In this podcast, Josh Gilliam of Gilliam, Mease & Associates shares his journey from studying psychology to becoming a financial advisor, uncovering the powerful link between psychology and financial decision-making. He explains how his background in behavioral finance led to the creation of the [Fi] Life Framework—a set of tech-enabled tools designed to offer a deeper, more qualitative understanding of clients, beyond traditional financial planning. These tools foster more meaningful conversations, empowering clients to make better financial decisions and strengthening advisor-client relationships. The podcast also highlights Osaic’s flexibility in supporting advisors who bring innovative solutions, like Josh’s tool, to their integrated technology platform. Josh is currently accepting a limited number of requests to pilot the program. Interested Osaic Advisors can reach out via email for more information.

Episode Highlights: 

• Josh explains how his college major and passion for psychology led him to pursue a career in financial planning. 

• Josh delves into the history, evolution, and complexity of behavioral financial planning.  

• Josh shares how he developed a tech-enabled platform that integrates behavioral insights into financial planning, enhancing client engagement through deeper, more meaningful conversations beyond basic data. 

• Josh introduces the Fi Life Framework, a suite of tools designed to fill gaps in traditional financial planning by focusing on qualitative client insights.  

• Josh discusses the support he received from Osaic after transitioning from Securities America, and how leadership at both firms helped him continue developing his tool.  

• Josh talks about the upcoming beta test for his financial planning tool, the interest it has generated, and how advisors can connect with him.  

 

Resources Mentioned: 

Joshua Gilliam CKA® BFA™ on LinkedIn 

Gilliam, Mease & Associates 

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Securities and investment advisory services are offered through the firms: Osaic Wealth, Inc., Osaic Institutions, Inc., Osaic FA, Inc., and Osaic FS, Inc. broker-dealers, registered investment advisers, and members of FINRA and SIPC. Securities are offered through Osaic Services, Inc. and Ladenburg Thalmann & Co., broker-dealers and members of FINRA and SIPC. Advisory services are offered through Ladenburg Thalmann Asset Management, Inc., and Osaic Advisory Services, LLC., registered investment advisers. Advisory programs offered by Osaic Wealth, Inc. are sponsored by VISION2020 Wealth Management Corp., an affiliated registered investment adviser.

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