Vanilla: Your Next Growth Engine, with CRO Marc Dorfman
Osaic Technology Podcast
Osaic's Aida Dillman speaks with Chief Revenue Officer Marc Dorfman about the powerful tool - Vanilla - and what it can do to revolutionize your practice. Marc shares how to rethink estate planning, and really think about multi-generational planning leveraging AI. Create summary docs in minutes, saving time for more critical, beneficial tasks around the office. Visit for more information.
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Risr: The Tool to Master the Business Owner Clients
Osaic Technology Podcast
Mark Matheny from Osaic talks with Risr Founder and CEO Jason Early about how to efficiently and effectively manage your business owner clients. Jason describes the tools found within Risr that can deliver business valuation, succession & exit planning, and serve risk management insights.
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Solving the Swivel Chair Problem with Wealth.com's Planning Solution
Osaic Technology Podcast
Osaic's Aida Dillman meets with Danny Lohrfink, Co-Founder and Chief Product Officer at Wealth.com, who shares valuable information about how their tool can assist in your financial practice. Danny talks about estate planning to income tax planning and how you can offer a broader suite of services. Solve the "swivel chair problem" by using the advanced AI tools in Wealth.com, including auto-generation of flowcharts.
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Trust & Will Estate Planning, with Cody Barbo
Osaic Technology Podcast
Osaic's Eric Baumgardner speaks with Cody Barbo from Trust & Will. Cody is the Founder and Chief Executive Officer of Trust & Will. Since starting Trust & Will in 2017, he has worked endlessly to make estate planning an affordable and inclusive option for all American families. Hear about tax planning reports, AI assistance for client meetings and how to handle the emotional side.
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Simplifying AI in Financial Practices
Osaic Technology Podcast
Manager of Technology Solutions Consultants Mark Matheny with Osaic breaks down Artificial Intelligence as it relates to financial practices. Mark describes the differences between machine learning, generative AI, and agentic AI, making it easy to understand. He will describe the potential rewards of using AI, but also the various things that AI can not and should not do! What categories of AI tools are most financial professionals adopting, and why?
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Prospecting AI Tool Wealthfeed, with Rylan Folts
Osaic Technology Podcast
Wealthfeed is a powerful AI prospecting tool that can help you create a variety of strategies, while owning your own data and integrating with your CRM. Osaic's Eric Baumgardner speaks with the Co-Founder of Wealthfeed, Rylan Folts, as they talk about aggregations, exclusivity issues, unique email outreach, and how to use your "great data."
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Technology & Business Strategy Alignment, with Karen Keithley
Osaic Technology Podcast
Manager of Technology Solutions Consultants Mark Matheny talks with Sr. Business Consultant Karen Keithley about the importance of syncing up your technology platforms to your business strategies. At Osaic, our two teams of experts work in harmony to bring about the best experience for you and your clients, in your financial business. Learn where to show up in your client experience, how to gauge innovation in the product shelf, and other inflection points that are common intersections for our two teams. Contact information: Technology Solutions Consulting team: ...
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Aidentified's General Manager Dan Cavanaugh: Don't Guess Who to Reach Out To
Osaic Technology Podcast
Osaic's Aida Dillman sits down with the General Manager and Head of Wealth Management at Aidentified, Dan Cavanaugh. Dan shares valuable insight into how your data is incredibly useful if applied properly. Aidentified can take the guesswork out of who to work with, who to reach out to. Create timely and relevant insights using data signals.
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Definitive Consistency and Reducing Friction Points: Online Schedulers
Osaic Technology Podcast
Manager Technology Solutions Consultant Mark Matheny from Osaic talks through the value of using an online scheduler in your financial practice. Hear Mark talk about the burdens of calendaring and how using this technology will reduce those friction points. Look for improved documentation and tracking and more effective prospecting interactions.
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Talking Zocks AI with Jim Hardeman, EVP, Product
Osaic Technology Podcast
Osaic's Eric Baumgardner chats with Jim Hardeman, EVP, Product, with Zocks AI. They discuss the massive growth of AI tools within financial services. Learn about the various forms of AI. How you can create time savers. Using AI with your emails. Cleaning your data. The long list of benefits to the staff.
info_outlineOsaic'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.