevate Your Security, with Jay Peters 27:17

منذ 26 weeks27:17

27:17

The data within your practice is invaluable and should be kept secure at all costs. Mark Matheny, Manager of the Technology Solutions Consulting Team at Osaic, speaks with Jay Peters, President and Co-Founder of Security Snapshot. Listen as they discuss the ever-growing need to defend against cyber attacks and how you can leverage a 3rd party to handle your hardware and software needs. Learn how to protect your clients, decommission hardware, plan deployments and other computer-related recommendations.…

1
Converting Your Paper Piles to Digital Assets 19:31

منذ 29 weeks19:31

19:31

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 shredding and disposing of old paper files, and how to do it properly.…

1
Reports and Feeding - The Power of OneView 15:32

منذ 32 weeks15:32

15:32

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.

1
The Convenience Tool: Online Scheduler 7:33

منذ 33 weeks7:33

7:33

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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