Osaic Technology Podcast
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 will also share some details about the future, as well as current implementation strategies.
info_outline Hubly Provides the Controls You NeedOsaic Technology Podcast
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.
info_outline Revolutionary Power of YChartsOsaic Technology Podcast
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 partnerships, strategies and outcomes, documenting due diligence, and comparisons and analytics. Also learn how your portfolio management can be more easily tracked and compared using built-in tools.
info_outline Business Phone: Make the Change to VOIP?Osaic Technology Podcast
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.
info_outline Using Holistiplan to Speed Things UpOsaic Technology Podcast
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 about reducing manual entry, equity compensation, tax planning versus tax advice and more.
info_outline Real-Time Convenience with File SharingOsaic Technology Podcast
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 better transparency.
info_outline Compliant Texting with MyRepChatOsaic Technology Podcast
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 why you should be texting financial clients.
info_outline CRM Workflows: The Automation MachineryOsaic Technology Podcast
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.
info_outline All About the SmartOffice CRMOsaic Technology Podcast
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 include
info_outline Get New Technology into Your Practice - It's Worth ItOsaic Technology Podcast
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.
info_outlineTechnology 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 heights.