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The Power of Partnership: Osaic Advantage Companies
In this episode, we explore how Osaic’s Advantage Companies are reshaping wealth management practices. Charles Green of Charles R. Green & Associates, Inc. in Fort Worth shares how integrating Premier Trust has streamlined estate planning for his clients, while Teague Wright discusses Highland Capital’s tailored approach, highlighting flexibility and deep expertise across the wealth spectrum. The conversation also delves into how Osaic’s Advantage companies—Highland Capital Brokerage, Ladenburg Asset Management, and Premier Trust—work together to offer specialized services in insurance, asset management, and trust administration. Charles provides an inside look at his successful transition to Ladenburg during the pandemic, and Ed and Teague emphasize the power of leveraging these integrated services to strengthen client relationships and fuel business growth.
Episode Highlights:
-
Charles discusses how his firm operates and uses Osaic’s Advantage Companies to streamline services.
-
Teague discusses Highland Capital’s tailored approach to serving Osaic advisors, emphasizing flexibility, independence, and expertise across the wealth spectrum.
-
Charles shares how integrating Premier Trust into his practice has streamlined estate administration, simplified trust services, and added value through expert-led client education events.
-
Ed and Teague discuss Highland's value in providing specialized expertise for advisors managing complex insurance and risk mitigation needs.
-
Charles explains the rationale and results behind his transition to Ladenburg Asset Management during the pandemic.
-
Ed and Teague highlight how Osaic's Advantage companies—Highland Capital Brokerage, Ladenburg, and Premier Trust—collaborate to offer a unique, integrated service model for Osaic Advisors.
Resources Mentioned:
Highland Capital Brokerage
Ladenburg Thalman Asset Management
Premier Trust
Charles R. Green & Associates, Inc.
- - -
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: 7377502
View all episodes
By OsaicIn this episode, we explore how Osaic’s Advantage Companies are reshaping wealth management practices. Charles Green of Charles R. Green & Associates, Inc. in Fort Worth shares how integrating Premier Trust has streamlined estate planning for his clients, while Teague Wright discusses Highland Capital’s tailored approach, highlighting flexibility and deep expertise across the wealth spectrum. The conversation also delves into how Osaic’s Advantage companies—Highland Capital Brokerage, Ladenburg Asset Management, and Premier Trust—work together to offer specialized services in insurance, asset management, and trust administration. Charles provides an inside look at his successful transition to Ladenburg during the pandemic, and Ed and Teague emphasize the power of leveraging these integrated services to strengthen client relationships and fuel business growth.
Episode Highlights:
-
Charles discusses how his firm operates and uses Osaic’s Advantage Companies to streamline services.
-
Teague discusses Highland Capital’s tailored approach to serving Osaic advisors, emphasizing flexibility, independence, and expertise across the wealth spectrum.
-
Charles shares how integrating Premier Trust into his practice has streamlined estate administration, simplified trust services, and added value through expert-led client education events.
-
Ed and Teague discuss Highland's value in providing specialized expertise for advisors managing complex insurance and risk mitigation needs.
-
Charles explains the rationale and results behind his transition to Ladenburg Asset Management during the pandemic.
-
Ed and Teague highlight how Osaic's Advantage companies—Highland Capital Brokerage, Ladenburg, and Premier Trust—collaborate to offer a unique, integrated service model for Osaic Advisors.
Resources Mentioned:
Highland Capital Brokerage
Ladenburg Thalman Asset Management
Premier Trust
Charles R. Green & Associates, Inc.
- - -
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: 7377502