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Osaic Technology Podcast

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...

Zocks AI, with EVP of Products Jim Hardiman

40 mins; March 26, 2026

Catchlight AI: We talk with CMO Daniel Gilmartin

33 mins; March 06, 2026

AI to Add Clarity to Estate Planning

10 mins; February 17, 2026

Carefull: Monitor the Financial Health of Aging Adults

8 mins; January 29, 2026

FINNY: Building Your Own Growth Engine

24 mins; January 27, 2026

5 High Impact Actions for your CRM

8 mins; January 14, 2026

Hardware Requirements for Now and into the New Year

13 mins; December 18, 2025

Productivity Management, with ClickUp

10 mins; December 02, 2025

Wealthbox's new AI Notetaker, with Director Andrew Ladwig

15 mins; November 19, 2025

1% Better Every Day, with Founder & Managing Partner Chip Kispert

27 mins; October 31, 2025

Superior Phone Service with VOIP... and more!

9 mins; October 15, 2025

Technology Expands Your Business

10 mins; September 22, 2025

Integrations: Helpful Definitions and More

8 mins; September 03, 2025

YCharts for Investment Research

36 mins; August 18, 2025

Talking Artificial Intelligence, with Zocks Co-Founder Mark Gilbert

15 mins; July 29, 2025

Jump AI for Your Financial Business, with Guest Tobin Bennion

24 mins; July 14, 2025

Osaic talks to GReminders: The Future of AI in Financial Services

23 mins; July 01, 2025

Handling Life Events with Technology

24 mins; June 16, 2025

Using All of Your CRM for the Good

10 mins; May 30, 2025

Success: It Doesn't Come without Challenges

22 mins; May 14, 2025

Teamwork that Multiplies

8 mins; May 01, 2025

Utilizing Technology to Manage Clients

12 mins; April 15, 2025

AI in My Practice: Could I? Should I?

15 mins; April 03, 2025

Introducing New Technology to Your Clients

8 mins; March 18, 2025

Have You Considered All of These Wealth Technology Options?

10 mins; February 28, 2025

How to Choose a CRM

10 mins; February 19, 2025

Copytalk: Secure, Reliable Notes

20 mins; January 29, 2025

eSignature is a Digital Expectation

8 mins; January 15, 2025

Hardware Requirements: What You Need to Know

20 mins; December 20, 2024

Remote Work: Doing It Right

25 mins; December 03, 2024

A Good Team: Cloud Storage and File Sharing

7 mins; November 19, 2024

Elevate Your Security, with Jay Peters

27 mins; November 07, 2024

Converting Your Paper Piles into Digital Assets

19 mins; October 17, 2024

Reports and Feeding - The Power of OneView

15 mins; September 30, 2024

The Convenience Tool: Online Scheduler

7 mins; September 20, 2024

A Secure, Focused and Efficient Practice

8 mins; September 03, 2024

Managing RMDs

8 mins; August 15, 2024

Online Scheduler: GReminder and Your Office

22 mins; July 31, 2024

Creating Barriers Against the Threats

7 mins; July 16, 2024

Tackle Data Gathering Differently with PreciseFP

47 mins; July 10, 2024

Client Meetings Part 3: Follow-Up Activities and Homework

19 mins; June 15, 2024

Client Meetings Part 2: Conducting with Purpose

21 mins; May 30, 2024

Client Meetings Part I: Review, Preparation & Execution of the Meeting

21 mins; May 15, 2024

NextPhase - the Ultimate Retirement Income Planning Platform

27 mins; May 02, 2024

Hubly Provides the Controls You Need

41 mins; April 15, 2024

Revolutionary Power of YCharts

34 mins; April 08, 2024

Business Phone: Make the Change to VOIP?

9 mins; March 06, 2024

Using Holistiplan to Speed Things Up

24 mins; February 20, 2024

Real-Time Convenience with File Sharing

9 mins; January 31, 2024

Compliant Texting with MyRepChat

19 mins; January 18, 2024

CRM Workflows: The Automation Machinery

9 mins; January 12, 2024

All About the SmartOffice CRM

25 mins; December 07, 2023

Get New Technology into Your Practice - It's Worth It

10 mins; November 15, 2023

Attending Conferences with Purpose and Getting Results

10 mins; October 17, 2023

Redtail CRM: Everything You Need to Know

29 mins; September 29, 2023

Amazing Power of Wealthbox CRM

21 mins; September 15, 2023

Artificial Intelligence: Expectations and the Future

13 mins; September 05, 2023

Talking Risk Tolerance

8 mins; August 22, 2023

Proper Questions to Ask When Choosing a New CRM

9 mins; August 01, 2023

Strategies for Selecting a New CRM

8 mins; July 17, 2023

All My Clients & All Their Accounts

11 mins; June 30, 2023

Innovate Your Business with Lesser Known Fintech Tools

10 mins; June 15, 2023

Prepping your Data for a New CRM

16 mins; June 09, 2023

Specialization and Role-Based Reporting

8 mins; May 23, 2023

Training: Equip Your Employees to Achieve

7 mins; April 19, 2023

Talking Through Consolidated Statement Reporting

12 mins; March 21, 2023

Being Sensitive and Professional with Client's Life Events

11 mins; March 07, 2023

Growing Confidence in your CRM Using These Questions

9 mins; February 16, 2023

Using Technology to Expand Your Business

27 mins; January 20, 2023

Because Client Emails Need an Upgrade

18 mins; January 03, 2023

Osaic Technology Podcast

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