Edition 7 | 2024
Empowering you to thrive
A message from Erinn Ford, EVP, Advisor Engagement
Valued Partners,
I hope this message finds you enjoying summer! For me, I am looking forward to a get-together with my extended family in August in Lake Chelan, WA. Our crew of 18 strong enjoy activities on the lake as well as competitive rounds of card games and spoons.
It has been a productive month! A few highlights:
- Our NXT event that was dedicated to the future of wealth management! You can access the replays now through August. I was thrilled that 1,300 of you had the opportunity to hear from our keynote speakers, executive leaders, and your advisor peers.
- My advisor engagement team of relationship managers came together at the end of May to spend time focusing on all of you and how we elevate our relationship as we come under the Power of One Osaic. We look forward to continuing to strengthen our partnership, service and resources to help you:
- Deliver massive value to your clients.
- Build a healthy and profitable business to increase your enterprise value.
- Gain efficiency to put time back into your day to focus on the people and priorities that matter most to you.
- Our official ribbon cutting ceremony for the opening of our new headquarters space in Scottsdale. It was a wonderful celebration of our new location as it feels and looks like the future of wealth management. Please let us know when you are in the area, we would love to host you!
- We hosted a virtual town hall with our 3,200 employees who are dedicated to serving you in what you do every day to help achieve better outcomes for your clients.
Your feedback in action
We have been listening and engaging with you over the first half of 2024. One of the themes is the evolution of our digital platform – specifically on eQuipt. Based upon your feedback:
- We released remaining account registrations, bringing us to 100% coverage.
- New eQuipt has reached full parity with legacy eQuipt in terms of account funding methods that can be added with a new account.
- We have released New Account Supervision process inside New eQuipt.
- Coming next: A more integrated experience between WMP and New eQuipt is in flight, as well as implementing e-sign notifications for e-signature invites sent through new eQuipt.
Please keep your feedback coming – for more ways to share: Support Center, eQuipt, & OneHub feedback: Feedback@osaic.com
Our partnership – and people - in action
We love connecting our team and resources – to YOU in the areas you’ve asked for.
Advisor-led sessions at NXT
Your advisor peers either led or participated in over 60 breakouts. For our team, this is an important part of our role with you to ensure we’re matching peer speakers and topics to what you’re asking for. The top peer breakout sessions are featured below.
Community Connections at Ovation
Our hearts are full after spending 4 wonderful days with 370 Financial professionals and guests celebrating your success, sharing feedback, and planning for the future. Some of our favorite highlights included opportunities to connect with family and friends along with the opportunity to discuss strategies to continue the growth trajectory of our financial professionals at our business roundtables.
There were several fruitful and forward-looking discussions around M&A and Succession Planning, Building Team-Based Businesses, Executing on your Value Proposition, Embracing your Tech Stack, and Holistic Wealth & High Net Worth investing.
Our celebratory recognition events have continued to evolve. We can’t wait to see you next year and are looking forward to Odyssey in July!
Until Next Time
My best wishes to you, your teams, and your clients for an enjoyable summer season.
Please always feel welcome to reach out at AdvisorEngagement@Osaic.com and a member of my team will get back to you promptly.
Erinn Ford
Building a community for a specific audience
The concept of solopreneurs isn't new, but what's different in today's world is the focus on how much growth can be positively impacted if solopreneurs are connected into a network of their peers.
Building a community for a specific audience with several different ways for a person to choose to participate is a critical factor in inclusion and accessibility. Our Women Forward initiative looks to do just that, and we were proud to feature several of your peers in this in-depth look at how peer communities foster connections that drive growth. Read it on AdvisorHub!
Building Tomorrow
Thriving Community
Launching the Ensemble Council
The wealth management industry has seen a widespread increase in the development of multi-advisor practices to drive growth and achieve scale. Osaic produced thought leadership on this with Cerulli Associates and you can download it today. To ensure we’re hearing from you and what’s working in those team-based businesses at Osaic, we’re excited to announce the formal launch of the Osaic Ensemble Council! Our thanks to all the participating financial professionals for giving us their time.
Your Advisor Engagement Team Coming Together
Our Osaic Advisor Engagement team met recently to collaborate on all things organic growth and how we best partner with advisors to: 1) strategize with them to deliver value to their clients, 2) run healthy and profitable businesses, and 3) gain time back in their day to focus on the people and priorities they love!
Special thanks to Jamie Price and Greg Cornick for sharing Osaic’s strategic direction, priorities, and commitment to supporting the field in the incredibly important work they do each and every day.
Trending topics
As part of our mission to make your day-to-day easier, we’re consolidating and migrating content into OneHub. Our content migration journey continues in phases, as sections are consolidated and redefined from various portals. The information typically found in the Office Management section of Vision 2020 has moved and the Support section is on track to migrate next. Progress will be shared through Weekly Edge in preparation for sunsetting Vision 2020 later this year.
We’ve made exciting changes to our financial planning services to better align with your clients’ needs and demographics, as well as to incorporate industry-leading financial planning fee-for-service features. Osaic’s Financial Planning program now offers three separate service options, each with two expiration options, standard “point in time” or annually renewable.