Player FM - Internet Radio Done Right
Checked 4d ago
Ajouté il y a quatre ans
Contenu fourni par Osaic. Tout le contenu du podcast, y compris les épisodes, les graphiques et les descriptions de podcast, est téléchargé et fourni directement par Osaic ou son partenaire de plateforme de podcast. Si vous pensez que quelqu'un utilise votre œuvre protégée sans votre autorisation, vous pouvez suivre le processus décrit ici https://fr.player.fm/legal.
Player FM - Application Podcast
Mettez-vous hors ligne avec l'application Player FM !
Mettez-vous hors ligne avec l'application Player FM !
Podcasts qui valent la peine d'être écoutés
SPONSORISÉ
C
Cloud Realities
1:02:15
Lire Plus Tard
Lire Plus Tard
Des listes
J'aime
Aimé
1:02:15There is huge potential for the leverage of data (and AI) to provide the most modern Citizen digital experiences, but that has to be balanced with managing deep legacy challenges and, of course, security risk. In a special episode this week, Dave and Rob talk to Craig Suckling, UK Government Chief Data Officer about modern public services, the challenges and opportunities in unleashing data in a safe and secure way, how AI fits into all of this and how Governments can lead the way in secure and ethical AI implementation. TLDR: 01:56 The Chief Software Officer?! 05:40 Cloud conversation with Craig Suckling 57:55 Christmas with the kids and Lego! Guest: Craig Suckling: https://www.linkedin.com/in/craigsuckling/ Hosts: Dave Chapman: https://www.linkedin.com/in/chapmandr/ Rob Kernahan: https://www.linkedin.com/in/rob-kernahan/ Guest host Sandeep Kumar: https://www.linkedin.com/in/sandeepkumar99/ Production: Marcel van der Burg: https://www.linkedin.com/in/marcel-vd-burg/ Dave Chapman: https://www.linkedin.com/in/chapmandr/ Sound: Ben Corbett: https://www.linkedin.com/in/ben-corbett-3b6a11135/ Louis Corbett: https://www.linkedin.com/in/louis-corbett-087250264/ ' Cloud Realities' is an original podcast from Capgemini…
Osaic Technology Podcast
Tout marquer comme (non) lu
Manage series 2935250
Contenu fourni par Osaic. Tout le contenu du podcast, y compris les épisodes, les graphiques et les descriptions de podcast, est téléchargé et fourni directement par Osaic ou son partenaire de plateforme de podcast. Si vous pensez que quelqu'un utilise votre œuvre protégée sans votre autorisation, vous pouvez suivre le processus décrit ici https://fr.player.fm/legal.
Level 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 http://www.osaic.com for additional information. Securities and investment advisory services are offered through the firms: Osaic Wealth, Inc., Triad Advisors, LLC, Osaic Institutions, Inc., and Woodbury Financial Services, Inc., broker-dealers, registered investment advisers, and members of FINRA and SIPC. Securities are offered through Securities America, Inc., American Portfolios Financial Services, Inc., and Ladenburg Thalmann & Co., broker-dealers and member of FINRA and SIPC. Advisory services are offered through Arbor Point Advisors, LLC, American Portfolios Advisors, Inc., Ladenburg Thalmann Asset Management, Inc., Securities America Advisors, Inc., and Triad Hybrid Solutions, LLC, registered investment advisers. Advisory programs offered by Osaic Wealth, Inc., Securities America Advisors, Inc., Triad Advisors, LLC., and Woodbury Financial Services, Inc., are sponsored by VISION2020 Wealth Management Corp., an affiliated registered investment adviser. © Osaic, Inc. • osaic.com
…
continue reading
79 episodes
Tout marquer comme (non) lu
Manage series 2935250
Contenu fourni par Osaic. Tout le contenu du podcast, y compris les épisodes, les graphiques et les descriptions de podcast, est téléchargé et fourni directement par Osaic ou son partenaire de plateforme de podcast. Si vous pensez que quelqu'un utilise votre œuvre protégée sans votre autorisation, vous pouvez suivre le processus décrit ici https://fr.player.fm/legal.
Level 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 http://www.osaic.com for additional information. Securities and investment advisory services are offered through the firms: Osaic Wealth, Inc., Triad Advisors, LLC, Osaic Institutions, Inc., and Woodbury Financial Services, Inc., broker-dealers, registered investment advisers, and members of FINRA and SIPC. Securities are offered through Securities America, Inc., American Portfolios Financial Services, Inc., and Ladenburg Thalmann & Co., broker-dealers and member of FINRA and SIPC. Advisory services are offered through Arbor Point Advisors, LLC, American Portfolios Advisors, Inc., Ladenburg Thalmann Asset Management, Inc., Securities America Advisors, Inc., and Triad Hybrid Solutions, LLC, registered investment advisers. Advisory programs offered by Osaic Wealth, Inc., Securities America Advisors, Inc., Triad Advisors, LLC., and Woodbury Financial Services, Inc., are sponsored by VISION2020 Wealth Management Corp., an affiliated registered investment adviser. © Osaic, Inc. • osaic.com
…
continue reading
79 episodes
Tous les épisodes
×1 Hardware Requirements: What You Need to Know 20:22
20:22
Lire Plus Tard
Lire Plus Tard
Des listes
J'aime
Aimé
20:22Technology Solutions Consultant Eric Baumgardner talks about the critical aspects to hardware requirements for your computer needs as a financial professional. Eric will discuss vulnerabilities, upgrading your current machine, and your options as it pertains to Windows 10 and Windows 11. Also, hear him give advice in regards to how to choose a PC - what should you consider? Eric also talks about docking stations and what to look for.…
Technology Solutions Consultant Aida Dillman talks about the effective ways to initiate working remotely. Using proper software and maintaining proper security standards, remote office setups can actually introduce new levels of digital benefits.
Technology Solutions Consultant Aida Dillman from Osaic talks about the benefits of using cloud storage and file sharing as complimentary applications to one another. Hear how you can enhance your practice by improved synchronization of files, team collaboration, and better security.
1 Elevate Your Security, with Jay Peters 27:17
27:17
Lire Plus Tard
Lire Plus Tard
Des listes
J'aime
Aimé
27:17The data within your practice is invaluable and should be kept secure at all costs. Mark Matheny, Manager of the Technology Solutions Consulting Team at Osaic, speaks with Jay Peters, President and Co-Founder of Security Snapshot. Listen as they discuss the ever-growing need to defend against cyber attacks and how you can leverage a 3rd party to handle your hardware and software needs. Learn how to protect your clients, decommission hardware, plan deployments and other computer-related recommendations.…
1 Converting Your Paper Piles to Digital Assets 19:31
19:31
Lire Plus Tard
Lire Plus Tard
Des listes
J'aime
Aimé
19:31Technology Solutions Consultant Eric Baumgardner with Osaic talks through the process of converting all of your paper piles into digital assets that are safer, more easily accessed, and cleaner. Hear how going digital will increase the value of your practice and make team collaboration much easier and more accurate. Also hear valuable tips on shredding and disposing of old paper files, and how to do it properly.…
1 Reports and Feeding - The Power of OneView 15:32
15:32
Lire Plus Tard
Lire Plus Tard
Des listes
J'aime
Aimé
15:32Sr. Technology Solutions Consultant Eric Baumgardner with Osaic talks through the fundamentals of OneView. Hear useful information about creating statements, client reviews, types of reporting and how to feed your accounts into other systems.
Osaic's Mark Matheny, an expert in technology solutions, discusses the benefits of working your practice into an online scheduler. Hear about how it can reduce confusion, increase business value, and remove several friction points. Mark also talks about managing time, coordinating with colleagues and scalability topics.…
Technology Solutions Consultant Aida Dillman talks through the various ways that you can make dramatic, evolutionary changes to your financial practice. Hear useful advice on scaling tools, solid integrations, online schedulers, dictation software and texting solutions.
Technology Solutions Consultant Aida Dillman discusses using technology to track and manage your RMDs. This episode includes details on RMD calculators, onboarding integrations, preparing for client distributions and using your CRM.
1 Online Scheduler: GReminder and Your Office 22:39
22:39
Lire Plus Tard
Lire Plus Tard
Des listes
J'aime
Aimé
22:39Manager of Technology Solutions Consulting Team Mark Matheny has a chat with Mark Hill from GReminder about the power of the online scheduling tool and the potential it has to revolutionize your office. GReminder specializes in servicing the financial services industry, with integrations into both Redtail and Wealthbox CRMs. Listen to Mark and Mark as they talk about automations, deep and bi-directional integrations and more. For demos, trials and webinars, visit http://greminders.com/osaic .…
Cybersecurity tactics continue to evolve and threaten your ability to run a professional and safe business. Listen as Osaic's Manager of Technology Solutions Consulting Mark Matheny shares important insight into defending against identity theft, safeguarding intellectual property, and how to properly form a response plan and backup strategies.…
1 Tackle Data Gathering Differently with PreciseFP 47:27
47:27
Lire Plus Tard
Lire Plus Tard
Des listes
J'aime
Aimé
47:27Special guest Nora Gallegos from PreciseFP sits with Osaic's Eric Baumgardner to discuss the powerful features of this data gathering software. PreciseFP empowers financial advisors to engage clients effortlessly, eradicating manual data entry, and enhancing day-to-day operations efficiency so that they can provide top-tier customer service, easily. Hear about onboarding prospects, annual reviews, form libraries, risk tolerance and lead nurturing. Visit precisefp.com and enter promo code "promoosaic" for a 10% discount.…
1 Client Meetings Part 3: Follow-Up Activities and Homework 19:31
19:31
Lire Plus Tard
Lire Plus Tard
Des listes
J'aime
Aimé
19:31Technology Solutions Consultant Aida Dillman speaks with Amy Byars, Office Admin for Lifeplan Financial Advisors, in this 3-part series about client meetings. In Part 3, Amy shares insightful tips on creating 'homework' for you and also your clients. Learn how to implement effective follow-up strategies to produce the results you are looking for after the client meeting.…
1 Client Meetings Part 2: Conducting with Purpose 21:46
21:46
Lire Plus Tard
Lire Plus Tard
Des listes
J'aime
Aimé
21:46Technology Solutions Consultant Aida Dillman speaks with Amy Byars, Office Admin for Lifeplan Financial Advisors, in this 3-part series about client meetings. In Part 2, Amy discusses how to kick-off an impactful client meeting. Hear how to increase relatability and trust throughout the meeting. Learn strategies for taking notes and how to leverage your CRM to create "homework" for you and the client.…
1 Client Meetings Part I: Review, Preparation & Execution of the Meeting 21:19
21:19
Lire Plus Tard
Lire Plus Tard
Des listes
J'aime
Aimé
21:19Technology Solutions Consultant Aida Dillman speaks with Amy Byars, Office Admin for Lifeplan Financial Advisors, in this 3-part series about client meetings. In Part 1, Amy shares intuitive and intentional exercises that you should take prior to the client meeting. Listen in as Amy and Aida talk about texting, post cards, using templates and tag groups. Tune in to Part 2 to be published on May 30th.…
Bienvenue sur Lecteur FM!
Lecteur FM recherche sur Internet des podcasts de haute qualité que vous pourrez apprécier dès maintenant. C'est la meilleure application de podcast et fonctionne sur Android, iPhone et le Web. Inscrivez-vous pour synchroniser les abonnements sur tous les appareils.