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Embracing Change: Strategies for Growth and Collaboration at Osaic
In this episode, Chad Parmenter and Tyler Mahoney delve into change management during a pivotal year at Osaic. Chad offers insights into his role as Chairman of Osaic’s National Advisory Board and discusses how embracing change with empathy and optimism is key to navigating uncertainty, both personally and within his Mirus Planning team. Together, Chad and Tyler highlight Osaic’s wealth of resources—coaching, community support, and expert guidance—that empower advisors to adapt and thrive through transitions. Tune in for actionable strategies on managing change, fostering growth, and harnessing the power of collaboration.
Episode Highlights:
-
Chad explores his role on Osaic’s National Advisory Board (NAB), its structure, and how the Board helps guide change.
-
Chad and Tyler emphasize the value of diverse perspectives and open feedback in creating tailored solutions that address advisors' unique challenges during change.
-
Chad and Heather discuss how embracing change with empathy and optimism provides an effective strategy for navigating uncertainty.
-
Chad shares his approach to leading change within his Mirus Planning team and reveals his favorite inspirational book.
-
Chad and Tyler highlight Osaic’s essential resources—coaching, community, and expertise—that empower advisors to thrive through change, with a focus on peer support, customized solutions, and proactive engagement.
Resources Mentioned:
Chad Parmenter on LinkedIn
Mirus Planning
The Four Disciplines of Execution
Osaic Advisor Engagement
Osaic Business Coaching and Consulting
- - -
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.
AdTrax: 7377580
View all episodes
By OsaicIn this episode, Chad Parmenter and Tyler Mahoney delve into change management during a pivotal year at Osaic. Chad offers insights into his role as Chairman of Osaic’s National Advisory Board and discusses how embracing change with empathy and optimism is key to navigating uncertainty, both personally and within his Mirus Planning team. Together, Chad and Tyler highlight Osaic’s wealth of resources—coaching, community support, and expert guidance—that empower advisors to adapt and thrive through transitions. Tune in for actionable strategies on managing change, fostering growth, and harnessing the power of collaboration.
Episode Highlights:
-
Chad explores his role on Osaic’s National Advisory Board (NAB), its structure, and how the Board helps guide change.
-
Chad and Tyler emphasize the value of diverse perspectives and open feedback in creating tailored solutions that address advisors' unique challenges during change.
-
Chad and Heather discuss how embracing change with empathy and optimism provides an effective strategy for navigating uncertainty.
-
Chad shares his approach to leading change within his Mirus Planning team and reveals his favorite inspirational book.
-
Chad and Tyler highlight Osaic’s essential resources—coaching, community, and expertise—that empower advisors to thrive through change, with a focus on peer support, customized solutions, and proactive engagement.
Resources Mentioned:
Chad Parmenter on LinkedIn
Mirus Planning
The Four Disciplines of Execution
Osaic Advisor Engagement
Osaic Business Coaching and Consulting
- - -
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.
AdTrax: 7377580