ABOUT THIS PODCAST 🔗
ConnectED Conversations is a podcast series amplifying voices and insights from our flagship annual conference. Join leaders, innovators, and experts as we explore the Power of One – Osaic's next phase of growth focused on driving organic success and elevating support for entrepreneurial Financial Professionals. Gain personal insights and actionable takeaways from peers, with ideas that inspire and resonate long after the conference ends.
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DISCLOSURE:
Securities and investment advisory services are offered through the firms: Osaic Wealth, Inc. and Osaic Institutions, Inc., broker-dealers, registered investment advisers, and members of FINRA and SIPC. Securities are offered through Osaic Services, Inc. and Ladenburg Thalmann & Co., broker-dealers and members of FINRA and SIPC. Advisory services are offered through Ladenburg Thalmann Asset Management, Inc., and Osaic Advisory Services, LLC., registered investment advisers. Advisory programs offered by Osaic Wealth, Inc. are sponsored by VISION2020 Wealth Management Corp., an affiliated registered investment adviser. © Osaic, Inc. • osaic.com
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DISCLOSURE:
Securities and investment advisory services are offered through the firms: Osaic Wealth, Inc. and Osaic Institutions, Inc., broker-dealers, registered investment advisers, and members of FINRA and SIPC. Securities are offered through Osaic Services, Inc. and Ladenburg Thalmann & Co., broker-dealers and members of FINRA and SIPC. Advisory services are offered through Ladenburg Thalmann Asset Management, Inc., and Osaic Advisory Services, LLC., registered investment advisers. Advisory programs offered by Osaic Wealth, Inc. are sponsored by VISION2020 Wealth Management Corp., an affiliated registered investment adviser. © Osaic, Inc. • osaic.com
Hosts:
Average audio length:
28 minutes
Guest interviews
Has sponsors
English
United States
12 episodes
since Dec. 10, 2024
episodic
IN THIS PODCAST 🔗
LATEST EPISODE 🔗
In this episode, Meghan Oakley-Henning, joined by Osaic's Mark Matheny, explores the evolving roles of support professionals in the financial services industry. Drawing from her transition from public education to financial planning, Meghan offers a fresh perspective on the crucial role technology …
SEARCH PAST EPISODES
Search past episodes of ConnectED Conversations.
PREVIOUS EPISODES 🔗
In this episode, Michelle Hauge, alongside Osaic's Robin Carlton and Jerry Schreck, delves into the future of support staff training and its pivotal role in team success. Michelle shares her dedication to building strong, efficient teams, while Robin reveals exciting new developments in support sta…
In this episode, advisors Steve Mohyla and John Moran, alongside Osaic's Jerry Schreck, share insights on driving organic growth through strong client relationships and authentic connections. Steve highlights how exceptional service leads to referrals and key takeaways from the Wealth Advisor Acade…
In this episode, NextGen advisors Leah Weinberg and Casey Kotter, joined by Osaic's Jenny Le, share their transformative journeys in the financial advisory world, emphasizing growth, mentorship, and the power of adaptability. Leah discusses her transition from corporate finance to a multi-generatio…
In this episode, Tricia Carter Wood and Lindsey Hanley share personal insights and discuss the latest group comprising Osaic's Women's Advisory Board (WAB) and their action-driven agenda designed to empower the next generation of women in the financial industry. Tricia discusses how the Board is br…
In this episode, Chad Parmenter and Tyler Mahoney delve into change management during a pivotal year at Osaic. Chad offers insights into his role as Chairman of Osaic's National Advisory Board and discusses how embracing change with empathy and optimism is key to navigating uncertainty, both person…
In this episode, Osaic Chief Human Resources Officer, Jeffrey Green, shares how the company is tackling the global talent shortage by aligning HR strategy with future needs. He highlights Osaic's dual HR focus—managing essential operations while strategically aligning talent with business goals—and…
In this episode, we explore how Osaic's Advantage Companies are reshaping wealth management practices. Charles Green of Charles R. Green & Associates, Inc. in Fort Worth shares how integrating Premier Trust has streamlined estate planning for his clients, while Teague Wright discusses Highland …
In this podcast, Josh Gilliam of Gilliam, Mease & Associates shares his journey from studying psychology to becoming a financial advisor, uncovering the powerful link between psychology and financial decision-making. He explains how his background in behavioral finance led to the creation of th…
In this episode, Shawn Mihal and Cindy Robertson of Osaic, along with Christian Bratton of Anderson Wealth Advisors, explore Osaic's strategy for modernizing supervision by refining policies, procedures, and technology to better support financial professionals. Christian, from the OSJ perspective, …
Disclaimer: The podcast and artwork embedded on this page are from Osaic, which is the property of its owner and not affiliated with or endorsed by Listen Notes, Inc.
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