Through partnerships with ActiFi and Greene Consulting, Osaic strengthens its support for financial advisors in delivering holistic financial planning and wealth management

Osaic, Inc. (“Osaic”), one of the nation’s largest providers of wealth management strategies, today announced enhancements to its Wealth Advisor Academy and Financial Planning Jump Start programs through strategic partnerships with ActiFi, Inc. and Greene Consulting. These upgrades equip financial advisors with the tools and skills needed to deliver comprehensive, scalable wealth management solutions more effectively and efficiently.

The Osaic Wealth Advisor Academy - recently recognized with the 11th Annual Wealth Management Industry Award for Practice Management (view award disclosures)- supports experienced advisors seeking to deepen their planning acumen and strengthen practice-management capabilities through a highly collaborative learning model. Early results indicate participants bring in net new assets at twice the rate of their peers.

“The format lends itself well to peer collaboration and idea sharing, which allows everyone to improve and grow exponentially more than through individual learning and implementation,” said Marie Cammack, an Osaic-affiliated division manager at Independent Capital Management and a participant in the Academy’s pilot program. “It is unlike any coaching and development program I have attended.”

For financial professionals newer to the industry, Osaic’s Financial Planning Jump Start Program provides a strong foundation for early career growth. Through strategic partnerships that expand instructional capacity, Osaic coaches are able to spend more time on targeted skill-building and closely monitor participant progress—ensuring emerging advisors receive proactive, individualized support.

This enhanced model builds confidence and accelerates career readiness for newer advisors, while allowing senior advisors to focus on more advanced financial planning concepts. Recent program results show participating cohorts reported a 150% increase in readiness, knowledge and confidence when engaging clients in financial planning conversations.

“We are committed to helping financial advisors develop the interpersonal skills and technical knowledge needed to grow their business through coaching, consulting and development in combination with our external partners,” added Jerry Schreck, senior vice president, advisor education and training at Osaic. “Equipping advisors with productivity, growth and support solutions that enable a lasting impact for clients and themselves is a core tenant of the value we deliver to our affiliated financial advisors."

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