Osaic Technology Podcast
OsaicLevel 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 www.osaic.com for additional information. Securities and investment advisory services are offered ... more
| Publishes | Twice monthly | Episodes | 80 | Founded | 6 years ago |
|---|---|---|---|---|---|
| Number of Listeners | Categories | BusinessInvesting | |||
Listen to this Podcast
Latest Episodes
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... more
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 wh... more
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 ... more
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. Clea... more
Osaic's Manager of Technology Solutions Consultant Mark Matheny sits down with the CMO from Catchlight AI Daniel Gilmartin and talks about the fast-growing application of artificial intelligence in today's fintech world. Hear them talk about organc g... more
Artificial intelligence (AI) has powerful capabilities that can enhance your practice when leveraged properly. Technology solutions expert Mark Matheny from Osaic talks about how AI can add clarity to your practice when related to estate planning. Li... more
Technology Solutions Consultant Aida Dillman describes the power of Carefull - a financial monitoring agent that helps protect your loved ones. Aida talks about account tracking, the ability to share monitoring and bill payments. Listen to real-life ... more
Osaic's Eric Baumgardner visits with FINNY Co-Founder Eden Ovadia as they discuss the incredible power of FINNY. Listen as they talk about organic growth strategy, contact enrichment, content creation and approvals. See how you can grab additional in... more
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| Listeners per Episode | Gender Skew | Location | |||
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| Household Income | Social Media Reach | ||||
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Which podcasts are similar to Osaic Technology Podcast?
These podcasts share a similar audience with Osaic Technology Podcast:
1. Weekly Market Impact
2. Kitces and Carl - Real Talk for Real Financial Advisors
3. All-In with Chamath, Jason, Sacks & Friedberg
4. Exchanges
5. The Joe Rogan Experience
How many episodes of Osaic Technology Podcast are there?
Osaic Technology Podcast launched 6 years ago and published 80 episodes to date. You can find more information about this podcast including rankings, audience demographics and engagement in our podcast database.
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