HeyJaredOsaic Technology Podcast
Level up your business with technology solutions to increase productivity, improve client service, and uncover opportunities for growth.
- Indexed episodes, last 90 days
- 5
- Latest publication
- Sep 21, 2026
- Audience
- Checking…
- Earliest in this view
- Jul 14, 2026
Latest episodes
Reducing the Overwhelming Feelings of Your Marketing Efforts (opens the original)
Read excerpt
Technology expert Eric Baumgardner chats with Alison Brucker, Osaic's Client Marketing Manager, about several functions of technology that can reduce the overwhelming feelings of your marketing efforts. Hear as Alison discusses how to spend less time managing your marketing and how to automate the process - not your relationships! Learn what metrics matter most, and - what is the biggest marketing mistake that a practice can make?
Scribe: Documenting Your Processes Automatically (opens the original)
Read excerpt
Osaic's Mark Matheny talks through the powerful abilities of Scribe - the powerful workflow documentation platform. Uncork the bottlenecks in your office, helping your team by reducing errors. Scribe also creates better opportunities for faster training, improved accountability and easier scaling. Transform institutional knowledge into context your teams and AI tools can read, without anyone lifting a finger. Learn more about Scribe .
Vanilla: Your Next Growth Engine, with CRO Marc Dorfman (opens the original)
Read excerpt
Osaic's Aida Dillman speaks with Chief Revenue Officer Marc Dorfman about the powerful tool - Vanilla - and what it can do to revolutionize your practice. Marc shares how to rethink estate planning, and really think about multi-generational planning leveraging AI. Create summary docs in minutes, saving time for more critical, beneficial tasks around the office. Visit JustVanilla.com for more information.
Risr: The Tool to Master the Business Owner Clients (opens the original)
Read excerpt
Mark Matheny from Osaic talks with Risr Founder and CEO Jason Early about how to efficiently and effectively manage your business owner clients. Jason describes the tools found within Risr that can deliver business valuation, succession & exit planning, and serve risk management insights.
Solving the Swivel Chair Problem with Wealth.com's Planning Solution (opens the original)
Read excerpt
Osaic's Aida Dillman meets with Danny Lohrfink, Co-Founder and Chief Product Officer at Wealth.com, who shares valuable information about how their tool can assist in your financial practice. Danny talks about estate planning to income tax planning and how you can offer a broader suite of services. Solve the "swivel chair problem" by using the advanced AI tools in Wealth.com, including auto-generation of flowcharts.
Publishing over time
Last 90 days. Choose a month to open its work.
Recurring subjects
Named in the text we hold. One piece can cover several.
Audience
No verified audience measurement yet.
About this data
Counts cover the work we have indexed. Tone needs enough text and a confident classification. Excerpts and episode notes are not full articles or transcripts.
Identity or attribution wrong? Suggest a correction.