The Helping Mindset with Rich Osman [Ep. 58]

The Helping Mindset with Rich Osman [Ep. 58]

From Perfectly Integrated by Matt Ackermann

May 22, 2025

About this episode

Matt Ackermann interviews Richard Osman about his helping mindset and approach to financial advising.

Matt sits down with Maryland based advisor and founder of Phronesis Wealth Management, Richard Osman. It’s always been about helping for Rich, a mindset that comes naturally to him, but can you help everyone? Matt loves a good-origin story and Rich delivers with his honest, family-oriented beginning that taught him invaluable lessons that brought him to where he is today. Rich shares his thoughts on: “Niching Down” Client minimums Keeping up with client’s diversified needs Perceived industry standards and so much more!   Connect With Richard Osman: RichardOsman@wearephronesis.com LinkedIn: Richard Osman YouTube: We Are Phronesis Phronesis Wealth Management Connect With Matt Ackermann: info@ifpadvisor.com (781)890-3045 Integrated Partners LinkedIn: Matt Ackermann LinkedIn: Integrated Partners Twitter: Integrated Partners About Our Guest: A tenured and credentialed CEO and financial advisor, Richard works with people at or near retirement to help guide them through their exciting next act. With a keen focus on optimizing tax efficiency, Richard is dedicated to helping you navigate decisions around pensions and withdrawing assets during retirement. Richard’s mission is simple…

People in this episode

Host: Matt Ackermann

Guest: Richard Osman

Topics covered

  • financial advising
  • client relationships
  • retirement planning
  • wealth management
  • personal finance

Keywords

  • financial success
  • tax efficiency
  • client needs
  • pensions
  • asset withdrawal

Mentioned in this episode

Organizations: Phronesis Wealth Management, Integrated Partners

Places: Maryland

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