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Listen to Osaic's road to ensemble!Securities and investment advisory services are offered through the firms: Osaic Wealth, Inc., Triad Advisors, LLC, Osaic Institutions, Inc., and Woodbury Financia... more
FAQs about Osaic Consulting:How many episodes does Osaic Consulting have?The podcast currently has 11 episodes available.
September 22, 2023Episode 1: Defining Ensemble Vision & MissionKirk Hulett and Jeff Sietstra discuss the definition and vision of an Ensemble, and explore its structure, pros and cons, and the first steps for building a successful foundation for an Ensemble. 8325001...more23minPlay
September 21, 2023Episode 2: Defining Ensemble Ideal Client & Value PromiseKirk Hulett and Chris Kirby talk about identifying an Ensemble's ideal client profile and formulating a value promise attractive to those ideal clients, as well as creating an effective service menu. 8399147...more23minPlay
September 20, 2023Episode 3: Building Ensemble Brand Equity & ValueKirk Hulett and Charlie Dinnel investigate building the Ensemble's brand value. Topics include performing a preliminary brand analysis, community involvement, and crafting a branding process and brand standards. 8399157...more25minPlay
September 19, 2023Episode 4: Addressing Ensemble Client OwnershipKirk Hulett and Roger Verboon explore the issue of addressing client ownership in an Ensemble. They address crucial areas like converting a practice's clientele to firm ownership and how to approach compensation. 8399195...more27minPlay
September 18, 2023Episode 5: Ensemble Affiliation & Exit AgreementsKirk Hulett and Todd Fulks look at protecting the Ensemble's client ownership through several critical agreements and documents, such as affiliation and exit agreements. 8399204...more26minPlay
September 17, 2023Episode 6: Determining Partnership Equity & CompensationKirk Hulett and Jeff Sietstra discuss the complexities of determining partnership equity and compensation, including partner contributions to the Ensemble, compensation structures, and calculating equity splits. 8399220...more22minPlay
September 16, 2023Episode 7: Leading & Managing an EnsembleKirk Hulett and Alan Cole navigate the challenges of leading and managing an Ensemble. They look at self-assessment for leaders, building leadership skills, and how to communicate effectively within the Ensemble. 8399230...more28minPlay
September 15, 2023Episode 8: Capitalizing on Human Capital for an EnsembleKirk Hulett and Alan Cole focus on HR tactics for Ensembles. They talk about how best to build a suitable framework and process for addressing people structure needs and finding best-fit candidates for every role. 8399312...more45minPlay
September 14, 2023Episode 9: Running an Efficient Ensemble using TechnologyJeff Sietstra and Mark Matheny discuss efficiently running an Ensemble through appropriate tech. They consider proper use of CRMs, calendars, file sharing, and cyber security. 8399325...more20minPlay
FAQs about Osaic Consulting:How many episodes does Osaic Consulting have?The podcast currently has 11 episodes available.