Technol-AG Podcast: Recent Episodes
Advisor Group
Level up your business with technology solutions to increase productivity, improve client service, and uncover opportunities for growth. Advisor Group's Technol-AG podcast offers best practices to help you learn, adapt, and implement technology to thrive as an independent financial professional.
Visit http://www.advisorgroup.com for additional information.
Securities and investment advisory services are offered through the firms: FSC Securities Corporation, Royal Alliance Associates, Inc., SagePoint Financial, Inc., Triad Advisors, LLC, and Woodbury Financial Services, Inc., broker-dealers, registered investment advisers, and members of FINRA and SIPC. Securities are offered through Securities America, Inc., a broker-dealer and member of FINRA and SIPC. Advisory services are offered through Arbor Point Advisors, LLC, Ladenburg Thalmann Asset Management, Inc., Securities America Advisors, Inc., and Triad Hybrid Solutions, LLC, registered investment advisers. Advisory programs offered by FSC Securities Corporation, Royal Alliance Associates, Inc., SagePoint Financial, Inc., and Woodbury Financial Services, Inc., are sponsored by VISION2020 Wealth Management Corp., an affiliated registered investment adviser. Advisor Group, Inc. is an affiliate of these firms.
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Osaic's Aida Dillman speaks with Chief Revenue Officer Marc Dorfman about the powerful tool - Vanilla - and what it can do to revolutionize your practice. Marc shares how to rethink estate planning, and really think about multi-generational planning leveraging AI. Create summary docs in minutes, saving time for more critical, beneficial tasks around the office.
Visit JustVanilla.com for more information.
Mark Matheny from Osaic talks with Risr Founder and CEO Jason Early about how to efficiently and effectively manage your business owner clients. Jason describes the tools found within Risr that can deliver business valuation, succession & exit planning, and serve risk management insights.
Osaic's Aida Dillman meets with Danny Lohrfink, Co-Founder and Chief Product Officer at Wealth.com, who shares valuable information about how their tool can assist in your financial practice. Danny talks about estate planning to income tax planning and how you can offer a broader suite of services. Solve the "swivel chair problem" by using the advanced AI tools in Wealth.com, including auto-generation of flowcharts.
Osaic's Eric Baumgardner speaks with Cody Barbo from Trust & Will. Cody is the Founder and Chief Executive Officer of Trust & Will. Since starting Trust & Will in 2017, he has worked endlessly to make estate planning an affordable and inclusive option for all American families. Hear about tax planning reports, AI assistance for client meetings and how to handle the emotional side.
Manager of Technology Solutions Consultants Mark Matheny with Osaic breaks down Artificial Intelligence as it relates to financial practices. Mark describes the differences between machine learning, generative AI, and agentic AI, making it easy to understand. He will describe the potential rewards of using AI, but also the various things that AI can not and should not do! What categories of AI tools are most financial professionals adopting, and why?
Wealthfeed is a powerful AI prospecting tool that can help you create a variety of strategies, while owning your own data and integrating with your CRM. Osaic's Eric Baumgardner speaks with the Co-Founder of Wealthfeed, Rylan Folts, as they talk about aggregations, exclusivity issues, unique email outreach, and how to use your "great data."
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 bring about the best experience for you and your clients, in your financial business. Learn where to show up in your client experience, how to gauge innovation in the product shelf, and other inflection points that are common intersections for our two teams.
Contact information:
- Technology Solutions Consulting team: tscconsulting@osaic.com
- Business Coaching & Consulting team: BusinessConsulting@osaic.com
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 who to work with, who to reach out to. Create timely and relevant insights using data signals.
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 points. Look for improved documentation and tracking and more effective prospecting interactions.
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. Cleaning your data. The long list of benefits to the staff.
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 growth challenge, building and maintaining relationships, and how to deliver more personalized content leveraging ai. Daniel and Mark talk about what AI should be doing and what it should not be doing for your practice. Learn the Source, Qualify and Engage method. Also hear about time, talent and technology.
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. Listen as Mark discusses how to use AI to strengthen ongoing relationships, the available planning tools and 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 scenarios that will help you see the value of this protection service.
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 info from current clients.
Visit finny.com/osaic to learn more.
Technology Solutions Consultant Aida Dillman with Osaic shares the top 5 things you can do with your CRM to start out the new year in the right direction. Aida discusses cleanup, security settings, goal evolution and automation.
Listen as Technology Solutions Consultant Eric Baumgardner talks about the hardware requirements that will keep you moving into 2026. Eric discusses several topics that will help you and your financial practice. Topics include VPN, Windows, MacOS, desktops versus laptops, docking stations, memory and even AI tools.
Technology Solutions Consultant Aida Dillman from Osaic talks about the powerful tool ClickUp. Hear about how this productivity management tool can help improve your task workflows, integrations and marketing campaigns. Aida talks through some real-life scenarios that can be helpful in your own financial practice.
The impact of artificial intelligence in the finance industry continues to pick up speed. Hear from the Wealthbox's Director of Business Development, Andrew Ladwig, about how the new AI notetaking feature can change your business in some very creative, impactful and compliant ways. Osaic's Mark Matheny talks with Andrew and discusses creating summaries, suggesting workflows, and forming opportunities using the new tool.
For more information, contact Wealthbox directly at sales@wealthbox.com.
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 quality so that the integration of artificial intelligence (AI) is effective and accurate. Learn also about using technology to enable your clients to engage and collaborate.
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 superior sound, voicemail to email, smart features and remote access to name a few.
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 increase your geographical reach. Learn how to combat the advisor growth challenge.
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 can reduce errors, reduce manual entry of data, and save valuable time.
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 guest Lauck Olson, the VP of Enterprise Sales of YCharts, chats with Osaic's Eric Baumgardner about several of the key features that will help your practice flourish. Hear about partnerships, strategies and outcomes, documenting due diligence, and comparisons and analytics. Also learn how your portfolio management can be more easily tracked and compared using built-in tools.
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 and by facilitating meaningful integrations with your current systems. Learn how you can turn client meetings into actional insights, clean up administrative work and simplify post-meeting processes.
https://www.zocks.io/resources/osaic-onboarding
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 reasons why you should engage with AI in your practice, and how it can benefit your relationship with your clients.
Learn more about post client meeting workflows, high quality meeting summaries, and how to identify tasks. See if you too can save up to 10 hours per week when you introduce ai.
https://jumpapp.com/partners/osaic
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 with CRMs and calendars, and how note-takers and summaries can be connected to eliviate the challenge of "data islands."
Learn more at greminders.com/osaic
Osaic's Technology Solutions Consultant Aida Dillman speaks with a highly seasoned assistant about how technology platforms should be used when dealing with life events of your financial clients. Listen as they discuss platforms such as Redtail, MyRepchat, and PreciseFP. Also hear how digital signature can enhance your practice and make life much easier for your clients, increasing the loyalty and strength of your relationships.
Osaic's Technology Solutions Consultant Aida Dillman talks about how to use your CRM to the fullest capacity, to reduce costs, streamline processes and make the office run smoother. Hear expert tips on follow-ups, how to track progress and the importance of training on your CRM. Listen to Aida discuss using templates and how to create a meaningful measuring and reflecting process.
Hear from author and business creator Derrick Girard as he speaks with Osaic's Mark Matheny about the challenges that he faced on his career path. Derrick shares his thoughts on the powers of adaptation, and also dives into the disputes and lawsuits that he faced. Learn how goals can empower you for success and what it means to "figure it out" in the workforce.
Technology Solutions Consultant Aida Dillman discusses how using the proper technology can multiply the rewards of successful teamwork. Listen as Aida talks about file sharing, online schedulers, AI (artificial intelligence) tools and real time messaging apps.
Osaic's Mananger of Technology Solutions Consulting, Mark Matheny, discusses the vital role of technology platforms to manage your financial clients. Mark gives excellent advice on handling life events using your CRM. Hear valuable instruction on using reminders, workflows, and customized templates. Learn how to best use tags and filters for segmentation.
Expert financial technology consultant Eric Baumgardner from Osaic speaks about the latest news and updates about AI, artificial intelligence, as it relates to financial services. Hear him discuss regulatory compliance issues, data privacy and the interesting application of note-taking. What are "hallucinations" and why is that a concern? Eric talks about in-house versus integration services, as well as PII data versus using placeholders.
Listen as Technology Solutions Consultant Eric Baumgardner shares strategies on how to introduce technology to your clients. Hear how to create an "inner script" while identifying pain points. Eric also shares excellent methods for rolling out and how to leverage your CRM to help with the process.
Technology Solutions expert Mark Matheny talks through a wide spectrum of all of the technologies that a financial advisor should be considering for their business. Mark shares insight into integrations, file-sharing, account aggregation and even using video in your business. Also hear some interesting points about text messaging with compliant solutions.
Technology Solutions expert Mark Matheny from Osaic talks about the importance of using a CRM, and how to select one that will fit your business. Listen as Mark discusses topics such as scalability, support teams, back-ups and compliance. Also learn how to properly consider segmentation features and how the setup and install processes are expected to go.
Technology Solutions Consultant Aida Dillman speaks with Jason Peplinski, Vice President of FP Wealth Management, Inc., located in Lincoln, Nebraska, about the usage of Copytalk in his financial business. Jason has over 8 years experience using Copytalk and describes how it has transformed the way his office conducts client interactions. Jason also shares some insight into integrations, not only with other applications, but with every day business routines.
Technology Solutions Consultant Aida Dillman describes the importance of using digital signatures for an optimal client experience. eSignature increases efficiency, accuracy, and timing. Hear how eSignature can impact your regulatory compliance while cutting costs. Use digital signatures for onboarding new clients, creating contracts, and more.
Technology 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.
The 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.
Technology 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.
Sr. 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.
Manager 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.
Special 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.
Technology 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.
Technology 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.
Technology 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.
Sr. Technology Solutions Consultant Mark Matheny sits with Aaron Winters, Sr. Consultant with the Retirement and Income Planning team, to discuss in-depth details about NextPhase.
NextPhase is a streamlined retirement income planning software and support package. Here Aaron describe how to be more proficient and profitable using NextPhase. He will also share some details about the future, as well as current implementation strategies.
Special guest Louis Retief, CEO and CO-Founder of Hubly, sits down with Osaic's Eric Baumgardner to discuss the powerful controls provided by the Hubly platform. Mr. Retief will describe advanced features of this complete financial advisory tool. Learn how you can implement deep and meaningful integrations into your CRM.
In this episode, learn about the amazing features and capabilities of YCharts - an all-in-one platform for investment research and client communication. Special guest Lauck Olson, the VP of Enterprise Sales of YCharts, chats with Osaic's Eric Baumgardner about several of the key features that will help your practice flourish. Hear about partnerships, strategies and outcomes, documenting due diligence, and comparisons and analytics. Also learn how your portfolio management can be more easily tracked and compared using built-in tools.
Technology Solutions Consultant Mark Matheny shares his expertise on Voice Over IP. What exactly is VOIP? Hear about the VOIP features that are superior to a traditional phone line. Also hear about reduced cost and remote access. Mark will also break down the difference between hardware and software phones.
Holistiplan works by scaling the process of tax planning so advisors can become both more comprehensive and efficient. Listen as Technology Solutions Consultant Mark Matheny from Osaic speaks with two knowledgable guests, Erik Berns from Holistiplan and Ryan Yamada from Osaics Financial Planning and Client Advice Team. Learn valuable information about reducing manual entry, equity compensation, tax planning versus tax advice and more.
Technology Solutions Consultant Aida Dillman talks through the value of using compliant file-sharing technology. Hear Aida describe how working with team members and your clients in real-time on shared documents increases efficiency and reduces possible errors. See how you can use file-sharing technology to get rid of unnecessary paper and foster better transparency.
CEO of ionlake Derrick Girard talks about the powerful texting solution, MyRepChat, with Osaic's Technology Solutions Consultant, Aida Dillman. Texting with your client's not an "or" option, but an "and" option. You will be convinced that texting is a must after hearing the open and response rates as compared to emails. Hear about integrations and why you should be texting financial clients.
Listen as Mark Matheny, Manager of Osaic Technology Solutions Consultant team, talks about CRM workflows and why they are a critical tool for driving a better business. Mark discusses how to build your own workflows as well as looking for the prebuilt options that will improve your business in such positive ways that even your clients will notice.
Listen as Osaic's Technology Solutions Consultant Eric Baumgardner discusses the SmartOffice CRM in depth with special guest Tony Wang, VP of Sales with SmartOffice. Hear as Tony describes the powerful features available through this CRM that include
Technology Solutions Consultant Eric Baumgardner from Osaic discusses the importance of getting new technology into your practice and how to do it effectively. Hear as Eric goes over the concepts of change management, assessing your current state, collecting metrics and how to survey your stakeholders.
Investing the time and money into attending a conference can be a big commitment. So, make sure you get the most out of it -- and bring home valuable insights, information and new skills to introduce into your business. Technology Solutions Consultant Aida Dillman with Osaic discusses several things to consider before, during and after attending a conference. This unique insight will help you maximize the investment.
Technology Solutions Consultant Mark Matheny speaks with special guest David Mehlhorn - the VP of Business Development at Redtail Technology. In this episode, you will listen to an in-depth discussion about the most powerful features of Redtail CRM, including cleansing and organization tools. Also learn more about unique identifiers, workflows and valuable integrations. David also describes how to leverage Redtail University.
In this episode, Osaic's Mark Matheny sits down with Director of Business Development Andrew Ladwig as he shares the amazing powers of Wealthbox CRM. Hear how to use Wealthbox as the hub of your business for advisors and their staff. Andrew shares insights into task management, client meeting confirmations and other ways to enrich your client relationships.
Technology Solutions Consultant Eric Baumgardner gives a brief overview of what Artificial Intelligence (AI) is and what the current status is, in terms of the financial industry. Also hear Eric discuss AI Software, ChatGPT, and what is appropriate to expect.
Technology Solutions Consultant Eric Baumgardner gives expert advice on the need for appropriate technology in analyzing your business risks. Eric sheds light on the impact of regulatory requirements and how to formulate a plan when selecting the right tool.
Technology Solutions Consultant Aida Dillman talks through the important aspects of choosing a new CRM that will best fit your organization. Hear Aida discuss outlining your objectives and what to look for in terms of customer satisfaction. You will also learn the value of free trials and customer satisfaction ratings.
In this episode, Technology Solutions Consultant Aida Dillman from Osaic will help prepare you for selecting a new CRM that will be the best fit for you and your business. Learn how to define the proper objectives, evaluate integrations, and look for scalability, flexibility and data volume.
Mark Matheny, a seasoned Technology Solutions Consultant, talks about the complexities of account aggregation. Listen as he discusses how to bring all the data together, the various platforms that provide the right tools, and the benefits leading to streamlined processes.
Mark Matheny, an experienced manager for a team of Technology Solutions Consultants, discusses the lesser known tools in fintech that can really elevate your business to a new level. Hear about talk-to-text, dictation software, capturing notes and fact finding tools.
Hear detailed tips and insights from Eric Baumgardner, a seasoned Technology Solutions Consultant, about preparing your business and client data for a new CRM. Understand the data types and how to best plan your data migration. Listen as Eric explains the importance of data audits and the dangers of obsolete data.
Listen as Technology Solutions Consultant Eric Baumgardner from Advisor Group discusses the strategies for using specialization in your practice and the benefits that come from role-based reporting. Hear how splitting up roles using workshopping and brainstorming can be used to increase the productivity and level of professionalism at your practice that will be realized by your end customer.
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 reports.
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 insight into using tags, filters and communication templates.
In the early part of this year, increase your confidence in your CRM by asking yourself the questions that Technology Solutions Consultant Jonathan Belair brings to light in this intuitive podcast. You will learn to streamline your office, track client interactions, set goals for the year and identify areas for improvement. Learn how you can best use and improve upon workflows that add value and meaning to your business.
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.
Recorded live in our podcast booth from ConnectED 2022 conference in San Antonio, Texas. Technology Solutions Consultant Eric Baumgardner speaks with Financial Advisor Peter Miles of St. Croix Wealth Management about the value in recording and organizing proper meeting notes. How do you innovate and capture these notes digital? What tools can be used? How do you create workflows and make proper use of templating? Learn this and more, including how to simplify the sometimes messy process of notes.
Technology Solutions Consultant Jonathan Belair out of Phoenix, Arizona, speaks about the importance of using technology to support your RMD tasks. Hear the significance that your CRM and an online scheduler can play in simplfying the process. Jonathan also describes the onboarding process and running reports.
Advisor Group's Jonathan Belair chats with Christian F. Li, a CFP with The Advisory Group.
Christian Li is a founding member and the Vice-President of The Advisory Group, as well as a Registered Representative with FSC Securities Corporation. He has extensive knowledge in comprehensive financial planning, estate planning, personal and business risk management, and modern portfolio theory, which helps him design sophisticated investment allocation strategies for clients.
Christian shares his insight on YCharts and describes the advantages it provides when used for managing client portfolios. He discusses fundamental and technical charts, measuring your indexes and realizing efficiencies.
Advisor Group's Jonathan Belair chats with Christian F. Li, a CFP with The Advisory Group.
Christian Li is a founding member and the Vice-President of The Advisory Group, as well as a Registered Representative with FSC Securities Corporation. He has extensive knowledge in comprehensive financial planning, estate planning, personal and business risk management, and modern portfolio theory, which helps him design sophisticated investment allocation strategies for clients.
Christian shares his insight on YCharts and describes the advantages it provides when used for managing client portfolios. He discusses fundamental and technical charts, measuring your indexes and realizing efficiencies.
Video conferencing has become a significant part of our workday, especially in today’s virtual and remote landscape. Professionals and teams are using video to both get their work done and present themselves and their organizations in the best way possible.
In this episode, we speak with multimedia expert Lincoln Poole and learn the importance of selecting the proper setting and equipment, with minimal cost and effort, to make your virtual meetings more interesting and professional. We discuss video conferencing tips to improve your audio, camera, lighting, and framing so you can conduct your business at the highest rate of success.
Resources discussed on the podcast:
Use an external microphone and consider headphones.
- Option 1 Yeti Nano USB microphone
-
Option 2 Headset (Jabra Evolve series wireless or wired)
-
Option 3 USB lav mic
Informative Resources:
Youtube – Gia Goodrich – all things video and audio on Zoom and more
Youtube – Headset Advisor – headsets
Youtube – “Microphones for Zoom & Teams Meetings for Beginners” – Curtis Judd – microphones and more.
Video conferencing has become a significant part of our workday, especially in today’s virtual and remote landscape. Professionals and teams are using video to both get their work done and present themselves and their organizations in the best way possible.
In this episode, we speak with multimedia expert Lincoln Poole and learn the importance of selecting the proper setting and equipment, with minimal cost and effort, to make your virtual meetings more interesting and professional. We discuss video conferencing tips to improve your audio, camera, lighting, and framing so you can conduct your business at the highest rate of success.
Resources discussed on the podcast:
Use an external microphone and consider headphones.
- Option 1 Yeti Nano USB microphone
-
Option 2 Headset (Jabra Evolve series wireless or wired)
-
Option 3 USB lav mic
Informative Resources:
Youtube – Gia Goodrich – all things video and audio on Zoom and more
Youtube – Headset Advisor – headsets
Youtube – “Microphones for Zoom & Teams Meetings for Beginners” – Curtis Judd – microphones and more.
Hear from Technology Solutions Consultant Mark Matheny as he shares valuable insight into the DOL Prohibited Transaction Exemption requirements and how you can leverage technology to drive your business into compliance. Learn the importance of preparing and capturing data using the proper tools.
Scanners, cross-cut shredders, and endpoint security, oh my goodness. There is an overwhelming selection of office hardware - and Eric Baumgardner discusses which components can make a difference in your office. Listen as Eric shares his thoughts on scanners, shredders, cell phone applications, VOIP systems and more. Hear how you can unclutter your desk by using technology and hardware harmoniously. Eric also gives good advice on green screens, microphones and lighting to enhance your video communications.
One of the strongest players in your financial technology platform can be a member of your team who has a fresh set of eyes. Maybe they are new to the team - or have an interest in keeping up with modern applications. Either way, as a business owner, you should listen.
In this episode, Technology Solutions Consultant Ryan Schumaker from Advisor Group speaks with Managing Partner Samuel B. LaNeave of Richmond, Virginia. Recently, Sam brought on a new employee, Diane Norris, who also joins the podcast and together they share fantastic insight into making changes to their technological process at the firm. Hear them discuss online training, good business versus good revenue, and dealing with generational gaps when moving forward.
Far too often a CRM becomes a silent database containing stale data that is rarely ever revisited or put to good use. Your CRM is more than just a phonebook. Listen as Technology Solutions Consultant Jonathan Belair speaks with marketing expert Amanda Spicola as they discuss strategic methods for getting the cobwebs out of your CRM and putting your data to work for you. Hear the importance of pairing your marketing strategy with your CRM.
In this fast-paced technology era, it can be difficult to measure your office to see how it stacks up against other competitors. In this epidode, Technology Solutions Consultant Jonathan Belair discusses the key components to a top-level technology stack, and how to ensure that you choose the right components to match your business needs.
Feeling overwhelmed with daily, routine tasks can detract from your performance, and ultimately, your success as a financial professional. Perhaps it is time to consider some assistance. Technology Solution Consultant Ryan Schumaker from Advisor Group describes the two "virtual assistance" options: human and non-human.
Ryan will guide you through the importance of considering message taking, appointment scheduling, and other reception tasks and how technology can increase your productivity. Hear Ryan's take on VoIP, voicemail-to-text, and IVR (interactive voice response) systems.
If it isn't in your CRM - it didn't happen. That's the golden rule for client and prospect management. So, why not run the most effective and efficient CRM for your specific office? Listen as Mark Matheny details the pros and cons to the top three CRMs in the financial sector - Salesforce, Redtail and SmartOffice. Mark covers features such as mobile, customization, reporting, cost, and level of complexity.
Erik Garcia, a CFP from New Orleans, LA, discusses how he has modernized the communication from his office to his clients using video. Using video, you can build trust with your clients and reduce the "sting" of intimidating activities. Mr. Garcia explains the importance of choosing and using the proper equipment.
Technology Solutions Consultant Eric Baumgardner takes you down a detailed path about creating repeatable processes within your CRM. Hear how to develop good processes with team inclusion and how to identify delays in each task. Baumgardner also talks about the best ways to measure the efficiencies of your processes and make any necessary changes.
Technology integrations can be daunting and intimidating, but when understood, they can be simple and extremely cost effective for your business. Technology Solutions Consultant Eric Baumgardner takes the big complicated ideas and simplifies them for you in this 9 minute podcast. Learn about the different types of integrations, including native, broker-dealer and API integrations with tips on choosing the proper type for your need.
Technology Solutions Consultant Jonathan Belair of Advisor Group talks about the importance of collecting client data with Dennis Petinelli of Pettinelli Financial Partners. With over 40 years of experience in financial services, Mr. Petinelli offers expert advice and shares personal experiences that have carried his practice to ongoing success. Hear about onboarding clients, running reports and how the key to successful data is... "listening."
Technology Solutions Consultant Ryan Schumaker, a Vice President at Advisor Group, describes the importance of considering new technology to enhance your practice. The benefits are well worth the extra effort to implement tools such as online schedulers, CRMs, and more.
Technology Solutions Consultant Eric Baumgardner shares useful strategies regarding reports that can be applied within all CRMs and other reporting applications. Hear how to leverage filters and the importance of knowing your data.
Technology Solutions Consultant Mark Matheny from Advisor Group discusses the fundamentals of Voice over IP with Financial Professional Steve Rice. Hear the benefits of leveraging VoIP and techniques for using it within the office. Steve shares how it has changed his business and the differences in expenses that he is realizing.
Advisor Group's Ryan Schumaker discusses the importance of creating and expanding your digital footprint with high-touch, high quality applications. As a Technology Solutions Consultant, Ryan explains the importance of automation in marketing, mobile accessibility and the flexibility benefits of dictation software.
Technology Solutions Consultant Jonathan Belair with Advisor Group located in Phoenix, Arizona, speaks with Teresa M. Hart, a Financial Advisor and Owner of Teresa M. Hart Financial Services located in Mitchell, South Dakota about successful methods of collaboration using technology in financial services. The conversation also includes Lila Eilts, an Assistant to Teresa, who shares her perspective on managing the work load. Teresa and Lila describe their morning routines, the role of short meetings, creative use of colors and the power of research and referrals.
Today we have the privilege of speaking with a Managing Partner at Affiliated Advisors out of St Louis Park, Minnesota. She leads the firm’s practice management initiatives and is passionate about helping financial professionals grow and improve their businesses. To accomplish this, she believes in a strong focus on incorporating technology with marketing, and successful strategic planning. She, like the rest of the financial professionals over the past year and half, has seem dramatic changes in workflows and how working remote has become normal. But how do you express leadership in these environments, in such a way that fosters the results that you are looking for?
Cyber Analyst Jason Conort shares his experience and passion regarding the complex and dangerous business of ransomware. Learn about encryption, TPM keys and the technical and human elements involved in these cyber applications. Hear real-life examples of big-name companies that have suffered attacks from ransomware and how you can better protect against similar events.
Ryan Schumaker is Vice-President, Technology Solutions Consultant with Advisor Group. He brings with him 20 years of experience in the financial services industry, with a concentrated focus on technology. Ryan works with financial professionals on shaping their firm’s technology landscape, researching the latest technology products and processes, and maintaining long standing relationships with technology providers and vendors in the industry.
In this episode, Ryan discusses the questions that should be considered when choosing a Cloud Storage vendor. Topics include integration, mobility, accessibility, cost, security, data ownership and expandability.
Ryan Schumaker is Vice-President, Technology Solutions Consultant with Advisor Group. He brings with him 20 years of experience in the financial services industry, with a concentrated focus on technology. Ryan works with financial professionals on shaping their firm’s technology landscape, researching the latest technology products and processes, and maintaining long standing relationships with technology providers and vendors in the industry.
In this episode, Ryan discusses the questions that should be considered when choosing a Portfolio Management and Reporting Solutions. Topics include data conversions, setup costs, balancing tools, security offerings and mobile allowances.
Ryan Schumaker is Vice-President, Technology Solutions Consultant with Advisor Group. He brings with him 20 years of experience in the financial services industry, with a concentrated focus on technology. Ryan works with financial professionals on shaping their firm’s technology landscape, researching the latest technology products and processes, and maintaining long standing relationships with technology providers and vendors in the industry.
In this episode, Ryan discusses the questions that should be considered when choosing a CRM vendor. Topics include integration, scalability, mobility, support and future plans.
Cyber Analyst Tanner Szerensits describes and evaluates seven of the most common phishing attacks in our current financial and personal landscape. Learn what to look for and increase your knowledge of how to protect your personal and business data.
Nurturing a healthy client relationship leads to valuable results in several areas of your business
Your host Geoff Severson from Advisor Group speaks with the Co-Founder and President of Security Snapshot Jay Peters about looking forward into 2021 and what threats to be aware of.
Geoff Severson speaks with Ron Ota, a Financial Professional from Honolulu, HI, about how MyRepChat has given a new angle on his business after 25 years. Using compliance texting has been overwhelmingly accepted by his clients.
In this episode, Technology Solutions Consultant Jonathan Belair from Advisor Group discusses the effects of eSignature with three Financial Professionals from different offices to gain their insight and perspectives. Learn how to streamline your efforts leading to a faster office.
Listen as we chat with creator Derrick Girard about the features and benefits of MyRepChat.
MyRepChat provides you with a solution for compliant SMS texting. Communicate through text with your clients for birthdays, anniversaries, events, appointments and more. With MyRepChat, clients do not have to download an app or software to communicate with you.
In this episode, we speak with John Stumpf, a Technology Solutions Consultant from Advisor Group. With over 25 years experience working in financial services, he shares best practices in measuring your business and timing your move to a Customer Relationship Management (CRM) tool.
As more financial professionals are embracing the virtual world, video conferencing has emerged as a prominent tool for staying in touch with clients and prospects. Now more than ever, businesses rely on video conferencing to seamlessly connect regardless of the location - quickly and effectively. While this technology is incredibly helpful, it's important to understand its sophistication.
Phishing is a cyber attack that uses disguised email as a weapon. The goal is to trick the email recipient into believing one thing - only to realize they have caught something very undesirable. In this podcast, we define several types of attacks and provide insight as to how you can protect yourself.
Imagine personal information on display in the aisles of a store, where cyber criminals can shop and shop.