YCharts for Investment Research

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, and AI (artificial intelligence) tools.