Trust & Will Estate Planning, with Cody Barbo

Osaic's Mark Matheny talks through the powerful abilities of Scribe - the powerful workflow documentation platform.  Uncork the bottlenecks in your office, helping your team by reducing errors. Scribe also creates better opportunities for faster training, improved accountability and easier scaling.  Transform institutional knowledge into context your teams and AI tools can read, without anyone lifting a finger. Learn more about Scribe.

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:  [email protected] Business Coaching & Consulting team: [email protected] 

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.