Najlepsze podcasty z kategorii: Advisorgroup (2024)

1
Weekly Market Impact: October 28 27:28

2d ago27:28

27:28

This is the big week for tech earnings. Can they continue to support the market? Listen in as Phil will cover that as well as the latest on consumer savings.

1
Weekly Market Impact: October 21 20:56

9d ago20:56

20:56

This week Phil talks about how markets continue to rally, data continues to be good enough and everything seems to be going better than expected. Can it last?

1
Converting Your Paper Piles to Digital Assets 19:31

13d 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 shred…

1
Weekly Market Impact: October 14 23:55

16d ago23:55

23:55

This week Phil talks about the strength of the US consumer, the latest on inflation and market expectations for the fourth quarter.

1
Weekly Market Impact: October 7 23:11

23d ago23:11

23:11

This week Phil is joined by Matt Crosby, analyst with LTAM, they discussed the implications of the resolved port strike and what it could have done to the US economy.

1
Weekly Market Impact: September 30 32:10

1M ago32:10

32:10

This was a special edition podcast with Clayton Chandler, Chief Data & Analytics Officer at Osaic, where we discuss AI, artificial intelligence, what it is and how it can help.

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

1M 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.Autor: Geoff Severson

1
Weekly Market Impact: September 23 29:09

1M ago29:09

29:09

This week, Phil talks about the surprising .50% cut to the federal funds rate and has special guest Ben Dennis, CFA to discuss seasonal patterns in markets.

1
The Convenience Tool: Online Scheduler 7:33

1M 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.…

1
Weekly Market Impact: September 16 27:48

1M ago27:48

27:48

It's Fed week! This week, Phil goes into detail about why the market thinks it's so important to see the Federal Reserve cut interest rates and what, if any, the impact would be.

1
Weekly Market Impact: September 9 29:45

2M ago29:45

29:45

This week, Phil talks about inflation expectations, September historical performance, the split between growth and value, and the latest jobs data.

1
Weekly Market Impact: September 3rd 35:06

2M ago35:06

35:06

Managed futures? Do you have anything in your portfolio that acts differently than the markets? Today, Phil has special guest Kathryn Kaminski PhD, Chief Research Strategist and Portfolio Manager from Alpha Simplex, a division of Virtus to discuss alternative investments.

1
A Secure, Focused and Efficient Practice 8:22

2M 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.Autor: Geoff Severson

1
Weekly Market Impact: August 26th 31:51

2M ago31:51

31:51

This week, Phil discusses the latest comments from the Federal Reserve, expectations for a rate cut, and European versus American taxes with special guests Ben Dennis, CFA from Ladenburg Research.

1
Weekly Market Impact: August 19th 25:14

2M ago25:14

25:14

This week Phil talks about the Federal Reserves Jackson Hole meeting where we'll hear about interest rate policy. Phil also has a special guest, Matt Crosby, to discuss how mutual funds are converting into exchange trade funds.

1
Managing RMDs 8:19

3M 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.Autor: Geoff Severson

1
Weekly Market Impact: August 12 26:34

3M ago26:34

26:34

This week, Phil talks about recent market sell offs, changing labor markets and a solid earnings season for Q2.

1
Weekly Market Impact: August 5 25:48

3M ago25:48

25:48

"Don’t panic" is the message of the week! Markets are selling off but the US is nowhere near recession. Listen to Phil’s thoughts on managing your portfolio during periods of volatility.

1
Online Scheduler: GReminder and Your Office 22:39

3M 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…

1
Weekly Market Impact: July 29th 17:25

3M ago17:25

17:25

This week, Phil talks about earnings and how important they are for the market, recent GDP, and PCE inflation data.

1
Weekly Market Impact: July 22nd 29:31

3M ago29:31

29:31

This week, Phil talks about the potential political impacts on markets.

1
Creating Barriers Against the Threats 7:46

4M 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.…

1
Weekly Market Impact: July 15th 23:53

4M ago23:53

23:53

This week Phil talks about the latest inflation data, the misery index, and unusual data in the housing market.

1
Tackle Data Gathering Differently with PreciseFP 47:27

4M 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…

1
Weekly Market Impact: July 8th 24:11

4M ago24:11

24:11

This week, Phil talks about the latest job data, a slowing U.S. consumer and the latest trends in electricity and manufacturing materials.

1
Weekly Market Impact: July 1st 36:57

4M ago36:57

36:57

This week, Phil has a special guest Matt Whitehurst, CFA Sr. Product Specialist Alliance Bernstein. They discuss the Magnificent 7 and what opportunities lie ahead for the market besides those stocks.

1
Weekly Market Impact: June 24th 24:57

4M ago24:57

24:57

This week, Phil talks about the latest inflation data coming out in the PCE, time to diversify your portfolio, and a wrap up of the European economy.

1
Weekly Market Impact: June 18th 20:26

4M ago20:26

20:26

This week, Phil talks a bit about the Greek economy, the latest on inflation and the federal reserve, the strength behind the S&P 500 and what might be the beginning of the bond market rally.

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

5M 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 af…

1
Weekly Market Impact: June 10th 26:11

5M ago26:11

26:11

This week, Phil talks about the American versus European economies, the recent narrowness of the market, and the latest information about unemployment.

1
Weekly Market Impact: June 3rd 15:53

5M ago15:53

15:53

This week, Phil talks about a moderating U.S. consumer, the latest on inflation with PCE, and elections in Mexico.

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

5M 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…

1
Weekly Market Impact: May 28th 33:12

5M ago33:12

33:12

This week Phil has a special guest, John Miller, who is head and chief investment officer of the High Yield Municipal Credit team at First Eagle Investments. They will discuss the municipal bond market opportunities.

1
Weekly Market Impact: May 20th 27:06

5M ago27:06

27:06

This week Phil goes over the latest data on inflation, current market valuations, and the top three things to be concerned about when it comes to markets.

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

6M 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 g…

1
Weekly Market Impact: May 13th 21:09

6M ago21:09

21:09

This week, we discuss the strength of the US Consumer, CPI inflation report due later this week, and corporate earnings for Q1.

1
Weekly Market Impact: May 6 25:42

6M ago25:42

25:42

Last week a series of data came out that suggested the U.S. economy is weakening. Today, Phil will cover the impact of the data and what to expect from markets.

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

6M 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 w…

1
Weekly Market Impact: April 29 29:46

6M ago29:46

29:46

This week Phil is joined by Aidan Redmond, senior analyst with Ladenburg Asset Management, to break down inflation.

1
Weekly Market Impact: April 22 32:56

6M ago32:56

32:56

Is the dollar losing its strength? Listen to today’s podcast with Phil and Fred Boy, CFA to learn more.

1
Weekly Market Impact: April 15 26:02

7M ago26:02

26:02

This week, Phil Blancato is joined by Mike Meechan, Senior Analyst for LTAM, to discuss the Iran/Israel conflict and Tax Day details.

1
Hubly Provides the Controls You Need 41:09

7M 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.…

1
Weekly Market Impact: April 8 32:14

7M ago32:14

32:14

With so many office buildings empty, commercial real estate is a hot topic for investors. Special guest Matt Crosby joins this week's episode to discuss how the economy can hold up, despite the vacancies.

1
Revolutionary Power of YCharts 34:21

7M 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 outcome…

1
Weekly Market Impact: April 1 26:28

7M ago26:28

26:28

This week on the Weekly Market Impact, Phil wraps up the first quarter, latest inflation data and spring in New Jersey!

1
Weekly Market Impact: March 25 40:53

7M ago40:53

40:53

Tune in to this new episode to hear from special guest, Joe Bell, CIO of Meeder Investment Management! Phil and Joe discuss interest rate cuts, equity valuations and bond market implications.

1
Weekly Market Impact: March 18 26:10

8M ago26:10

26:10

It's Fed week! On today's episode, Chief Market Strategist Phil Blancato talks about our expectations for inflation, risks in the marketplace and how you should be positioned.

1
Weekly Market Impact: March 11 25:19

8M ago25:19

25:19

This week Phil talks about the stock market finally broadening out, if it is time to change your last allocation, and most importantly the power of women in finance.

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

8M 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.…