GIỚI THIỆU VỀ TẬP NÀY
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.
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Tìm kiếm các tập trước của Osaic Technology Podcast.
CÁC TẬP KHÁC TRONG PODCAST NÀY
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 teams of experts work in harmony to bring about the best experience for you and your…
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 can take the guesswork out of who to work with, who to reach out to. Create timel…
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 …
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 technology will reduce those friction points. Look for improved documentation and track…
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. Using AI with your emails. Cleaning your data. The long list of benefits to the …
Tuyên bố miễn trừ trách nhiệm: Podcast và tác phẩm nghệ thuật được nhúng trên trang này là của Osaic, là tài sản của chủ sở hữu và không được liên kết hoặc xác nhận bởi Listen Notes, Inc.
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