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 | InvestingBusiness | |||
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Latest Episodes
Osaic's Mark Matheny interviews the Founder & Managing Partner of Beacon Strategies, Chip Kispert, who shares the importance of transformation, trust and technology in financial businesses. Chip also talks about the need for improving your data quali... more
Technology expert Mark Matheny discusses the ease of moving your office from outdated phone systems to the more superior service of VOIP. What is the technology and why should you convert your office to it? Mark explains the features, such as superio... more
Technology Solutions Consultant Aida Dillman talks about the technology that can be used to intentionally expand your business. Aida discusses automation, scheduling, and other strategies to get your started. Also hear how technology can be used to i... more
Listen as Technology Solutions Consultant Aida Dillman from Osaic talks about the importance of integrations. Aida defines what integrations are, the three major types, and what steps you can take to use them in your practice. With integrations, you ... more
Hear the latest updates on YCharts from Eric Baumgardner, a Technology Solutions Consultant from Osaic.
Also in this episode, learn about the amazing features and capabilities of YCharts - an all-in-one platform for investment research. Special gue... more
Osaic's Mark Matheny meets with Zocks Co-Founder and CEO, Mark Gilbert. They discuss the world of artificial intelligence and how it is affecting financial services. Hear how Zocks AI can directly impact your financial business today, by saving time ... more
Jump AI has announced a recent partnership with Osaic, and now is the time to get going with introducing artificial intelligence into your financial practice. Our special guest, The Head of Sales Tobin Bennion from Jump AI, dives into multitude of re... more
Eric Baumgardner, Osaic's Technology Solutions Consultant, talks with CEO & Founder Arnulf Hsu of GReminders about the extensive effect that artificial intelligence (AI) is having on the financial industry. Listen as they discuss deep integrations wi... more
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| Listeners per Episode | Gender Skew | Location | |||
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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. The Joe Rogan Experience
5. The Way I Heard It with Mike Rowe
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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