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On the show
From 10 epsHosts
Recent guests
Recent episodes
Simplifying AI in Financial Practices
Jun 1, 2026
Unknown duration
Prospecting AI Tool Wealthfeed, with Rylan Folts
May 29, 2026
Unknown duration
Technology & Business Strategy Alignment, with Karen Keithley
May 19, 2026
Unknown duration
Aidentified's General Manager Dan Cavanaugh: Don't Guess Who to Reach Out To
May 4, 2026
22m 52s
Definitive Consistency and Reducing Friction Points: Online Schedulers
Apr 23, 2026
10m 16s
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| Date | Episode | Topics | Guests | Brands | Places | Keywords | Sponsor | Length | |
|---|---|---|---|---|---|---|---|---|---|
| 6/1/26 |  Simplifying AI in Financial Practices | Manager of Technology Solutions Consultants Mark Matheny with Osaic breaks down Artificial Intelligence as it relates to financial practices. Mark describes the differences between machine learning, generative AI, and agentic AI, making it easy to understand. He will describe the potential rewards of using AI, but also the various things that AI can not and should not do! What categories of AI tools are most financial professionals adopting, and why? | — | ||||||
| 5/29/26 | Prospecting AI Tool Wealthfeed, with Rylan Folts | Wealthfeed is a powerful AI prospecting tool that can help you create a variety of strategies, while owning your own data and integrating with your CRM. Osaic's Eric Baumgardner speaks with the Co-Founder of Wealthfeed, Rylan Folts, as they talk about aggregations, exclusivity issues, unique email outreach, and how to use your "great data." | — | ||||||
| 5/19/26 |  Technology & Business Strategy Alignment, with Karen Keithley | Manager of Technology Solutions Consultants Mark Matheny talks with Sr. Business Consultant Karen Keithley about the importance of syncing up your technology platforms to your business strategies. At Osaic, our two teams of experts work in harmony to bring about the best experience for you and your clients, in your financial business. Learn where to show up in your client experience, how to gauge innovation in the product shelf, and other inflection points that are common intersections for our two teams. Contact information: Technology Solutions Consulting team: tscconsulting@osaic.com Business Coaching & Consulting team: BusinessConsulting@osaic.com | — | ||||||
| 5/4/26 | Aidentified's General Manager Dan Cavanaugh: Don't Guess Who to Reach Out To✨ | data utilizationwealth management+3 | Dan Cavanaugh | Aidentified | — | datawealth management+4 | — | 22m 52s | |
| 4/23/26 |  Definitive Consistency and Reducing Friction Points: Online Schedulers✨ | online schedulingfinancial practice+3 | Mark Matheny | Osaic | — | online schedulerfinancial practice+5 | — | 10m 16s | |
| 3/26/26 |  Talking Zocks AI with Jim Hardeman, EVP, Product✨ | AI toolsfinancial services+3 | Jim Hardeman | Zocks AI | — | AIfinancial services+3 | — | 40m 28s | |
| 3/6/26 |  Catchlight AI: We talk with CMO Daniel Gilmartin✨ | artificial intelligencefintech+4 | Daniel Gilmartin | Catchlight AI | — | artificial intelligencefintech+3 | — | 33m 02s | |
| 2/17/26 |  AI to Add Clarity to Estate Planning✨ | artificial intelligenceestate planning+3 | Mark Matheny | OsaicOsaic Technology Podcast | — | AIestate planning+3 | — | 10m 23s | |
| 1/29/26 |  Carefull: Monitor the Financial Health of Aging Adults✨ | financial healthaging adults+3 | Aida Dillman | Carefull | — | financial monitoringaging adults+3 | — | 8m 20s | |
| 1/27/26 |  FINNY: Building Your Own Growth Engine✨ | organic growth strategycontact enrichment+2 | Eden Ovadia | FINNYfinny.com | — | FINNYgrowth engine+3 | — | 24m 56s | |
Want analysis for the episodes below?Free for Pro Submit a request, we'll have your selected episodes analyzed within an hour. Free, at no cost to you, for Pro users. | |||||||||
| 1/14/26 |  5 High Impact Actions for your CRM✨ | CRMtechnology+3 | Aida Dillman | Osaic | — | CRMtechnology solutions+3 | — | 8m 06s | |
| 12/18/25 |  Hardware Requirements for Now and into the New Year✨ | hardware requirementsfinancial practice+4 | Eric Baumgardner | Osaic | — | hardwareVPN+7 | — | 13m 08s | |
| 12/2/25 |  Productivity Management, with ClickUp✨ | productivity managementtask workflows+3 | Aida Dillman | ClickUpOsaic | — | ClickUpproductivity+4 | — | 10m 11s | |
| 11/19/25 |  Wealthbox's new AI Notetaker, with Director Andrew Ladwig | The impact of artificial intelligence in the finance industry continues to pick up speed. Hear from the Wealthbox's Director of Business Development, Andrew Ladwig, about how the new AI notetaking feature can change your business in some very creative, impactful and compliant ways. Osaic's Mark Matheny talks with Andrew and discusses creating summaries, suggesting workflows, and forming opportunities using the new tool. For more information, contact Wealthbox directly at sales@wealthbox.com. | — | ||||||
| 10/31/25 |  1% Better Every Day, with Founder & Managing Partner Chip Kispert | Osaic's Mark Matheny interviews the Founder & Managing Partner of Beacon Strategies, Chip Kispert, who shares the importance of transformation, trust and technology in financial businesses. Chip also talks about the need for improving your data quality so that the integration of artificial intelligence (AI) is effective and accurate. Learn also about using technology to enable your clients to engage and collaborate. | — | ||||||
| 10/15/25 |  Superior Phone Service with VOIP... and more! | Technology expert Mark Matheny discusses the ease of moving your office from outdated phone systems to the more superior service of VOIP. What is the technology and why should you convert your office to it? Mark explains the features, such as superior sound, voicemail to email, smart features and remote access to name a few. | — | ||||||
| 9/22/25 |  Technology Expands Your Business | Technology Solutions Consultant Aida Dillman talks about the technology that can be used to intentionally expand your business. Aida discusses automation, scheduling, and other strategies to get your started. Also hear how technology can be used to increase your geographical reach. Learn how to combat the advisor growth challenge. | — | ||||||
| 9/3/25 |  Integrations: Helpful Definitions and More | Listen as Technology Solutions Consultant Aida Dillman from Osaic talks about the importance of integrations. Aida defines what integrations are, the three major types, and what steps you can take to use them in your practice. With integrations, you can reduce errors, reduce manual entry of data, and save valuable time. | — | ||||||
| 8/18/25 |  YCharts for Investment Research | Hear the latest updates on YCharts from Eric Baumgardner, a Technology Solutions Consultant from Osaic. Also in this episode, learn about the amazing features and capabilities of YCharts - an all-in-one platform for investment research. Special guest Lauck Olson, the VP of Enterprise Sales of YCharts, chats with Osaic's Eric Baumgardner about several of the key features that will help your practice flourish. Hear about partnerships, strategies and outcomes, documenting due diligence, and comparisons and analytics. Also learn how your portfolio management can be more easily tracked and compared using built-in tools. | — | ||||||
| 7/29/25 |  Talking Artificial Intelligence, with Zocks Co-Founder Mark Gilbert | Osaic's Mark Matheny meets with Zocks Co-Founder and CEO, Mark Gilbert. They discuss the world of artificial intelligence and how it is affecting financial services. Hear how Zocks AI can directly impact your financial business today, by saving time and by facilitating meaningful integrations with your current systems. Learn how you can turn client meetings into actional insights, clean up administrative work and simplify post-meeting processes. https://www.zocks.io/resources/osaic-onboarding | — | ||||||
| 7/14/25 |  Jump AI for Your Financial Business, with Guest Tobin Bennion | Jump AI has announced a recent partnership with Osaic, and now is the time to get going with introducing artificial intelligence into your financial practice. Our special guest, The Head of Sales Tobin Bennion from Jump AI, dives into multitude of reasons why you should engage with AI in your practice, and how it can benefit your relationship with your clients. Learn more about post client meeting workflows, high quality meeting summaries, and how to identify tasks. See if you too can save up to 10 hours per week when you introduce ai. https://jumpapp.com/partners/osaic | — | ||||||
| 7/1/25 |  Osaic talks to GReminders: The Future of AI in Financial Services | Eric Baumgardner, Osaic's Technology Solutions Consultant, talks with CEO & Founder Arnulf Hsu of GReminders about the extensive effect that artificial intelligence (AI) is having on the financial industry. Listen as they discuss deep integrations with CRMs and calendars, and how note-takers and summaries can be connected to eliviate the challenge of "data islands." Learn more at greminders.com/osaic | — | ||||||
| 6/16/25 |  Handling Life Events with Technology | Osaic's Technology Solutions Consultant Aida Dillman speaks with a highly seasoned assistant about how technology platforms should be used when dealing with life events of your financial clients. Listen as they discuss platforms such as Redtail, MyRepchat, and PreciseFP. Also hear how digital signature can enhance your practice and make life much easier for your clients, increasing the loyalty and strength of your relationships. | — | ||||||
| 5/30/25 |  Using All of Your CRM for the Good | Osaic's Technology Solutions Consultant Aida Dillman talks about how to use your CRM to the fullest capacity, to reduce costs, streamline processes and make the office run smoother. Hear expert tips on follow-ups, how to track progress and the importance of training on your CRM. Listen to Aida discuss using templates and how to create a meaningful measuring and reflecting process. | — | ||||||
| 5/14/25 |  Success: It Doesn't Come without Challenges | Hear from author and business creator Derrick Girard as he speaks with Osaic's Mark Matheny about the challenges that he faced on his career path. Derrick shares his thoughts on the powers of adaptation, and also dives into the disputes and lawsuits that he faced. Learn how goals can empower you for success and what it means to "figure it out" in the workforce. | — | ||||||
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