<p>In this episode, Patti Brennan sits down with Jamie Price, CEO of Osaic, for a high-level conversation on leadership, transformation, and the future of independent wealth management. From the complexities of the Journey to One initiative to the evolving role of technology, regulation, and advisor-client relationships, Jamie shares an unfiltered look at what it takes to lead a firm through significant change—without losing sight of the people it serves. For advisors, industry professionals, and clients alike, this is a rare behind-the-scenes discussion with one of the most influential voices in wealth management today. </p>

In this episode, Patti Brennan sits down with Jamie Price, CEO of Osaic, for a high-level conversation on leadership, transformation, and the future of independent wealth management. From the complexities of the Journey to One initiative to the evolving role of technology, regulation, and advisor-client relationships, Jamie shares an unfiltered look at what it takes to lead a firm through significant change—without losing sight of the people it serves. For advisors, industry professionals, and clients alike, this is a rare behind-the-scenes discussion with one of the most influential voices in wealth management today.

Ep. 183 Disruption Done Right: Jamie Price on Leading Through Change

The Patti Brennan Show is a biweekly financial podcast designed to educate and empower every listener.  Patti Brennan is a nationally ranked Top Wealth Advisor by both Forbes and Barron's and is known for her ability to communicate complex financial concepts in simple, understandable terms.  Brennan will share easy and actionable steps that every listener can do themselves or take to their advisor to implement on their behalf.  The Patti Brennan Show is dedicated to helping every listener improve their net worth with informative and entertaining interviews on various financial topics with proven strategies.

Patti is the President and CEO of Key Financial, Inc.  She and her dedicated team of professionals have been servicing their client families both locally, in the Philadelphia area, as well as nationally for over 30 years.  Managing nearly $1Billion, with a retention rate of 98%, Patti believes that everyone works hard for their money, but not everyone knows how to make their money work for them.  The Patti Brennan show is designed to show the listener how to make that happen.

DISCLOSURE:

Neither the information nor opinions contained in this nor any podcast, white paper, or on Key Financials' website constitutes a solicitation for the purchase or sale of any securities and should not be relied upon as financial, legal, or tax advice. Content may be outdated, and past history is no guarantee of future results or experience. Please seek appropriate counsel from qualified professionals who know and understand your goals, objectives, and potential vulnerabilities. Guests on our podcasts are selected based on relationships and reputation, but their service models and businesses have not been vetted by any representative of Key Financial, Inc and any information provided should not be taken as an endorsement of any kind. Go to www.KeyFinancialinc.com for additional information, written disclosures, and Form CRS.

Please Note: Limitations. Key Financial neither solicited nor offered or paid any compensation for, any testimonial made in this video. Rather, any such testimonial was provided without any request or encouragement by Key Financial. Positive comments should not be construed as an endorsement of Key Financial by any of its past or current clients, nor any assurance that Key Financial may be able to help any client achieve the same satisfactory results. To the contrary, there can be no assurance that a client or prospective client will experience a certain level of results or satisfaction if Key Financial is engaged, or continues to be engaged, to provide investment advisory services. Our current written disclosure Brochure and Form CRS discussing our advisory services and fees is available at www.keyfinancial.com.

Investments in securities involve risk, including the potential loss of principal. Past performance is not a guarantee of future results.  Neither the information nor any opinion expressed herein constitutes a solicitation for the purchase or sale of any securities, and should not be relied on as financial advice. Securities-related services may not be available in all states. Please visit our website or contact our offices for details.

We do not provide customer service, handle any specific customer account inquiries, or enable financial transactions through any social media site. Should any client have questions or concerns that are specific to their account(s), please contact our office directly.  The site may contain links to information contained on a third-party website. We do not endorse or accept responsibility for the content of any third-party website and are not affiliated with any social media website. We do not expressly or implicitly adopt or endorse any of the expressions, opinions, or content posted by third parties on social media sites. "Likes", "Favorites" and comments should not be considered a reflection of client experiences or future performance. "Likes" and "Retweets" should not be considered an endorsement or recommendation of any security, company, or individual.

It is up to you to read and understand the privacy policies for each social media site. We have no control over how social media sites or other third parties will use the information you share.

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The Patti Brennan Show is a biweekly financial podcast designed to educate and empower every listener. Patti Brennan is a nationally ranked Top Wealth Advisor by both Forbes and Barron's and is known for her ability to communicate complex financial concepts in simple, understandable terms. Brennan will share easy and actionable steps that every listener can do themselves or take to their advisor to implement on their behalf. The Patti Brennan Show is dedicated to helping every listener improve their net worth with informative and entertaining interviews on various financial topics with proven strategies. Patti is the President and CEO of Key Financial, Inc. She and her dedicated team of professionals have been servicing their client families both locally, in the Philadelphia area, as well as nationally for over 30 years. Managing nearly $1Billion, with a retention rate of 98%, Patti believes that everyone works hard for their money, but not everyone knows how to make their money work for them. The Patti Brennan show is designed to show the listener how to make that happen. DISCLOSURE: Neither the information nor opinions contained in this nor any podcast, white paper, or on Key Financials' website constitutes a solicitation for the purchase or sale of any securities and should not be relied upon as financial, legal, or tax advice. Content may be outdated, and past history is no guarantee of future results or experience. Please seek appropriate counsel from qualified professionals who know and understand your goals, objectives, and potential vulnerabilities. Guests on our podcasts are selected based on relationships and reputation, but their service models and businesses have not been vetted by any representative of Key Financial, Inc and any information provided should not be taken as an endorsement of any kind. Go to www.KeyFinancialinc.com for additional information, written disclosures, and Form CRS. Please Note: Limitations. Key Financial neither solicited nor offered or paid any compensation for, any testimonial made in this video. Rather, any such testimonial was provided without any request or encouragement by Key Financial. Positive comments should not be construed as an endorsement of Key Financial by any of its past or current clients, nor any assurance that Key Financial may be able to help any client achieve the same satisfactory results. To the contrary, there can be no assurance that a client or prospective client will experience a certain level of results or satisfaction if Key Financial is engaged, or continues to be engaged, to provide investment advisory services. Our current written disclosure Brochure and Form CRS discussing our advisory services and fees is available at www.keyfinancial.com. Investments in securities involve risk, including the potential loss of principal. Past performance is not a guarantee of future results. Neither the information nor any opinion expressed herein constitutes a solicitation for the purchase or sale of any securities, and should not be relied on as financial advice. Securities-related services may not be available in all states. Please visit our website or contact our offices for details. We do not provide customer service, handle any specific customer account inquiries, or enable financial transactions through any social media site. Should any client have questions or concerns that are specific to their account(s), please contact our office directly. The site may contain links to information contained on a third-party website. We do not endorse or accept responsibility for the content of any third-party website and are not affiliated with any social media website. We do not expressly or implicitly adopt or endorse any of the expressions, opinions, or content posted by third parties on social media sites. "Likes", "Favorites" and comments should not be considered a reflection of client experiences or future performance. "Likes" and "Retweets" should not be considered an endorsement or recommendation of any security, company, or individual. It is up to you to read and understand the privacy policies for each social media site. We have no control over how social media sites or other third parties will use the information you share.

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Ep. 183 Disruption Done Right: Jamie Price on Leading Through Change

Ep. 183 Disruption Done Right: Jamie Price on Leading Through Change