Osaic Technology Podcast

Technology 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.

Technology Solutions Consultant Mark Matheny from Advisor Group shares insightful skills and techniques when considering the proper consolidated statement reporting tools. Listen as Mark discusses how certain tools operate and how to best leverage them when interacting with your clients. Hear useful information on data consolidation sources, client portals and using filters to generate advisor rep...

In any profession where you interact directly with clients, being organized is they key to being professional and sensitive during life events. Listen as Technology Solutions Consultant Jonathan Belair discusses the power of a CRM to document your interactions and capture relevant data. Hear how you can use automated workflows to make your office run smoother. Mr. Belair also shares excellent insi...

In this episode, Jonathan Belair meets with Phung Van and Marcus Riviera who have made dramatic improvements to their business over the past year. Learn from Phung how to tackle your list of technological issues, working through issues such as account opening, e-signature and creating appointments. Hear how to establish a focal point, knowing where to drive your business.

In this episode, listen as Technology Solutions Consultant Eric Baumgardner speaks with Quinn Wright, who has revolutionized his client communication with the introduction of video. Hear how Quinn uses video to relay instructions and other information in concise, quality messages. Learn how the video tools can also help you avoid phone tag by using timestamps and confirmations.