Osaic

According to our latest whitepaper with Cerulli Associates, team-based practices tend to manage more assets, and exhibit stronger organic growth compared to Solo practitioners given the advantages of scale. With scale, teams are more likely to generate referrals from centers of influence as well as internal referrals from other advisors within their practice. Find out more about the benefits and approaches of building a team-based advisory practice: https://ow.ly/NRy850SrWw8

Let freedom ring 🔔🇺🇸🎇

Take us to Florida ☀️😎 📅 Save the date for #ConnectED24, Oct. 27-30 in Orlando. Registration launches later this summer.

On this week's episode of #WeeklyMarketImpact, special guest Matt Whitehurst, CFA joins Philip S. Blancato to discuss the Magnificent 7 and what opportunities lie ahead for investors. https://ow.ly/7bjC50StB2A

#TeamOsaic, please join us in welcoming Jennifer Lindsay to Osaic! 👋 As the President of Reichert Financial Services, a family founded and owned company, Jennifer decided to make the move to Osaic because of our platforms and products. "We believe in the same investment philosophy. With that, the line up of platforms, software, investment products and solutions align with what I am accustomed to and can offer my clients," she said. Learn how you can maximize your time when you partner with Osaic: https://ow.ly/1R4v50SrSP7

Financial Professional Donna Bogan was looking for industry-leading financial planning platforms that would allow her to better serve her clients. We’re grateful she found the resources she was looking for in MarketShare Financial and Osaic! Please join us in welcoming Donna to #TeamOsaic! 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/98Nm50SgZSy

In part two of a three-part series, Technology Solutions Consultant Aida Dillman and Amy Byars, Office Admin for Lifeplan Financial Advisors, discuss how to kick-off an impactful client meeting. Learn how to increase relatability and trust, strategies for taking notes and how to leverage your CRM to create homework for you and the client. https://ow.ly/vtvM50Sqe9z

Please join us in welcoming Engler, Garrow & Roth, Ltd. to #TeamOsaic! Financial Professionals John Engler, Matthew Garrow, Timothy Roth and Karla Stanton have over a century of combined experience managing portfolios and providing their clients with comprehensive financial planning. The veteran team decided to make the move to MarketShare Financial and Osaic for our commitment to industry-leading wealth management and financial planning platforms and practice management expertise, including succession and M&A programs. We look forward to supporting EGR and their clients for many years to come! https://ow.ly/iZmq50Sbg6o

⏰ It's time to diversify your portfolio! On a new episode of Weekly Market Impact, Philip S. Blancato suggests rotating into things that are cheaper and will perform well when the Fed cuts rates. Listen to the episode here: https://ow.ly/X4Gt50Sp0qu

Don't miss our latest podcast episode featuring Shannon Larson, SVP Platform Management at Osaic! In this episode, we dive deep into Osaic's transformative journey, exploring how they are scaling wealth management through strategic acquisitions and integration of state-of-the-art digital tools like eQuipt and Onehub. Learn how Osaic is enhancing advisor platforms, driving client satisfaction, and leading the way in financial planning at scale. Listen now wherever you get your podcasts >>> https://wp.me/pdTAz8-5xP