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ONESCO’s Sales and Marketing team brings you an episodic deep dive into the technology solutions available as part of the ONESCO Business Services Package, as well as the financial technology...
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ONESCO’s Sales and Marketing team brings you an episodic deep dive into the technology solutions available as part of the ONESCO Business Services Package, as well as the financial technology most used and requested by our reps in the field. Curated segments provide a clear and in depth look at the potential various technology solutions have to offer your practice.
FOR FINANCIAL PROFESSIONAL USE ONLY. NOT FOR USE WITH THE GENERAL PUBLIC.
The views and opinions in this podcast are those of the guests that provided them, and do not necessarily reflect the views and opinions of ONESCO. ONESCO does not endorse any one specific technology solution.
© 2023 Constellation Insurance, Inc. | One Financial Way Cincinnati, Ohio 45242
show less
FOR FINANCIAL PROFESSIONAL USE ONLY. NOT FOR USE WITH THE GENERAL PUBLIC.
The views and opinions in this podcast are those of the guests that provided them, and do not necessarily reflect the views and opinions of ONESCO. ONESCO does not endorse any one specific technology solution.
© 2023 Constellation Insurance, Inc. | One Financial Way Cincinnati, Ohio 45242
17 SEP 2024 · Workflows in the context of CRM software are helpful tools to manage client engagement, but their usefulness doesn’t end there. Applying workflows to the entirety of your practice could provide financial professionals with a structured, automated, and efficient approach to managing client relationships, ensuring regulatory compliance, and delivering better service, all while preparing for business continuity events. Join Wealthbox Director of Business Development, Andrew Ladwig, and ONESCO Technology Support Coordinator, Lee Hamm, as they discuss the different ways workflows can be integrated throughout your office.
10 APR 2024 · ONESCO proudly offers our representatives the independence to utilize the technology solutions that best fits their business’s needs. This independence doesn’t have to mean approaching the question of technology alone however. ONESCO offers Technology Consultations, combining your knowledge of your practice and ONESCO’s financial technology information and offerings. Joining the ONESCO Technology Spotlight to give greater insight into the consultation process is ONESCO 2nd Vice President, National Sales Director, Terry Garrard.
13 OCT 2023 · When considering the role of technology in your business, maximizing efficiency through the reduction of time intensive tasks is the desired outcome of tech solutions and agents alike. To optimize performance from your tech solutions, data integration is a key aspect of your office’s Tech Stack. ONESCO Sales & Marketing is joined by Redtail Director of Brand Experience Rick Williamson as we discuss the steps to attaining a well-organized tech stack: aligning the tech to your needs, building out your tech stack, and most importantly, where to begin.
13 JUN 2023 · Client relationships come in all shapes and sizes. How a rep cultivates these relationships can directly impact the success of the client’s financial goals. Our latest podcast, featuring John Sweeney of JMS Financial Resource, LLC, discusses how wealth-reporting tools can impact client relationships.
8 MAR 2023 · Very few professions are more familiar with the phrase “the only constant is change” than financial professionals. Almost every facet of the industry, from rules and regulations, best practices, technology and more is subject to change on a quarterly, weekly, and even daily basis. If there are any true constants in the financial services industry, the need to remain efficiency- and productivity-oriented are certainly among them. Addressing this need, form-filling and eSignature tools such as Quik! Forms and DocuSign have the potential to be a productivity and efficiency boon for ONESCO reps and their practices of all sizes and tenures. Join ONESCO Sales & Marketing as we discuss the past, present and future of forms efficiency with the Lead Financial Advisor of The Hummel Group, Andy Badertscher, CFP®, CLU®.
14 JUN 2022 · Like many of the various hurdles you will face as a financial advisor, creating a marketing strategy that fits your practice requires an in depth analysis of your marketing technology options and the data supporting them. Join ONESCO Sales & Marketing in the final half of our two-part series as we discuss the values and statistics that drive the marketing technology solutions industry with the Chief Marketing and Experience Officer of FMG Suite, Susan Theder.
21 JAN 2022 · The process of growing your business is a puzzle of many pieces; the more you integrate separate sections, the clearer the big picture becomes. If you want to connect client data, portfolio management, forms & documents, financial planning, and more, choosing the right Client Relationship Management tool can help bring everything into focus. Because no two agencies are alike, ONESCO works closely with a select group of CRMs to offer a variety of options to fit our advisors needs, whatever they may be. Listen in to the newest episode of the ONESCO Technology Spotlight as ONESCO veteran Monty Peek of Peek Financial Services discusses his process to find the CRM that best fit his needs, the reasons he selected Redtail CRM, and how it has performed for him following adoption.
14 DEC 2021 · Whether we like it or not, virtual meetings are now a huge part of our lives and it looks like they are here to stay. This aspect of the business is something that is easy to perform on the surface but takes time and effort to perfect. If you want to learn more about how your Zoom presentation skills can really impact your relationship with your client and how you could improve your video conference skills, check out the ONESCO Technology podcast for a special episode dedicated to exactly that topic! Technology Support Coordinator, Lee Hamm and special guest, John Larsen CMFC® of Larsen Financial go through a wealth of fantastic advice for fine tuning your Zoom execution.
ONESCO’s Sales and Marketing team brings you an episodic deep dive into the technology solutions available as part of the ONESCO Business Services Package, as well as the financial technology...
show more
ONESCO’s Sales and Marketing team brings you an episodic deep dive into the technology solutions available as part of the ONESCO Business Services Package, as well as the financial technology most used and requested by our reps in the field. Curated segments provide a clear and in depth look at the potential various technology solutions have to offer your practice.
FOR FINANCIAL PROFESSIONAL USE ONLY. NOT FOR USE WITH THE GENERAL PUBLIC.
The views and opinions in this podcast are those of the guests that provided them, and do not necessarily reflect the views and opinions of ONESCO. ONESCO does not endorse any one specific technology solution.
© 2023 Constellation Insurance, Inc. | One Financial Way Cincinnati, Ohio 45242
show less
FOR FINANCIAL PROFESSIONAL USE ONLY. NOT FOR USE WITH THE GENERAL PUBLIC.
The views and opinions in this podcast are those of the guests that provided them, and do not necessarily reflect the views and opinions of ONESCO. ONESCO does not endorse any one specific technology solution.
© 2023 Constellation Insurance, Inc. | One Financial Way Cincinnati, Ohio 45242
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| Author | AuguStar Financial |
| Organization | AuguStar Financial |
| Categories | Technology |
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