Best Thalmann Podcasts (2024)

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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Weekly Market Impact: April 8 32:14

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19d 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.

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Revolutionary Power of YCharts 34:21

19d ago34:21

34:21

In this episode, learn about the amazing features and capabilities of YCharts - an all-in-one platform for investment research and client communication. 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 partnership…

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Weekly Market Impact: April 1 26:28

26d 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!

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Weekly Market Impact: March 25 40:53

1M 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.

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Weekly Market Impact: March 18 26:10

1M 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.

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Weekly Market Impact: March 11 25:19

2M 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.

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

2M 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.…

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Weekly Market Impact: March 4 27:13

2M 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.

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Weekly Market Impact: February 26 39:41

2M 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.

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Weekly Market Impact: February 20 26:57

2M 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!

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Using Holistiplan to Speed Things Up 24:40

2M 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…

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Weekly Market Impact: February 12 27:52

3M 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.

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Weekly Market Impact: February 5 24:14

3M 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.

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Real-Time Convenience with File Sharing 9:27

3M 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…

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Weekly Market Impact: January 29 23:52

3M 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.

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Weekly Market Impact: January 22 24:19

3M 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.

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Compliant Texting with MyRepChat 19:02

3M 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 …

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Weekly Market Impact: January 16 26:10

3M ago26:10

26:10

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

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CRM Workflows: The Automation Machinery 9:50

4M 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.…

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Weekly Market Impact: January 8 31:39

4M ago31:39

31:39

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

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Weekly Market Impact: January 2 25:32

4M ago25:32

25:32

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

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Weekly Market Impact: December 26 21:09

4M ago21:09

21:09

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

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Weekly Market Impact: December 18 28:37

4M 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.

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Weekly Market Impact: December 11 23:04

5M 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.

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All About the SmartOffice CRM 25:45

5M 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

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Weekly Market Impact: December 4 25:52

5M 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.

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Weekly Market Impact: November 27 41:11

5M 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.

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Weekly Market Impact: November 20 33:23

5M 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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Get New Technology into Your Practice - It's Worth It 10:42

5M ago10:42

10:42

Technology Solutions Consultant Eric Baumgardner from Osaic discusses the importance of getting new technology into your practice and how to do it effectively. Hear as Eric goes over the concepts of change management, assessing your current state, collecting metrics and how to survey your stakeholders.…

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Weekly Market Impact: November 13 29:44

6M ago29:44

29:44

Inflation has consumer confidence down, which could negatively impact holiday spending. On this week's episode, Chief Market Strategist Phil Blancato says there’s still no reason to panic.

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Weekly Market Impact: November 6 23:03

6M ago23:03

23:03

The US economy only added 150K jobs in the month of October, a drop in the average number of jobs we've been adding post-pandemic, and wages have started to cool off. Chief Market Strategist Phil Blancato explains how these factors have been a catalyst for the stock market in this week’s episode.

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Coach's Corner on W Pulse: An Advisor's Insights from the Next Level Program 24:40

6M ago24:40

24:40

In this episode you'll hear from an advisor and a business coach about the ins and outs of an essential start in coaching: The Next Level Program

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Weekly Market Impact: October 30 30:31

6M ago30:31

30:31

On today's episode of the Weekly Market Impact, Chief Market Strategist Phil Blancato tells investors what they can expect following the Fed meeting this week.

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Weekly Market Impact: October 23 20:46

6M ago20:46

20:46

This week, Phil talks about opportunities in the bond market and the developing problems overseas, as he reminds everyone that we’ve been through uncertain times before.

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Attending Conferences with Purpose and Getting Results 10:36

6M ago10:36

10:36

Investing the time and money into attending a conference can be a big commitment. So, make sure you get the most out of it -- and bring home valuable insights, information and new skills to introduce into your business. Technology Solutions Consultant Aida Dillman with Osaic discusses several things to consider before, during and after attending a …

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Weekly Market Impact: October 16 38:36

6M ago38:36

38:36

On a new episode of Weekly Market Impact, Chief Market Strategist Phil Blancato is joined by Marta Norton, CIO of Morningstar, to discuss the bond market, interest rates and long-term investment strategies.

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Weekly Market Impact: October 9 32:41

7M ago32:41

32:41

Geopolitics, earnings season, and inflation are all in the headlines and top-of-mind for investors. On today's episode, Osaic Chief Market Strategist Phil Blancato discusses how the headlines may impact the markets.

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Success Stories: Steps to Being Prepared for Purchasing a Practice 17:59

7M ago17:59

17:59

Two advisors in various stages of purchasing practices talk about the experiences they've had that helped them get prepared to make a transition and purchase a practice.

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Weekly Market Impact: October 2 24:04

7M ago24:04

24:04

In September, everything that could have gone wrong in the markets did go wrong. Will markets remain spooky in October? Find out in this week's episode.

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Redtail CRM: Everything You Need to Know 29:06

7M ago29:06

29:06

Technology Solutions Consultant Mark Matheny speaks with special guest David Mehlhorn - the VP of Business Development at Redtail Technology. In this episode, you will listen to an in-depth discussion about the most powerful features of Redtail CRM, including cleansing and organization tools. Also learn more about unique identifiers, workflows and …

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Weekly Market Impact: September 25 39:37

7M ago39:37

39:37

This week, Claus te Wildt from Fidelity Investments joins Osaic Chief Market Strategist Phil Blancato to discuss opportunities in stocks and bonds, the Federal Reserve, and the likelihood of a U.S. recession.

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Weekly Market Impact: September 18 28:15

7M ago28:15

28:15

This week Phil talks about inflation, the Fed's next move, and what higher rates mean for stocks.

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Amazing Power of Wealthbox CRM 21:42

8M ago21:42

21:42

In this episode, Osaic's Mark Matheny sits down with Director of Business Development Andrew Ladwig as he shares the amazing powers of Wealthbox CRM. Hear how to use Wealthbox as the hub of your business for advisors and their staff. Andrew shares insights into task management, client meeting confirmations and other ways to enrich your client relat…

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Weekly Market Impact: September 11 28:35

8M ago28:35

28:35

On today's episode, Phil discusses ◾ Consumers running out of pandemic savings ◾ CPI and why it's a big deal ◾ Concerns about the markets for the remainder of the year

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A Career Journey: From Assistant to Associate to Advisor 11:34

8M ago11:34

11:34

After 17 years in the industry, Esther shares her perspective on lessons learned from holding a variety of roles in financial services including, now, Financial Advisor.

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Artificial Intelligence: Expectations and the Future 13:01

8M ago13:01

13:01

Technology Solutions Consultant Eric Baumgardner gives a brief overview of what Artificial Intelligence (AI) is and what the current status is, in terms of the financial industry. Also hear Eric discuss AI Software, ChatGPT, and what is appropriate to expect.By Geoff Severson

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Weekly Market Impact: September 5 27:01

8M ago27:01

27:01

Historically, September is the most volatile month of the year. What can investors expect in 2023? Find out in this week's episode.

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Thalmann Podcasts

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