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Empowering Support: Building Skills for a Superior Client Experience
In this episode, Michelle Hauge, alongside Osaic’s Robin Carlton and Jerry Schreck, delves into the future of support staff training and its pivotal role in team success. Michelle shares her dedication to building strong, efficient teams, while Robin reveals exciting new developments in support staff programs and highlights current resources. Jerry provides a sneak peek into the upcoming Wealth Management Support Academy, launching in 2025, offering a dynamic learning experience. Tune in to learn how these evolving initiatives will transform training, community, and productivity for support teams.
Episode Highlights:
-
Michelle shares her passion for team development, reflecting on her experience with Osaic's administrative training programs in 2020 and her ongoing efforts to support a new training initiative for support staff, driving growth and success.
-
Robin discusses the evolution of support staff training, building on the success of programs like Assistant University, and shares plans to relaunch these initiatives through the Wealth Management Support Academy in 2025. She also highlights the growing SupportCentric community on OneHub, where over 200 members engage in peer support on client service and technology.
-
Michelle explains how her practice, now with new advisors and an expanded support team, is addressing the challenges of onboarding new members. She emphasizes the need for industry-specific knowledge, from terminology to systems, and how training programs are key to boosting efficiency.
-
Robin outlines development resources currently available to support teams, including the on-demand Learning Corner with a new hire technology curriculum, webinars, and First Fridays—offering 30-minute one-on-one sessions with trainers.
-
Jerry discusses the future of the Wealth Management Support Academy, set to launch in Q1 2025. This dynamic program will combine in-person and virtual components, with continuous feedback and updates to ensure it meets evolving needs and supports ongoing community building.
Resources Mentioned:
Michelle Hauge, CFP®
LifePointe Financial Planning
SupportCentric Community
Osaic Education & Training
- - -
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: 7377588
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By OsaicIn this episode, Michelle Hauge, alongside Osaic’s Robin Carlton and Jerry Schreck, delves into the future of support staff training and its pivotal role in team success. Michelle shares her dedication to building strong, efficient teams, while Robin reveals exciting new developments in support staff programs and highlights current resources. Jerry provides a sneak peek into the upcoming Wealth Management Support Academy, launching in 2025, offering a dynamic learning experience. Tune in to learn how these evolving initiatives will transform training, community, and productivity for support teams.
Episode Highlights:
-
Michelle shares her passion for team development, reflecting on her experience with Osaic's administrative training programs in 2020 and her ongoing efforts to support a new training initiative for support staff, driving growth and success.
-
Robin discusses the evolution of support staff training, building on the success of programs like Assistant University, and shares plans to relaunch these initiatives through the Wealth Management Support Academy in 2025. She also highlights the growing SupportCentric community on OneHub, where over 200 members engage in peer support on client service and technology.
-
Michelle explains how her practice, now with new advisors and an expanded support team, is addressing the challenges of onboarding new members. She emphasizes the need for industry-specific knowledge, from terminology to systems, and how training programs are key to boosting efficiency.
-
Robin outlines development resources currently available to support teams, including the on-demand Learning Corner with a new hire technology curriculum, webinars, and First Fridays—offering 30-minute one-on-one sessions with trainers.
-
Jerry discusses the future of the Wealth Management Support Academy, set to launch in Q1 2025. This dynamic program will combine in-person and virtual components, with continuous feedback and updates to ensure it meets evolving needs and supports ongoing community building.
Resources Mentioned:
Michelle Hauge, CFP®
LifePointe Financial Planning
SupportCentric Community
Osaic Education & Training
- - -
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: 7377588