Libsyn Directory

Handling Life Events with Technology

Osaic Technology Podcast

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.

Using All of Your CRM for the Good

Osaic Technology Podcast

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.

Success: It Doesn't Come without Challenges

Osaic Technology Podcast

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.

Teamwork that Multiplies

Osaic Technology Podcast

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.

Utilizing Technology to Manage Clients

Osaic Technology Podcast

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.

AI in My Practice: Could I? Should I?

Osaic Technology Podcast

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.

Introducing New Technology to Your Clients

Osaic Technology Podcast

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.

Have You Considered All of These Wealth Technology Options?

Osaic Technology Podcast

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.

How to Choose a CRM

Osaic Technology Podcast

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.

Copytalk: Secure, Reliable Notes

Osaic Technology Podcast

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.

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