Mark Matheny, Manager of Osaic Technology Solutions Consultant team, talks about CRM workflows and why they're a critical tool for driving a better business. Plus, how to build your own CRM workflows in ways that even your clients will notice. https://ow.ly/warx50QrR6M
About us
Osaic provides the support, resources, and community designed for the future of wealth management.
- Website
-
http://Osaic.com
External link for Osaic
- Industry
- Financial Services
- Company size
- 1,001-5,000 employees
- Headquarters
- Phoenix, AZ
- Type
- Privately Held
- Founded
- 2016
Locations
-
Primary
20 E Thomas Rd.
Ste. 2000
Phoenix, AZ 85012, US
Employees at Osaic
Updates
-
Should we be worried about an earnings slowdown? Chief Market Strategist Phil Blancato answers that question on this week’s episode of #WeeklyMarketImpact. https://ow.ly/MjUN50QrNI4
-
-
For Dallas-based financial advisors Taylor Manning and Guy Charles, making the move to Osaic came down to three things: 1️⃣ Independence 2️⃣ Technology 3️⃣ Support We are proud to provide Taylor and Guy with the support and resources they need so they can focus on their clients. See why more financial professionals are making the move to Osaic: https://ow.ly/vgEO50QpgFw
-
-
Today, we honor the life and legacy of Dr. Martin Luther King Jr. We proudly stand in solidarity with Financial Alliance for Racial Equity (FARE) and their mission to increase racial diversity, drive greater equity and foster inclusion and belonging within the financial services industry. May we all come together to break down barriers, build bridges and transform our communities.
-
Please join us in welcoming financial advisor Coltin Brehm to #TeamOsaic! 👋 Based in Altoona, Wisconsin, the husband and father of two, specializes in retirement income and estate planning. Wanting to take his business to the next level, he made the move to Osaic. With transition support tailored to your preferences, goals and book of business, our goal is to minimize the impact on your clients, your revenue and your staff so your business doesn’t skip a beat. Learn more: https://ow.ly/pIMh50QoLZ7
-
-
Advisors are looking for independence and the autonomy to grow their practice and better serve their clients, but they're also looking for community and the ability to influence the platform and direction of the firm they partner with. Kristen Kimmell tells Financial Planning that going independent doesn't mean you have to sacrifice. Learn more: https://ow.ly/sJZS50QpVuw
-
-
The wait is over - registration for #WForum is now open! Join us in Hollywood, Florida for an incredible lineup of speakers, engaging breakouts, exciting activities and unforgettable experiences. This is a sought-after event and space is limited, so don't delay! https://ow.ly/Ugto50QpvoM
-
On a new episode of #WeeklyMarketImpact, special guest Michael Raczkowski, JD of Highland Capital Brokerage joins Philip S. Blancato to talk about 2024 planning and taxes. Listen and download wherever you get your podcasts. https://ow.ly/le0T50QoXcc
-
We're excited to share that The Platinum Wealth Group has joined #TeamOsaic and The AmeriFlex Group®! With over a century of combined experience serving clients' needs, this veteran team of financial advisors joined Osaic for the organizational vision and growth opportunities. Please join us in welcoming Bob Bleier CPFA, MDRT, Lisa Capizzi, Chuck Constantino, Christine Lane, Jessica Ferrindino, CFP®, CDFA®, Tonya Wester, AIF® and Nicole Harding to #TeamOsaic! Learn how partnering with Osaic gives you access to the industry's best resources >> https://ow.ly/llvF50QoKyb
-