ConnectED Conversations

About ConnectED Conversations

ConnectED Conversations is a podcast series amplifying voices and insights from our flagship annual conference. Join leaders, innovators, and experts as we explore the Power of One – Osaic's next phase of growth focused on driving organic success and elevating support for entrepreneurial Financial Professionals. Gain personal insights and actionable takeaways from peers, with ideas that inspire and resonate long after the conference ends. -------------------------------------------------------------------------------------------------------- DISCLOSURE: Securities and investment advisory services are offered through the firms: Osaic Wealth, Inc. and Osaic Institutions, 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. © Osaic, Inc. • osaic.com

Publisher

Osaic

Category

business · business

Language

en

Explicit

No

First episode

10 Dec 2024

Latest episode

10 Dec 2024

Latest episodes

12 episodes in the feed.

1. 

   10 Dec 2024

   The Relationship Edge: Boosting Client Engagement and Growth Strategies

   In this episode, advisors Steve Mohyla and John Moran, alongside Osaic’s Jerry Schreck, share insights on driving organic growth through strong client relationships and authentic connections. Steve highlights how exceptional service leads to referrals and key takeaways from the Wealth Advisor Academy, while John emphasizes patience, authenticity, and community involvement as crucial for new advisors. He also explains how his passion for causes has fueled long-term, referral-driven success. Steve discusses his innovative hiring approach, and John reflects on his team’s evolution, focusing on complementary skills and continuous growth. The conversation also covers Osaic’s Next Level Coaching and the value of personality profiling in hiring. Tune in for actionable strategies on growth, leadership, and long-term success in financial services. Episode Highlights: Jerry and Steve explore strategies for organic growth, focusing on untapped potential within existing client books. Steve highlights how exceptional service leads to referrals and shares how the Wealth Advisor Academy taught him to ask open-ended questions and let clients "empty the bucket," uncovering deeper needs, building trust, and driving meaningful growth. John and Jerry discuss strategies for new advisors to achieve organic growth, emphasizing the value of patience, authenticity, and genuine community involvement. John shares how focusing on causes he’s passionate about builds trust and meaningful relationships, leading to natural referrals and long-term clients. Steve discusses his innovative approach to hiring by bringing on his daughter, a digital marketing expert, as a part-time assistant. Her skills have streamlined operations, enhanced event coordination, and improved client preparation, enabling Steve to focus on high-value work. John highlights his team's evolution, focusing on complementary skills, a client-focused, family-oriented culture, and the development of new talent to support the practice's growth. Jerry and John discuss Osaic’s Next Level Coaching program, and using personality profiling tools in hiring to ensure complementary skill sets and effective team dynamics. Jerry and Steve discuss Steve's role as a Regional Vice President (RVP), where his experience as a producing advisor strengthens his ability to support his team. Steve emphasizes the value of attending programs like the Wealth Advisor Academy, where he shares his expertise and learns from peers, enhancing both his leadership and business growth. John encourages newcomers to the financial industry to prioritize continuous learning and utilize available resources. He emphasizes the importance of developing a personalized approach to the business and underscores the value of a supportive team with access to legal and accounting resources to help scale a practice. Resources Mentioned: John Moran (mailto:john@planwithmoran.com) Moran Wealth Advisors (https://www.planwithmoran.com/) Stephen Mohyla (mailto:steve@stevemohyla.com) Steve Mohyla Executive Retirement and Estate Planning (https://www.stevemohyla.com/) Gerald Schreck, CFA Wealth Advisor Academy Next Level Business Coaching - - - 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. AdTrax: 7377572

2. 

   10 Dec 2024

   Empowering Support: Building Skills for a Superior Client Experience

   In this episode, Michelle Hauge, alongside Osaic’s Robin Carlton and Jerry Schreck, delves into the future of support staff training and its pivotal role in team success. Michelle shares her dedication to building strong, efficient teams, while Robin reveals exciting new developments in support staff programs and highlights current resources. Jerry provides a sneak peek into the upcoming Wealth Management Support Academy, launching in 2025, offering a dynamic learning experience. Tune in to learn how these evolving initiatives will transform training, community, and productivity for support teams. Episode Highlights: Michelle shares her passion for team development, reflecting on her experience with Osaic's administrative training programs in 2020 and her ongoing efforts to support a new training initiative for support staff, driving growth and success. Robin discusses the evolution of support staff training, building on the success of programs like Assistant University, and shares plans to relaunch these initiatives through the Wealth Management Support Academy in 2025. She also highlights the growing SupportCentric community on OneHub, where over 200 members engage in peer support on client service and technology. Michelle explains how her practice, now with new advisors and an expanded support team, is addressing the challenges of onboarding new members. She emphasizes the need for industry-specific knowledge, from terminology to systems, and how training programs are key to boosting efficiency. Robin outlines development resources currently available to support teams, including the on-demand Learning Corner with a new hire technology curriculum, webinars, and First Fridays—offering 30-minute one-on-one sessions with trainers. Jerry discusses the future of the Wealth Management Support Academy, set to launch in Q1 2025. This dynamic program will combine in-person and virtual components, with continuous feedback and updates to ensure it meets evolving needs and supports ongoing community building. Resources Mentioned: Michelle Hauge, CFP® (mailto:mhauge@lifepointefp.com) LifePointe Financial Planning (https://www.lifepointefp.com/) SupportCentric Community (mailto:Training@osaic.com) Osaic Education & Training (mailto:Training@osaic.com) - - - 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. AdTrax: 7377588

3. 

   10 Dec 2024

   Evolving from Education to Financial Services as a Support Professional

   Meghan Oakley-Henning and Mark Matheny from Osaic explore how technology is transforming financial services, optimizing client management and operations, and enabling growth through efficient systems and data flow.

4. 

   10 Dec 2024

   Shaping the Future of Women’s Leadership

   Tricia Carter Wood and Lindsey Hanley, a Women's Advisory Board duo, share insights on empowering the next generation of women in finance through mentorship, tailored resources, and collaboration.

5. 

   10 Dec 2024

   Embracing Change: Strategies for Growth and Collaboration at Osaic

   Chad Parmenter and Tyler Mahoney discuss how embracing change with empathy and optimism empowers advisors to navigate uncertainty and thrive through transitions at Osaic.

6. 

   10 Dec 2024

   NextGen Advisors: Strategies for Growth and Success

   In this episode, NextGen advisors Leah Weinberg and Casey Kotter, joined by Osaic’s Jenny Le, share their transformative journeys in the financial advisory world, emphasizing growth, mentorship, and the power of adaptability. Leah discusses her transition from corporate finance to a multi-generational practice with her father, leveraging her expertise in M&A to streamline operations, scale the business, and focus on client relationships. Casey reflects on his evolution from intern to advisor, helping small business owners align their personal and business goals while mentoring younger advisors to take on parts of his practice. Together, they reveal how Osaic’s resources, including leadership support, coaching, and the Wealth Management Platform, have been game-changers in driving scalability, simplifying investment processes, and enhancing client service, offering key insights for building a thriving, future-focused advisory practice. Episode Highlights: Leah shares her journey from corporate finance to joining her father's multi-generational financial advisory practice, driven by a desire for deeper human connection and a shared vision for sustainable growth. Casey reflects on his inspiring journey from a college internship to becoming a financial advisor, emphasizing his passion for numbers, dedication, and eagerness to learn, which helped him build meaningful client relationships and professional growth. Leah and Casey discuss their paths of professional growth, with Leah pursuing advanced certifications to specialize in high-net-worth clients and build confidence, while Casey blends formal education with collaborative learning to refine his skills and broaden his perspective. Leah and Casey describe how they leverage Osaic's resources, with Leah participating in programs like Jumpstart and Advisor Wealth Academy while chairing the NextGen Council, and Casey utilizing coaching, leadership support, and the NextGen community to mentor younger advisors and drive succession planning. Casey explains how he grows his practice by focusing on small business owners who are less structured, helping them align their business and personal financial goals, while mentoring younger advisors to take on parts of his business, enabling him to focus on his top clients. Leah outlines her growth strategy, focusing on targeted M&A and using her corporate finance expertise to identify succession opportunities, streamline operations, and scale the business while keeping client relationships a top priority. Heather and Leah emphasize the importance of flexible, salaried compensation structures to attract and retain young advisors, with Leah’s practice implementing a tiered salary model that ensures financial stability while fostering growth. Leah and Casey highlight how they leverage Osaic's Wealth Management Platform (WMP) to drive scalability and efficiency, with Casey utilizing portfolio models to streamline client management, while Leah shifts to third-party managers on the UMA platform to simplify investment selection and consolidate client accounts for enhanced service and growth. Resources Mentioned: Leah Weinberg, CFP®, CDFA on LinkedIn Weinberg Financial Group Casey D. Cotter, CFP®, CRPC® (mailto:casey@ifgteam.com) Integrated Financial Group Financial Planning Jump Start Wealth Advisor Academy Osaic NextGen Community (mailto:NextGen@osaic.com) - - - 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. AdTrax: 7377534

7. 

   10 Dec 2024

   Building Osaic’s Team for the Future

   Osaic Chief Human Resources Officer Jeffrey Green shares how the company is tackling the global talent shortage by aligning HR strategy with future needs and empowering employees to expand their roles and unlock their full potential.

8. 

   10 Dec 2024

   The Power of Partnership: Osaic Advantage Companies

   Osaic Advantage Companies' Charles Green and Teague Wright discuss how their integrated services streamline estate planning, offer tailored wealth management, and fuel business growth for financial advisors.

9. 

   10 Dec 2024

   Advisor Tech Stories: Transforming Financial Planning with Tech-Enabled Behavioral Insights

   Josh Gilliam, a financial advisor and psychology expert, shares how his behavioral finance insights led to the creation of the Fi Life Framework, empowering clients to make better financial decisions through tech-enabled, qualitative understanding.

10. 

    10 Dec 2024

    The Modernization of Supervision

    Osaic's Shawn Mihal, Cindy Robertson, and Christian Bratton of Anderson Wealth Advisors discuss how modernizing supervision through policy refinement, tech upgrades, and feedback-driven improvements minimizes risk and streamlines processes for financial professionals.

11. 

    10 Dec 2024

    The Evolving Advisor: From Case-Based to Comprehensive Financial Planning

    Joe Gaeckle and Susan Owens explore the evolving landscape of financial planning, highlighting the shift from case-based to comprehensive planning and its benefits for client trust and satisfaction.

12. 

    10 Dec 2024

    The Power of Partnership: Co-Creating Enterprise Value with Osaic

    Claire McCarthy, Brian Ritchie, and Andrea Sheikh explore the transformative power of co-creating enterprise value with Osaic, revealing strategies for sustainable growth and scalability.

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Guest appearances

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Based on episode analysis; this does not confirm that the show is currently accepting guests.