Osaic Technology Podcast
by Osaic
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- Per-Episode Audience
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N/A🎙 ~2x weekly·69 episodes·Last published 1mo ago - Monthly Reach
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On the show
From 15 epsHosts
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Recent episodes
Solving the Swivel Chair Problem with Wealth.com's Planning Solution
Jul 14, 2026
31m 02s
Trust & Will Estate Planning, with Cody Barbo
Jun 30, 2026
39m 15s
Simplifying AI in Financial Practices
Jun 1, 2026
10m 41s
Prospecting AI Tool Wealthfeed, with Rylan Folts
May 29, 2026
42m 04s
Technology & Business Strategy Alignment, with Karen Keithley
May 19, 2026
29m 28s
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| Date | Episode | Topics | Guests | Brands | Places | Keywords | Sponsor | Length | |
|---|---|---|---|---|---|---|---|---|---|
| 7/14/26 | financial planningestate planning+3 | Danny Lohrfink | Wealth.com | — | Wealth.comfinancial practice+3 | — | 31m 02s | ||
| 6/30/26 | estate planningaffordability+3 | Cody Barbo | Trust & Will | — | estate planningTrust & Will+3 | — | 39m 15s | ||
| 6/1/26 | Artificial Intelligencefinancial practices+4 | Mark Matheny | OsaicArtificial Intelligence+3 | — | AIfinancial practices+5 | — | 10m 41s | ||
| 5/29/26 | AI prospectingdata ownership+3 | Rylan Folts | WealthfeedOsaic | — | AIprospecting tool+4 | — | 42m 04s | ||
| 5/19/26 | technology alignmentbusiness strategy+3 | Karen Keithley | OsaicTechnology Solutions Consulting team+1 | — | technology solutionsbusiness consulting+3 | — | 29m 28s | ||
| 5/4/26 | data utilizationwealth management+3 | Dan Cavanaugh | Aidentified | — | datawealth management+4 | — | 22m 52s | ||
| 4/23/26 | online schedulingfinancial practice+3 | Mark Matheny | Osaic | — | online schedulerfinancial practice+5 | — | 10m 16s | ||
| 3/26/26 | AI toolsfinancial services+3 | Jim Hardeman | Zocks AI | — | AIfinancial services+3 | — | 40m 28s | ||
| 3/6/26 | artificial intelligencefintech+4 | Daniel Gilmartin | Catchlight AI | — | artificial intelligencefintech+3 | — | 33m 02s | ||
| 2/17/26 | artificial intelligenceestate planning+3 | Mark Matheny | OsaicOsaic Technology Podcast | — | AIestate planning+3 | — | 10m 23s | ||
| 1/29/26 | financial healthaging adults+3 | Aida Dillman | Carefull | — | financial monitoringaging adults+3 | — | 8m 20s | ||
| 1/27/26 | organic growth strategycontact enrichment+2 | Eden Ovadia | FINNYfinny.com | — | FINNYgrowth engine+3 | — | 24m 56s | ||
| 1/14/26 | CRMtechnology+3 | Aida Dillman | Osaic | — | CRMtechnology solutions+3 | — | 8m 06s | ||
| 12/18/25 | hardware requirementsfinancial practice+4 | Eric Baumgardner | Osaic | — | hardwareVPN+7 | — | 13m 08s | ||
| 12/2/25 | productivity managementtask workflows+3 | Aida Dillman | ClickUpOsaic | — | ClickUpproductivity+4 | — | 10m 11s |
Showing 15 of 15
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