Osaic Consulting

About Osaic Consulting

Listen to Osaic's road to ensemble! Securities and investment advisory services are offered through the firms: Osaic Wealth, Inc., Triad Advisors, LLC, Osaic Institutions, Inc., and Woodbury Financial Services, Inc., broker-dealers, registered investment advisers, and members of FINRA and SIPC. Securities are offered through Securities America, Inc., American Portfolios Financial Services, Inc., and Ladenburg Thalmann & Co., broker-dealers and member of FINRA and SIPC. Advisory services are offered through Arbor Point Advisors, LLC, American Portfolios Advisors, Inc., Ladenburg Thalmann Asset Management, Inc., Securities America Advisors, Inc., and Triad Hybrid Solutions, LLC, registered investment advisers. Advisory programs offered by Osaic Wealth, Inc., Securities America Advisors, Inc., Triad Advisors, LLC., and Woodbury Financial Services, 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

13 Sept 2023

Latest episode

25 Aug 2025

Latest episodes

11 episodes in the feed.

1. 

   25 Aug 2025

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2. 

   22 Sept 2023

   Episode 1: Defining Ensemble Vision & Mission

   Kirk Hulett and Jeff Sietstra of Business Coaching & Consulting discuss the definition and vision of an Ensemble, and explore its structure, pros and cons, and the first steps for building a successful foundation for an Ensemble.

3. 

   21 Sept 2023

   Episode 2: Defining Ensemble Ideal Client & Value Promise

   Kirk Hulett and Chris Kirby of Business Coaching & Consulting talk about identifying an Ensemble’s ideal client profile and formulating a value promise attractive to those ideal clients, as well as creating an effective service menu.

4. 

   20 Sept 2023

   Episode 3: Building Ensemble Brand Equity & Value

   Kirk Hulett and Charlie Dinnel of Business Coaching & Consulting investigate building the Ensemble’s brand value. Topics include performing a preliminary brand analysis, community involvement, and crafting a branding process and brand standards.

5. 

   19 Sept 2023

   Episode 4: Addressing Ensemble Client Ownership

   Kirk Hulett and Roger Verboon of Business Coaching & Consulting explore the issue of addressing client ownership in an Ensemble. They address crucial areas like converting a practice’s clientele to firm ownership and how to approach compensation.

6. 

   18 Sept 2023

   Episode 5: Ensemble Affiliation & Exit Agreements

   Kirk Hulett of Business Coaching & Consulting and Todd Fulks from Succession & Acquisition Consulting look at protecting the Ensemble’s client ownership through several critical agreements and documents, such as affiliation and exit agreements.

7. 

   17 Sept 2023

   Episode 6: Determining Partnership Equity & Compensation

   Kirk Hulett and Jeff Sietstra of Business Coaching & Consulting discuss the complexities of determining partnership equity and compensation, including partner contributions to the Ensemble, compensation structures, and calculating equity splits.

8. 

   16 Sept 2023

   Episode 7: Leading & Managing an Ensemble

   Kirk Hulett and Alan Cole of Business Coaching & Consulting navigate the challenges of leading and managing an Ensemble. They look at self-assessment for leaders, building leadership skills, and how to communicate effectively within the Ensemble.

9. 

   15 Sept 2023

   Episode 8: Capitalizing on Human Capital for an Ensemble

   Kirk Hulett and Alan Cole of Business Coaching & Consulting focus on HR tactics for Ensembles. They talk about how best to build a suitable framework and process for addressing people structure needs and finding best-fit candidates for every role.

10. 

    14 Sept 2023

    Episode 9: Running an Efficient Ensemble using Technology

    Jeff Sietstra of Business Coaching & Consulting and Mark Matheny of Technology Solutions Consulting discuss efficiently running an Ensemble through appropriate tech. They consider proper use of CRMs, calendars, file sharing, and cyber security.

11. 

    13 Sept 2023

    Episode 10: Succession for an Ensemble

    Kirk Hulett and Chris Kirby of Business Coaching & Consulting talk about succession and continuity planning for Ensembles. They discuss considerations for Ensembles vs. non-Ensembles, as well as grooming the next generation for future leader roles.

Reach and audience

Public platform figures. Ratings count people who left a rating, not total listeners.

Apple Podcasts (US)

3.5 / 5

2 ratings

Contact Osaic Consulting

Guest appearances

Does not typically book guests

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