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The Power of Partnership: Co-Creating Enterprise Value with Osaic
In this episode, we delve into the transformative concept of enterprise value—creating sustainable, client-focused businesses that drive growth in assets under management (AUM) and profitability. Claire McCarthy shares key strategies for co-creating enterprise value, including adapting to demographic shifts, leveraging digital tools for personalization, and embracing flexible client engagement models. Guests Brian Ritchie and Andrea Sheikh provide actionable insights into how they use Osaic resources, and how Osaic partners with their firms to fuel growth and scalability. Tune in for an engaging discussion on tips for transforming your business for lasting success.
Episode Highlights:
-
Brian explains how he leverages specific Osaic tools to support his advisors.
-
Andrea outlines IronBridge’s due diligence process and how Osaic empowers them to operate on their terms.
-
Brian discusses the impact of his approach on advisors transitioning from captive environments or other broker-dealers.
-
Andrea shares their barbell strategy for sourcing and developing NextGen talent.
-
Andrea highlights their distinctive approach to early succession planning.
-
Brian outlines key actions for futureproofing within their unique business model.
-
Claire discusses how Osaic collaborates with advisors to build future-ready businesses.
Resources Mentioned:
Cerulli: U.S. High-Net-Worth and Ultra-High-Net-Worth Markets 2023
IronBridge Wealth Counsel
SINGLETRACK Financial
Osaic Advisor Engagement
- - -
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: 7377203
View all episodes
By OsaicIn this episode, we delve into the transformative concept of enterprise value—creating sustainable, client-focused businesses that drive growth in assets under management (AUM) and profitability. Claire McCarthy shares key strategies for co-creating enterprise value, including adapting to demographic shifts, leveraging digital tools for personalization, and embracing flexible client engagement models. Guests Brian Ritchie and Andrea Sheikh provide actionable insights into how they use Osaic resources, and how Osaic partners with their firms to fuel growth and scalability. Tune in for an engaging discussion on tips for transforming your business for lasting success.
Episode Highlights:
-
Brian explains how he leverages specific Osaic tools to support his advisors.
-
Andrea outlines IronBridge’s due diligence process and how Osaic empowers them to operate on their terms.
-
Brian discusses the impact of his approach on advisors transitioning from captive environments or other broker-dealers.
-
Andrea shares their barbell strategy for sourcing and developing NextGen talent.
-
Andrea highlights their distinctive approach to early succession planning.
-
Brian outlines key actions for futureproofing within their unique business model.
-
Claire discusses how Osaic collaborates with advisors to build future-ready businesses.
Resources Mentioned:
Cerulli: U.S. High-Net-Worth and Ultra-High-Net-Worth Markets 2023
IronBridge Wealth Counsel
SINGLETRACK Financial
Osaic Advisor Engagement
- - -
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: 7377203