ABOUT THIS 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 plays in streamlining operations. She discusses how tools like Redtail are optimizing client management and enhancing data flow, enabling her firm to serve more clients while maintaining a personal touch. Meghan also shares her leadership insights, growth strategies, and vision for 2025, inspired by her first-time experience at ConnectED. Whether you're a financial advisor or a support professional, Meghan's expertise on building efficient systems and maximizing technology will provide valuable guidance for your own practice.
Episode Highlights:
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Megan shares her inspiring journey from a 20-year career in public service to joining Teacher Benefit Strategies, driven by a passion for empowering educators with financial clarity, honoring her father's legacy, and making a lasting impact on an underserved community.
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Megan highlights how Teacher Benefit Strategies empowers educators transitioning to retirement by simplifying complex benefit decisions, leveraging innovative tools like custom Excel formulas created with ChatGPT, celebrating their milestones with a "graduation," and providing ongoing support.
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Megan shares her experience as a first-time ConnectED attendee, reflecting on how various sessions shaped her views on leadership and practice management, including balancing leadership with production, optimizing systems, and clarifying roles to drive growth—highlighting 2025 as a pivotal year for alignment and transformation.
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Megan discusses how her team uses Redtail as a central communication and productivity tool, emphasizing the importance of standardized workflows, consistent data entry, and optimized task management to improve internal collaboration.
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Mark explains how his Technology Solutions consulting team at Osaic collaborates with financial professionals and support staff to integrate a variety of technologies into their practices, including proprietary systems and third-party tools like Redtail and online schedulers.
Resources Mentioned:
Osaic Technology Solutions Consulting
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Securities and investment advisory services are offered through the firms: Osaic Wealth, Inc., Osaic Institutions, Inc., Osaic FA, Inc., and Osaic FS, 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.
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