Best Advisorgroup Podcasts (2024)

1
Weekly Market Impact: July 22nd 29:31

3h ago29:31

29:31

This week, Phil talks about the potential political impacts on markets.

1
Creating Barriers Against the Threats 7:46

6d ago7:46

7:46

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.…

1
Weekly Market Impact: July 15th 23:53

2h ago23:53

23:53

This week Phil talks about the latest inflation data, the misery index, and unusual data in the housing market.

1
Tackle Data Gathering Differently with PreciseFP 47:27

3d ago47:27

47:27

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…

1
Weekly Market Impact: July 8th 24:11

5d ago24:11

24:11

This week, Phil talks about the latest job data, a slowing U.S. consumer and the latest trends in electricity and manufacturing materials.

1
Weekly Market Impact: July 1st 36:57

15d ago36:57

36:57

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.

1
Weekly Market Impact: June 24th 24:57

20d ago24:57

24:57

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.

1
Weekly Market Impact: June 18th 20:26

28d ago20:26

20:26

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.

1
Client Meetings Part 3: Follow-Up Activities and Homework 19:31

1M ago19:31

19:31

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…

1
Weekly Market Impact: June 10th 26:11

1M ago26:11

26:11

This week, Phil talks about the American versus European economies, the recent narrowness of the market, and the latest information about unemployment.

1
Weekly Market Impact: June 3rd 15:53

2M ago15:53

15:53

This week, Phil talks about a moderating U.S. consumer, the latest on inflation with PCE, and elections in Mexico.

1
Client Meetings Part 2: Conducting with Purpose 21:46

2M ago21:46

21:46

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…

1
Weekly Market Impact: May 28th 33:12

2M ago33:12

33:12

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.

1
Weekly Market Impact: May 20th 27:06

2M ago27:06

27:06

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.

1
Client Meetings Part I: Review, Preparation & Execution of the Meeting 21:19

2M ago21:19

21:19

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…

1
Weekly Market Impact: May 13th 21:09

2M ago21:09

21:09

This week, we discuss the strength of the US Consumer, CPI inflation report due later this week, and corporate earnings for Q1.

1
Weekly Market Impact: May 6 25:42

3M ago25:42

25:42

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.

1
NextPhase - the Ultimate Retirement Income Planning Platform 27:17

3M ago27:17

27:17

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…

1
Weekly Market Impact: April 29 29:46

3M ago29:46

29:46

This week Phil is joined by Aidan Redmond, senior analyst with Ladenburg Asset Management, to break down inflation.

1
Weekly Market Impact: April 22 32:56

3M ago32:56

32:56

Is the dollar losing its strength? Listen to today’s podcast with Phil and Fred Boy, CFA to learn more.

1
Weekly Market Impact: April 15 26:02

3M ago26:02

26:02

This week, Phil Blancato is joined by Mike Meechan, Senior Analyst for LTAM, to discuss the Iran/Israel conflict and Tax Day details.

1
Hubly Provides the Controls You Need 41:09

3M ago41:09

41:09

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.…

1
Weekly Market Impact: April 8 32:14

4M ago32:14

32:14

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.

1
Revolutionary Power of YCharts 34:21

4M ago34:21

34:21

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…

1
Weekly Market Impact: April 1 26:28

4M ago26:28

26:28

This week on the Weekly Market Impact, Phil wraps up the first quarter, latest inflation data and spring in New Jersey!

1
Weekly Market Impact: March 25 40:53

4M ago40:53

40:53

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.

1
Weekly Market Impact: March 18 26:10

4M ago26:10

26:10

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.

1
Weekly Market Impact: March 11 25:19

5M ago25:19

25:19

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.

1
Business Phone: Make the Change to VOIP? 9:09

5M ago9:09

9:09

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.…

1
Weekly Market Impact: March 4 27:13

5M ago27:13

27:13

What do pearls and Bitcoin have in common? Find out from Chief Market Strategist Phil Blancato on today's new episode.

1
Weekly Market Impact: February 26 39:41

5M ago39:41

39:41

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.

1
Weekly Market Impact: February 20 26:57

5M ago26:57

26:57

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!

1
Using Holistiplan to Speed Things Up 24:40

5M ago24:40

24:40

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…

1
Weekly Market Impact: February 12 27:52

5M ago27:52

27:52

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.

1
Weekly Market Impact: February 5 24:14

6M ago24:14

24:14

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.

1
Real-Time Convenience with File Sharing 9:27

6M ago9:27

9:27

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…

1
Weekly Market Impact: January 29 23:52

6M ago23:52

23:52

In this episode, Chief Market Strategist Phil Blancato discusses Fed week, earnings, and investing when the market hits an all-time high.

1
Weekly Market Impact: January 22 24:19

6M ago24:19

24:19

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.

1
Compliant Texting with MyRepChat 19:02

6M ago19:02

19:02

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 …

1
Weekly Market Impact: January 16 26:10

6M ago26:10

26:10

Should we be worried about an earnings slowdown? Chief Market Strategist Phil Blancato answers the big question in this episode.

1
CRM Workflows: The Automation Machinery 9:50

7M ago9:50

9:50

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.…

1
Weekly Market Impact: January 8 31:39

7M ago31:39

31:39

On this episode, special guest Mike Raczkowski of Highland Capital Brokerage joins Phil to talk about 2024 planning and taxes.

1
Weekly Market Impact: January 2 25:32

7M ago25:32

25:32

This week, Phil wraps up 2023 and shares what we can expect for 2024.

1
Weekly Market Impact: December 26 21:09

7M ago21:09

21:09

On this week’s episode, Phil talks about PCE improving and wraps up 2023. Plus, hear from two special guests!

1
Weekly Market Impact: December 18 28:37

7M ago28:37

28:37

Investors who were dreaming of a green Christmas got an early gift from the Fed last week. Today, Phil Blancato recaps the Fed’s decision not to raise rates, plus what it could mean for markets in 2024.

1
Weekly Market Impact: December 11 23:04

8M ago23:04

23:04

It's Fed week! On this episode, Phil discusses the likelihood of the Fed cutting interest rates, and whether or not they’ll be able to navigate a soft landing.

1
All About the SmartOffice CRM 25:45

8M ago25:45

25:45

Listen as Osaic's Technology Solutions Consultant Eric Baumgardner discusses the SmartOffice CRM in depth with special guest Tony Wang, VP of Sales with SmartOffice. Hear as Tony describes the powerful features available through this CRM that includeBy Geoff Severson

1
Weekly Market Impact: December 4 25:52

8M ago25:52

25:52

Will markets have investors hearing sleigh bells in December? Listen to today's episode to hear what we can expect from the Santa Claus rally this year.

1
Weekly Market Impact: November 27 41:11

8M ago41:11

41:11

On this week's episode, Phil is joined by Fort Washington Investment Advisors Senior Portfolio Manager, Jamie Wilhelm, to discuss the rally in stocks, the potential for a recession and 2024 investment themes.

1
Weekly Market Impact: November 20 33:23

8M ago33:23

33:23

With Black Friday and Cyber Monday right around the corner, shoppers can expect to see significant discounts as companies try to encourage holiday spending. On this episode, Chief Market Strategist Phil Blancato talks about the importance of holiday spending, the strength of the US consumer and the impact of higher wages.…

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