Connections: Edition 10

Edition 10 | 2024

Empowering you to thrive

A message from Erinn Ford, EVP, Advisor Engagement

I am looking forward to seeing many of you in person in Orlando for ConnectED!

As I reflect on the past month, the importance of our relationship and community are paramount to putting you at the center of everything we do. We realize that we have opportunities to improve our service, technology and delivering more value in our partnership. We are in this together and look forward to helping you get the most value from our partnership.

For this month’s issue, we have three main areas of focus:

Update on our Digital Evolution
Community Connections call recording – Focused on spotlighting resources that are making a difference
ConnectED content by Executives brought to you in breakout sessions

Update on Digital (r)evolution:

First and foremost, our team is dedicated to ensuring we continue to keep digital transformation updates front and center. Our teams are working to solve issues and deliver enhancements that meet your needs and expectations.

Quick links for easy access:

Latest improvements & enhancements to eQuipt:

Thank you all for attending the digital transformation town hall a few weeks ago. In case you missed it, the replay is posted on the digital (r)evolution site, where you can also access the slides and Q&A from the town hall.

You heard on our last town hall that a few eQuipt enhancements – including starting a WMP proposal in new eQuipt and multi-account opening - were planned for September. To ensure you receive the highest quality experience and consistency across all platforms, these new features will now be available through a phased rollout starting in October.

We also encourage you to view the replay of the Digital Town Hall from earlier this week. In this session, we covered three key topics:

Overview of eSignature on eQuipt (new)
Overview of OneHub reporting, including revenue reporting, household reporting, AUM reporting, etc.
Overview and best practices of the Annuity Submission Platform (ASP)

Watch recording →

New resource – We have created a new page to increase visibility into what we are working on and our Top Areas of Focus. Visit the Tech Release Notes tile in OneHub under Solutions > Operate Your Business > Technology to learn more.

Advisor Engagement Community Connections Call:

If you missed the Advisor Engagement call earlier this month, the replay is now available.

Watch recording →

On this call, we connected our Osaic strategy to execution. We’ll also dive into the various ways you can connect over the next few months:

•Upcoming educational & coaching events

•Regional meetups being planned

•Best ways to connect and get the most out of your ConnectED experience

Our best practice spotlight focused on the connection and coaching plan between Advisor Engagement and a Team/Ensemble to maximize team potential.

These calls are designed to help you understand the resources and perspectives you need to help maximize your partnership with Osaic, expand your community, create your enterprise value, and help your clients achieve your goals.

Resource Update - Opportunities for Coaching and Development:

Many of you have inquired about opportunities you have to take your practice to the next level.

Boost Efficiency with the Next Level Program, our award-winning Next Level program teaches proven tactics to reach your ideal state of client engagement, productivity, and life-work balance. Join the expert development program that’s helped 1,200+ financial professionals raise their GDC by 2x and AUA by 4x.

Live kick-off event: Nov. 19-20 in Omaha, NE
Virtual dates: December 4 & 18, January 8 & 22, and February 5

The cost is $2,999, and the program will feature bi-weekly expert coaching through March 4, 2025.

For more information about this program and the Osaic tuition discount email us.

We are excited we have extended our partnership with Ken Unger and APFA, the Academy of Preferred Financial Advisors. Many of our advisors have participated and found success working with the team, seeing exponential growth in their skills resulting in overall revenue growth and increased client advocacy. For more information about this program, please visit www.theapfa.com for more information on the program and the Osaic tuition discount.

ConnectED

This year’s ConnectED is more important than ever. This is the single event where you can see and experience the full depth and breadth of resources at Osaic. From learning about the digital evolution to meeting the key resources you need to drive your enterprise value. I hope you’ll consider sharing time with us. If you did not register for the in-person event, we encourage you and your peers to join us remotely! At present, our registration is well over 4,000 attendees.

Also, please start to build your schedule if you haven’t already. You can access your schedule builder at Find Sessions - Osaic ConnectED 2024 (mapyourshow.com) . If you need help, you can find a handy guide by accessing this link Schedule Builder Guide.

We are pleased to announce that our Osaic Executive-hosted Super Breakouts are back by popular demand. Registration links are below.

Until Next Time

From my team to you and yours, we look forward to engaging with you over the coming months at the Advisor Engagement Town Halls, at ConnectED, or through 1:1 meetings with you and our Relationship Leaders.

Please always feel welcome to reach out and a member of my team will get back to you promptly.

Best,

Erinn Ford

Peer Connect

Osaic Links Online!

Once of the easiest way to stay connected to what’s happening at Osaic & see your colleagues in action is through the Osaic LinkedIn page. Regular posts showcase new advisors joining us, achievements of your peers, and community efforts.

ConnectED Registration

The deadline to register for in-person is September 27. Register now. Virtual registration now open!

Building Tomorrow

New annuity research tool now available

You now have access to AnnuityNexus from Beacon Research, a powerful new tool designed to make researching bond and annuity options for your clients easier than ever.

AnnuityNexus will replace Morningstar Annuity Research – which will be discontinued on December 1.

AnnuityNexus offers you access to a wide range of annuity products with reliable and accurate data, an income rider comparison tool allowing you to compare income potential across different riders and products, and detailed performance data at the sub-account level.

Additional features include a streamlined user experience, historical data archives, a dedicated section for Registered Index-Linked Annuities (RILAs), and much more. You can access AnnuityNexus via single-sign on through the OneHub app store.

Review the latest market commentary & share with your clients

Osaic’s Market Research for clients is available on Osaic.com!

Share this resource with your clients so they can access weekly, monthly and quarterly commentary and our weekly podcast series.

Financial Professional commentary is available in OneHub > Solutions > Market Research > Market Commentary. The previous Market Research landing page has been disabled.

Thriving Community

Knowing how you can make an impact often starts with what opportunities are available for your to participate in. The Osaic Foundation is busy at work curating these options for you and your teams in local communities across the country.

Opportunities to have an impact

Regional volunteers are needed on each of the following program or event committees to share ideas on logistics and execution. This is a wonderful opportunity to ensure an outstanding outcome for our participants and designated charities!

To learn more or offer your help, drop a quick email indicating your interest.

See the list of current opportunities.