Year End Activities: Making Next Year Easier

Technology Solutions Consultant Aida Dillman talks about the steps you can take right now to make next year easier. At year end, there are several things you can accomplish by taking a simple inventory of your current technology and making decisions from there. Hear about the 4 steps to do a reset and how to expose gaps in your processes.

Osaic's Aida Dillman speaks with the Sales Manager for SmartOffice, Justin Bishop.  They discuss the huge potential with workflow modules - including customized Osaic workflows. Learn more about insurance tracking feeds, customizations and integrations with AI notetakers, and more.

Technology expert Eric Baumgardner chats with Alison Brucker, Osaic's Client Marketing Manager, about several functions of technology that can reduce the overwhelming feelings of your marketing efforts. Hear as Alison discusses how to spend less time managing your marketing and how to automate the process - not your relationships!  Learn what metrics matter most, and - what is the biggest marketing mistake that a practice can make?

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."