Osaic Technology Podcast
Hosted by Eric Baumgardner and Aida Dillman and Mark Matheny · Osaic
5.0from 5 ratings
- 118
- Episodes
- 24
- Transcribed
- 5
- Ratings
- Bi-weekly
- Cadence
- 2020
- First episode
About Osaic Technology Podcast
Level up your business with technology solutions to increase productivity, improve client service, and uncover opportunities for growth. Osaic's technology podcast offers best practices to help you learn, adapt, and implement technology to thrive as an independent financial professional. Visit http://www.osaic.com for additional information. 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
- 18 Feb 2020
- Latest episode
- 19 Oct 2026
Latest episodes
24 of 118 episodes have a transcript.
19 Oct 2026TRANSCRIPT
SmartOffice, with Sales Manager Justin Bishop
21 Sept 2026TRANSCRIPT
Reducing the Overwhelming Feelings of Your Marketing Efforts
26 Aug 2026TRANSCRIPT
Scribe: Documenting Your Processes Automatically
Inside a recent episode
SmartOffice, with Sales Manager Justin Bishop
Published 19 Oct 2026 · Transcript excerpt
[…] So when we're talking about asking the assistant and, you know, ask me anything, obviously, the data has to be there, right? So how important is data quality when it comes to getting obviously meaningful results from smart office, right? What do we say? Garbage in, garbage out, right? So can you tell me a little bit about that? Yeah, I definitely can. So the data that you're putting in is extremely important for the advisor and for a couple of reasons. I mean, there's obvious reasons. Everybody wants their data to be accurate. You want to make sure that the phone number that you're seeing in your client's record is the right phone number or the email address that you're sending an email to is the right one. […]
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See plansWho has been a guest on Osaic Technology Podcast
Names identified in recent episode analyses. Showing up to five guests.
- Justin Bishop
- Alison Brucker
- Marc Dorfman
- Jason Early
- Danny Lohrfink
Reach and audience
Public platform figures. Ratings count people who left a rating, not total listeners.
- Apple Podcasts (US)
- 5.0 / 5
- 5 ratings
Podcast Authority Score: 48 / 100
A composite of feed quality, social presence, YouTube performance and engagement. Read the methodology.
- Quality
- 72
- Social presence
- 0
- YouTube
- 0
- Engagement
- 60
Contact Osaic Technology Podcast
- Guest appearances
- Books guests
Based on episode analysis; this does not confirm that the show is currently accepting guests.
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Questions about Osaic Technology Podcast
Who hosts Osaic Technology Podcast?
Eric Baumgardner and Aida Dillman and Mark Matheny host the show. Published by Osaic.
How often do new episodes come out?
The show publishes bi-weekly, based on its RSS feed.
Does Osaic Technology Podcast take guests?
Yes. Guests have been identified in episode analyses.
Where can I read transcripts?
24 of 118 episodes have a transcript on Pod Engine. Full transcripts are available with a Pod Engine plan.
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