AI in My Practice: Could I? Should I?

Osaic Technology Podcast

#Trading #Business #Advisorgroup #Cybersecurity #Finance #Financial #Financialadvisor #Technology #Osaic #Security #Investing #Network

30:20

Eli Beer is a pioneer, social entrepreneur, President and Founder of United Hatzalah of Israel. In thirty years, the organization has grown to more than 6,500 volunteers who unite together to provide immediate, life-saving care to anyone in need - regardless of race or religion. This community EMS force network treats over 730,000 incidents per year, in Israel, as they wait for ambulances and medical attention. Eli’s vision is to bring this life-saving model across the world. In 2015, Beer expanded internationally with the establishment of branches in South America and other countries, including “United Rescue” in Jersey City, USA, where the response time was reduced to just two minutes and thirty-five seconds. Episode Chapters (0:00) intro (1:04) Hatzalah’s reputation for speed (4:48) Hatzalah’s volunteer EMTs and ambucycles (5:50) Entrepreneurism at Hatzalah (8:09) Chutzpah (14:15) Hatzalah’s recruitment (18:31) Volunteers from all walks of life (22:51) Having COVID changed Eli’s perspective (26:00) operating around the world amid antisemitism (28:06) goodbye For video episodes, watch on www.youtube.com/@therudermanfamilyfoundation Stay in touch: X: @JayRuderman | @RudermanFdn LinkedIn: Jay Ruderman | Ruderman Family Foundation Instagram: All About Change Podcast | Ruderman Family Foundation To learn more about the podcast, visit https://allaboutchangepodcast.com/ Looking for more insights into the world of activism? Be sure to check out Jay’s brand new book, Find Your Fight , in which Jay teaches the next generation of activists and advocates how to step up and bring about lasting change. You can find Find Your Fight wherever you buy your books, and you can learn more about it at www.jayruderman.com .…

about a year ago 15:31

MP3•Episode home

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.

87 episodes

AI in My Practice: Could I? Should I?

Osaic Technology Podcast

published about a year ago

MP3•Episode home

87 episodes

#Trading #Business #Advisorgroup #Cybersecurity #Finance #Financial #Financialadvisor #Technology #Osaic #Security #Investing #Network

All episodes

1
Teamwork that Multiplies 8:08

6 days ago8:08

8:08

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.

1
Utilizing Technology to Manage Clients 12:14

22 days ago12:14

12:14

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.…

1
AI in My Practice: Could I? Should I? 15:31

5 weeks ago15:31

15:31

1
Introducing New Technology to Your Clients 8:02

7 weeks ago8:02

8:02

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.

1
Have You Considered All of These Wealth Technology Options? 10:17

10 weeks ago10:17

10:17

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.…

1
How to Choose a CRM 10:20

11 weeks ago10:20

10:20

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.…

1
Copytalk: Secure, Reliable Notes 20:31

14 weeks ago20:31

20:31

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.…

1
eSignature is a Digital Expectation 8:32

16 weeks ago8:32

8:32

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.…

1
Hardware Requirements: What You Need to Know 20:22

20 weeks ago20:22

20:22

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.…

1
Remote Work: Doing It Right 25:14

22 weeks ago25:14

25:14

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.

1
A Good Team: Cloud Storage and File Sharing 7:34

24 weeks ago7:34

7:34

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.

1
Elevate Your Security, with Jay Peters 27:17

26 weeks ago27:17

27:17

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.…

1
Converting Your Paper Piles to Digital Assets 19:31

29 weeks ago19:31

19:31

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.…

1
Reports and Feeding - The Power of OneView 15:32

31 weeks ago15:32

15:32

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.

1
The Convenience Tool: Online Scheduler 7:33

33 weeks ago7:33

7:33

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.…

Osaic Technology Podcast

1
A Secure, Focused and Efficient Practice 8:22

35 weeks ago8:22

8:22

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.

Osaic Technology Podcast

1
Managing RMDs 8:19

38 weeks ago8:19

8:19

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.

Osaic Technology Podcast

1
Online Scheduler: GReminder and Your Office 22:39

40 weeks ago22:39

22:39

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 .…

Osaic Technology Podcast

1
Creating Barriers Against the Threats 7:46

42 weeks ago7:46

7:46

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.…

Osaic Technology Podcast

1
Tackle Data Gathering Differently with PreciseFP 47:27

43 weeks ago47:27

47:27

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. Visit precisefp.com and enter promo code "promoosaic" for a 10% discount.…

Osaic Technology Podcast

1
Client Meetings Part 3: Follow-Up Activities and Homework 19:31

47 weeks ago19:31

19:31

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.…

Osaic Technology Podcast

1
Client Meetings Part 2: Conducting with Purpose 21:46

49 weeks ago21:46

21:46

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.…

Osaic Technology Podcast

1
Client Meetings Part I: Review, Preparation & Execution of the Meeting 21:19

51 weeks ago21:19

21:19

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.…

Osaic Technology Podcast

1
NextPhase - the Ultimate Retirement Income Planning Platform 27:17

1 year ago27:17

27:17

Manager 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.…

Osaic Technology Podcast

1
Hubly Provides the Controls You Need 41:09

1 year ago41:09

41:09

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.…

Osaic Technology Podcast

1
Revolutionary Power of YCharts 34:21

1 year ago34:21

34:21

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. Note: Client-facing reports are not currently approved for Osaic affiliated advisors.…

Osaic Technology Podcast

1
Business Phone: Make the Change to VOIP? 9:09

1 year ago9:09

9:09

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.…

Osaic Technology Podcast

1
Using Holistiplan to Speed Things Up 24:40

1 year ago24:40

24:40

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.…

Osaic Technology Podcast

1
Real-Time Convenience with File Sharing 9:27

1 year ago9:27

9:27

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.…

Osaic Technology Podcast

1
Compliant Texting with MyRepChat 19:02

1 year ago19:02