Best Advisorgroup Podcasts (2025)

1
Are You Choosing a CRM? 10:20

1d ago10:20

10:20

Technology Solutions expert Mark Matheny from Osaic talks about the importance of using a CRM, and how to select one that will fit your business. Listen as Mark discusses topics such as scalability, support teams, back-ups and compliance. Also learn how to properly consider segmentation features and how the setup and install processes are expected …

1
Weekly Market Impact: February 18 42:48

3d ago42:48

42:48

This week Phil is joined by special guest, Greg Sharenow PIMCO MD & PM to discuss things we use every day- Commodities - and how they affect everything but also as a potential investment opportunity.

1
Weekly Market Impact: February 10 30:22

11d ago30:22

30:22

This week, Phil discusses the January effect, less Magnificent Seven, and labor market strength.

1
Weekly Market Impact: February 3 35:17

18d ago35:17

35:17

This week, Phil is joined by Ben Dennis, CFA, from the LTAM research team to talk about the future of nuclear energy and the impact of Tariffs.

1
Copytalk: Secure, Reliable Notes 20:31

23d ago20:31

20:31

Technology Solutions Consultant Aida Dillman speaks with Jason Peplinski, Vice President of FP Wealth Management, Inc., located in Lincoln, Nebraska, about the usage of Copytalk in his financial business. Jason has over 8 years experience using Copytalk and describes how it has transformed the way his office conducts client interactions. Jason also…

1
Weekly Market Impact: January 27 26:08

25d ago26:08

26:08

Diversification matters! Phil talks about new tech companies paying dividends to shareholders are commonplace and how diversification helps to lower risk. Also, why are interest rates staying stubbornly high?

1
Weekly Market Impact: January 21 18:54

1M ago18:54

18:54

Will the inauguration of Donald Trump lead to economic change? Listen in for the latest on markets and the potential impact.

1
eSignature is a Digital Expectation 8:32

1M ago8:32

8:32

Technology Solutions Consultant Aida Dillman describes the importance of using digital signatures for an optimal client experience. eSignature increases efficiency, accuracy, and timing. Hear how eSignature can impact your regulatory compliance while cutting costs. Use digital signatures for onboarding new clients, creating contracts, and more.…

1
Weekly Market Impact: January 13 31:13

1M ago31:13

31:13

This week, Phil talks about 2025 expectations and opportunities that the market will present, as well as the lead up to the all-important inflation data that we’ll get later in the week.

1
Weekly Market Impact: January 6 30:59

2M ago30:59

30:59

Phil looks back at 2024, what went right and what went wrong and discusses January expectations.

1
Weekly Market Impact: December 30 36:48

2M ago36:48

36:48

This week, Phil is joined by Matt, Ben, Aidan and Fred from the Ladenburg Research team to wrap up 2024! They will also discuss the lack of a Santa Claus rally and why markets have been volatile recently.

1
Weekly Market Impact: December 23 31:14

2M ago31:14

31:14

What happened to Santa? This week, Phil talks about the lack of a Santa Claus rally, stickier inflation, and 2025 potential risks to markets.

1
Hardware Requirements: What You Need to Know 20:22

2M ago20:22

20:22

Technology Solutions Consultant Eric Baumgardner talks about the critical aspects to hardware requirements for your computer needs as a financial professional. Eric will discuss vulnerabilities, upgrading your current machine, and your options as it pertains to Windows 10 and Windows 11. Also, hear him give advice in regards to how to choose a PC -…

1
Weekly Market Impact: December 16 33:47

2M ago33:47

33:47

This week, Phil is joined by Fred Boy, research analyst from LTAM, to discuss equity valuations and expectation for the next Fed move.

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Weekly Market Impact: December 9 30:24

2M ago30:24

30:24

This week, Phil talks about the strong job numbers, services, the goldilocks environment we are in and markets at an all time high!

1
Remote Work: Doing It Right 25:14

3M ago25:14

25:14

Technology Solutions Consultant Aida Dillman talks about the effective ways to initiate working remotely. Using proper software and maintaining proper security standards, remote office setups can actually introduce new levels of digital benefits.By Geoff Severson

1
Weekly Market Impact: December 2 42:49

3M ago42:49

42:49

Art as an asset class? This week Phil has special guest Charles Livio Payne to discuss investing in art and the latest on markets. Read Important Disclosures: ltam.com/Disclosure

1
Weekly Market Impact: November 25 35:23

3M ago35:23

35:23

How much more do thanksgiving turkeys cost? Why is the S & P 500 at all time highs and bonds rallying? Listen in as Phil explains why!

1
A Good Team: Cloud Storage and File Sharing 7:34

3M ago7:34

7:34

Technology Solutions Consultant Aida Dillman from Osaic talks about the benefits of using cloud storage and file sharing as complimentary applications to one another. Hear how you can enhance your practice by improved synchronization of files, team collaboration, and better security.By Geoff Severson

1
Weekly Market Impact: November 18 27:37

3M ago27:37

27:37

This week, Phil talks about interest rates rising, the Federal Reserve being a little less kind to markets, but the US economy doing just fine.

1
Weekly Market Impact: November 11 23:28

3M ago23:28

23:28

This week, Phil talks about the euphoric market post the election, being prudent in your portfolio and what opportunities there are now!

1
Elevate Your Security, with Jay Peters 27:17

4M ago27:17

27:17

The data within your practice is invaluable and should be kept secure at all costs. Mark Matheny, Manager of the Technology Solutions Consulting Team at Osaic, speaks with Jay Peters, President and Co-Founder of Security Snapshot. Listen as they discuss the ever-growing need to defend against cyber attacks and how you can leverage a 3rd party to ha…

1
Weekly Market Impact: November 4 32:28

4M ago32:28

32:28

This week, Phil talks about the election, the latest on earnings, but more importantly a slew of economic data that tells us the economy is doing okay.

1
Weekly Market Impact: October 28 27:28

4M ago27:28

27:28

This is the big week for tech earnings. Can they continue to support the market? Listen in as Phil will cover that as well as the latest on consumer savings.

1
Weekly Market Impact: October 21 20:56

4M ago20:56

20:56

This week Phil talks about how markets continue to rally, data continues to be good enough and everything seems to be going better than expected. Can it last?

1
Converting Your Paper Piles to Digital Assets 19:31

4M ago19:31

19:31

Technology Solutions Consultant Eric Baumgardner with Osaic talks through the process of converting all of your paper piles into digital assets that are safer, more easily accessed, and cleaner. Hear how going digital will increase the value of your practice and make team collaboration much easier and more accurate. Also hear valuable tips on shred…

1
Weekly Market Impact: October 14 23:55

4M ago23:55

23:55

This week Phil talks about the strength of the US consumer, the latest on inflation and market expectations for the fourth quarter.

1
Weekly Market Impact: October 7 23:11

5M ago23:11

23:11

This week Phil is joined by Matt Crosby, analyst with LTAM, they discussed the implications of the resolved port strike and what it could have done to the US economy.

1
Weekly Market Impact: September 30 32:10

5M ago32:10

32:10

This was a special edition podcast with Clayton Chandler, Chief Data & Analytics Officer at Osaic, where we discuss AI, artificial intelligence, what it is and how it can help.

1
Reports and Feeding - The Power of OneView 15:32

5M ago15:32

15:32

Sr. Technology Solutions Consultant Eric Baumgardner with Osaic talks through the fundamentals of OneView. Hear useful information about creating statements, client reviews, types of reporting and how to feed your accounts into other systems.By Geoff Severson

1
Weekly Market Impact: September 23 29:09

5M ago29:09

29:09

This week, Phil talks about the surprising .50% cut to the federal funds rate and has special guest Ben Dennis, CFA to discuss seasonal patterns in markets.

1
The Convenience Tool: Online Scheduler 7:33

5M ago7:33

7:33

Osaic's Mark Matheny, an expert in technology solutions, discusses the benefits of working your practice into an online scheduler. Hear about how it can reduce confusion, increase business value, and remove several friction points. Mark also talks about managing time, coordinating with colleagues and scalability topics.…

1
Weekly Market Impact: September 16 27:48

5M ago27:48

27:48

It's Fed week! This week, Phil goes into detail about why the market thinks it's so important to see the Federal Reserve cut interest rates and what, if any, the impact would be.

1
Weekly Market Impact: September 9 29:45

5M ago29:45

29:45

This week, Phil talks about inflation expectations, September historical performance, the split between growth and value, and the latest jobs data.

1
Weekly Market Impact: September 3rd 35:06

6M ago35:06

35:06

Managed futures? Do you have anything in your portfolio that acts differently than the markets? Today, Phil has special guest Kathryn Kaminski PhD, Chief Research Strategist and Portfolio Manager from Alpha Simplex, a division of Virtus to discuss alternative investments.

1
A Secure, Focused and Efficient Practice 8:22

6M ago8:22

8:22

Technology Solutions Consultant Aida Dillman talks through the various ways that you can make dramatic, evolutionary changes to your financial practice. Hear useful advice on scaling tools, solid integrations, online schedulers, dictation software and texting solutions.By Geoff Severson

1
Weekly Market Impact: August 26th 31:51

6M ago31:51

31:51

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.

1
Weekly Market Impact: August 19th 25:14

6M ago25:14

25:14

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.

1
Managing RMDs 8:19

6M ago8:19

8:19

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

1
Weekly Market Impact: August 12 26:34

6M ago26:34

26:34

This week, Phil talks about recent market sell offs, changing labor markets and a solid earnings season for Q2.

1
Weekly Market Impact: August 5 25:48

7M ago25:48

25:48

"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.

1
Online Scheduler: GReminder and Your Office 22:39

7M ago22:39

22:39

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…

1
Weekly Market Impact: July 29th 17:25

7M ago17:25

17:25

This week, Phil talks about earnings and how important they are for the market, recent GDP, and PCE inflation data.

1
Weekly Market Impact: July 22nd 29:31

7M ago29:31

29:31

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

1
Creating Barriers Against the Threats 7:46

7M 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

7M 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

8M 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

8M 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

8M 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.