business
Hosted by Osaic · business · EN
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 of FINRA and SIPC. Advisory services are offered through Arbor Point Advisors, LLC, American Portfolios Advisors, Inc., Ladenburg Thalmann Asset Management, Inc., Securities America Advisors, Inc., and Triad Hybrid Solutions, LLC, regist
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Booking probability
30%
Guest openness
Selective
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Signup to Generate a PitchLevel 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.
Osaic Technology Podcast is hosted by Osaic. The show has published 81 episodes to date.
Recent episodes include "SmartOffice, with Sales Manager Justin Bishop" (19 October 2026, 22 minutes), "Reducing the Overwhelming Feelings of Your Marketing Efforts" (21 September 2026, 39 minutes), and "Scribe: Documenting Your Processes Automatically" (26 August 2026, 11 minutes).
Osaic Technology Podcast publishes roughly every two weeks, with episodes averaging 24 minutes across 81 episodes.
Booking probability for Osaic Technology Podcast is 30%, and the host is rated Selective on guests. Osaic Technology Podcast requires a Pod Score of 80 or higher. Osaic Technology Podcast's contact route on record: verified email.
The strongest fits for Osaic Technology Podcast are Investment Banking & Trading. Osaic Technology Podcast has a business audience.
Osaic hosts Osaic Technology Podcast, a business podcast with 81 episodes published.
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Osaic Technology Podcast
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...
Osaic Technology Podcast
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...
Osaic Technology Podcast
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...
Osaic Technology Podcast
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...
Osaic Technology Podcast
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...
Osaic Technology Podcast
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...
Osaic Technology Podcast
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...
Osaic Technology Podcast
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...
Osaic Technology Podcast
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...
Osaic Technology Podcast
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...
Osaic Technology Podcast
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...
Osaic Technology Podcast
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...
Osaic Technology Podcast
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...
Osaic Technology Podcast
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...
Osaic Technology Podcast
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...
Osaic Technology Podcast
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...
Osaic Technology Podcast
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...
Osaic Technology Podcast
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...
Osaic Technology Podcast
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...
Osaic Technology Podcast
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...
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