A Weekly Market Impact call, Phil Blancato provides insights and perspective on recent developments, as well as guidance going forward. 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 ...
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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 Woodbu ...
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Brought to you by Osaic and produced by Osaic's Succession & Acquisition team, the My Succession podcast delivers firsthand experiences from financial advisors on succession and continuity planning, acquisition, business valuation, and more! 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 ...
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Brought to you by Osaic and Women Forward, Osaic's women's initiative, The W Pulse is a podcast for women, by women featuring the thoughts, insights, and best practices from industry leaders. Women Forward is Osaic’s women’s initiative to attract, develop and nurture women financial advisors through programs that are innovative and actionable. Securities and investment advisory services are offered through the firms: Osaic Wealth, Inc., Triad Advisors, LLC, Osaic Institutions, Inc., and Wood ...
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This week, Phil discusses the latest comments from the Federal Reserve, expectations for a rate cut, and European versus American taxes with special guests Ben Dennis, CFA from Ladenburg Research.
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This week Phil talks about the Federal Reserves Jackson Hole meeting where we'll hear about interest rate policy. Phil also has a special guest, Matt Crosby, to discuss how mutual funds are converting into exchange trade funds.
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Technology Solutions Consultant Aida Dillman discusses using technology to track and manage your RMDs. This episode includes details on RMD calculators, onboarding integrations, preparing for client distributions and using your CRM.By Geoff Severson
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This week, Phil talks about recent market sell offs, changing labor markets and a solid earnings season for Q2.
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"Don’t panic" is the message of the week! Markets are selling off but the US is nowhere near recession. Listen to Phil’s thoughts on managing your portfolio during periods of volatility.
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Online Scheduler: GReminder and Your Office
22:39
22:39
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Manager of Technology Solutions Consulting Team Mark Matheny has a chat with Mark Hill from GReminder about the power of the online scheduling tool and the potential it has to revolutionize your office. GReminder specializes in servicing the financial services industry, with integrations into both Redtail and Wealthbox CRMs. Listen to Mark and Mark…
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This week, Phil talks about earnings and how important they are for the market, recent GDP, and PCE inflation data.
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This week, Phil talks about the potential political impacts on markets.
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Cybersecurity tactics continue to evolve and threaten your ability to run a professional and safe business. Listen as Osaic's Manager of Technology Solutions Consulting Mark Matheny shares important insight into defending against identity theft, safeguarding intellectual property, and how to properly form a response plan and backup strategies.…
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This week Phil talks about the latest inflation data, the misery index, and unusual data in the housing market.
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Tackle Data Gathering Differently with PreciseFP
47:27
47:27
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Special guest Nora Gallegos from PreciseFP sits with Osaic's Eric Baumgardner to discuss the powerful features of this data gathering software. PreciseFP empowers financial advisors to engage clients effortlessly, eradicating manual data entry, and enhancing day-to-day operations efficiency so that they can provide top-tier customer service, easily…
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This week, Phil talks about the latest job data, a slowing U.S. consumer and the latest trends in electricity and manufacturing materials.
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This week, Phil has a special guest Matt Whitehurst, CFA Sr. Product Specialist Alliance Bernstein. They discuss the Magnificent 7 and what opportunities lie ahead for the market besides those stocks.
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This week, Phil talks about the latest inflation data coming out in the PCE, time to diversify your portfolio, and a wrap up of the European economy.
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This week, Phil talks a bit about the Greek economy, the latest on inflation and the federal reserve, the strength behind the S&P 500 and what might be the beginning of the bond market rally.
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Client Meetings Part 3: Follow-Up Activities and Homework
19:31
19:31
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Technology Solutions Consultant Aida Dillman speaks with Amy Byars, Office Admin for Lifeplan Financial Advisors, in this 3-part series about client meetings. In Part 3, Amy shares insightful tips on creating 'homework' for you and also your clients. Learn how to implement effective follow-up strategies to produce the results you are looking for af…
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This week, Phil talks about the American versus European economies, the recent narrowness of the market, and the latest information about unemployment.
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This week, Phil talks about a moderating U.S. consumer, the latest on inflation with PCE, and elections in Mexico.
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Client Meetings Part 2: Conducting with Purpose
21:46
21:46
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Technology Solutions Consultant Aida Dillman speaks with Amy Byars, Office Admin for Lifeplan Financial Advisors, in this 3-part series about client meetings. In Part 2, Amy discusses how to kick-off an impactful client meeting. Hear how to increase relatability and trust throughout the meeting. Learn strategies for taking notes and how to leverage…
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This week Phil has a special guest, John Miller, who is head and chief investment officer of the High Yield Municipal Credit team at First Eagle Investments. They will discuss the municipal bond market opportunities.
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This week Phil goes over the latest data on inflation, current market valuations, and the top three things to be concerned about when it comes to markets.
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Client Meetings Part I: Review, Preparation & Execution of the Meeting
21:19
21:19
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Technology Solutions Consultant Aida Dillman speaks with Amy Byars, Office Admin for Lifeplan Financial Advisors, in this 3-part series about client meetings. In Part 1, Amy shares intuitive and intentional exercises that you should take prior to the client meeting. Listen in as Amy and Aida talk about texting, post cards, using templates and tag g…
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This week, we discuss the strength of the US Consumer, CPI inflation report due later this week, and corporate earnings for Q1.
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Last week a series of data came out that suggested the U.S. economy is weakening. Today, Phil will cover the impact of the data and what to expect from markets.
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NextPhase - the Ultimate Retirement Income Planning Platform
27:17
27:17
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Manager Technology Solutions Consultant Mark Matheny sits with Aaron Winters, Sr. Consultant with the Retirement and Income Planning team, to discuss in-depth details about NextPhase. NextPhase is a streamlined retirement income planning software and support package. Here Aaron describe how to be more proficient and profitable using NextPhase. He w…
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This week Phil is joined by Aidan Redmond, senior analyst with Ladenburg Asset Management, to break down inflation.
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Is the dollar losing its strength? Listen to today’s podcast with Phil and Fred Boy, CFA to learn more.
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This week, Phil Blancato is joined by Mike Meechan, Senior Analyst for LTAM, to discuss the Iran/Israel conflict and Tax Day details.
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Special guest Louis Retief, CEO and CO-Founder of Hubly, sits down with Osaic's Eric Baumgardner to discuss the powerful controls provided by the Hubly platform. Mr. Retief will describe advanced features of this complete financial advisory tool. Learn how you can implement deep and meaningful integrations into your CRM.…
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With so many office buildings empty, commercial real estate is a hot topic for investors. Special guest Matt Crosby joins this week's episode to discuss how the economy can hold up, despite the vacancies.
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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 outcome…
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This week on the Weekly Market Impact, Phil wraps up the first quarter, latest inflation data and spring in New Jersey!
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Tune in to this new episode to hear from special guest, Joe Bell, CIO of Meeder Investment Management! Phil and Joe discuss interest rate cuts, equity valuations and bond market implications.
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It's Fed week! On today's episode, Chief Market Strategist Phil Blancato talks about our expectations for inflation, risks in the marketplace and how you should be positioned.
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This week Phil talks about the stock market finally broadening out, if it is time to change your last allocation, and most importantly the power of women in finance.
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Technology Solutions Consultant Mark Matheny shares his expertise on Voice Over IP. What exactly is VOIP? Hear about the VOIP features that are superior to a traditional phone line. Also hear about reduced cost and remote access. Mark will also break down the difference between hardware and software phones.…
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What do pearls and Bitcoin have in common? Find out from Chief Market Strategist Phil Blancato on today's new episode.
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On this week's episode, Chief Market Strategist Phil Blancato is joined by special guest Dan Solender, Partner and Director of Taxable Fixed Income at Lord, Abbett & Co. LLC, to discuss the municipal bond market and current investment opportunities.
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Strong market performance has some investors worried about cashing out at all-time highs. However, Chief Market Strategist Phil Blancato says don’t let a fear of heights keep you from investing. Learn more on this week’s episode!
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Holistiplan works by scaling the process of tax planning so advisors can become both more comprehensive and efficient. Listen as Technology Solutions Consultant Mark Matheny from Osaic speaks with two knowledgable guests, Erik Berns from Holistiplan and Ryan Yamada from Osaics Financial Planning and Client Advice Team. Learn valuable information ab…
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The Super Bowl may be over, but on this week’s episode, Chief Market Strategist Phil Blancato talks Super Bowl economics. Plus, the surprising strength of the S&P 500 this year and the value of owning dividends.
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On this week's episode, Chief Market Strategist Phil Blancato highlights the success of the Magnificent 7, the latest on the Fed and a jobs update.
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Technology Solutions Consultant Aida Dillman talks through the value of using compliant file-sharing technology. Hear Aida describe how working with team members and your clients in real-time on shared documents increases efficiency and reduces possible errors. See how you can use file-sharing technology to get rid of unnecessary paper and foster b…
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In this episode, Chief Market Strategist Phil Blancato discusses Fed week, earnings, and investing when the market hits an all-time high.
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We’re 10% of the way through earnings season and tracking 4.1% year-over-year growth. However, the difference between earnings and operating costs are high, and higher interest rates are putting a dent in company profits. Learn more on this week’s episode.
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CEO of ionlake Derrick Girard talks about the powerful texting solution, MyRepChat, with Osaic's Technology Solutions Consultant, Aida Dillman. Texting with your client's not an "or" option, but an "and" option. You will be convinced that texting is a must after hearing the open and response rates as compared to emails. Hear about integrations and …
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Should we be worried about an earnings slowdown? Chief Market Strategist Phil Blancato answers the big question in this episode.
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Listen as Mark Matheny, Manager of Osaic Technology Solutions Consultant team, talks about CRM workflows and why they are a critical tool for driving a better business. Mark discusses how to build your own workflows as well as looking for the prebuilt options that will improve your business in such positive ways that even your clients will notice.…
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On this episode, special guest Mike Raczkowski of Highland Capital Brokerage joins Phil to talk about 2024 planning and taxes.
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This week, Phil wraps up 2023 and shares what we can expect for 2024.
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