Best Vision2020 Podcasts (2025)

Technology Solutions Consultant Aida Dillman talks about the technology that can be used to intentionally expand your business. Aida discusses automation, scheduling, and other strategies to get your started. Also hear how technology can be used to increase your geographical reach. Learn how to combat the advisor growth challenge.…

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Weekly Market Impact: September 22 36:14

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This week, Phil is joined by Aidan Redmond, from the Ladenburg research team to discuss stablecoins, how they’re used, as well as the latest updates from the Federal Reserve and current consumer trends. Important Disclosures on Stablecoins: Stablecoin is a type of cryptocurrency designed to have a relatively stable price, typically through being pe…

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Weekly Market Impact: September 15 39:19

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This week, Phil has special guest Jessica Leoncini from Janus Henderson Investors to discuss fixed-income investment options and the Fed’s next move.

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Weekly Market Impact: September 8 26:55

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This week, Phil explores the latest news on the service sector, the labor market, and his concerns for what's next for the Federal Reserve.

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Integrations: Helpful Definitions and More 8:15

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Listen as Technology Solutions Consultant Aida Dillman from Osaic talks about the importance of integrations. Aida defines what integrations are, the three major types, and what steps you can take to use them in your practice. With integrations, you can reduce errors, reduce manual entry of data, and save valuable time.…

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Weekly Market Impact: September 2 24:21

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This week, Phil will discuss what to expect in September for the markets, the busy week ahead of economic data and the Federal Reserve's potential next move.

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Weekly Market Impact: August 25 52:05

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This week, Phil has special guest Julie Biel, Chief Market Strategist, from Kayne Anderson Rudnick to discuss market trends, diversification strategies and current investment opportunities.

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Weekly Market Impact: August 18 31:28

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This week, Phil discusses the latest inflation data, and a strong earnings season continues to fuel market gains despite soft job market numbers.

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YCharts for Investment Research 36:56

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Hear the latest updates on YCharts from Eric Baumgardner, a Technology Solutions Consultant from Osaic. Also in this episode, learn about the amazing features and capabilities of YCharts - an all-in-one platform for investment research. Special guest Lauck Olson, the VP of Enterprise Sales of YCharts, chats with Osaic's Eric Baumgardner about sever…

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Weekly Market Impact: August 11 28:19

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This week, Phill will focus on the latest inflation trends, concerns surrounding the concentration of the S&P 500, and the overall health of the US economy.

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Weekly Market Impact: August 4 26:48

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This week, Phil talks about the major surprise in the July 2025 US Jobs report, inflation, and the overall health of the economy, as tariffs may finally be having an impact.

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Talking Artificial Intelligence, with Zocks Co-Founder Mark Gilbert 15:57

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Osaic's Mark Matheny meets with Zocks Co-Founder and CEO, Mark Gilbert. They discuss the world of artificial intelligence and how it is affecting financial services. Hear how Zocks AI can directly impact your financial business today, by saving time and by facilitating meaningful integrations with your current systems. Learn how you can turn client…

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Weekly Market Impact: July 28 24:57

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This week, Phil is joined by Matt Crosby from Ladenburg Research to discuss the implications of artificial intelligence for the workforce and the latest on recent market activities.

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Weekly Market Impact: July 21 40:36

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This week, Phil has special guest Anirudh Kirtane from First Eagle to discuss a variety of topics including Gold and International investing.

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Weekly Market Impact: July 14 28:27

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This week, Phil provides insights into the evolving tariff situation, the subsequent impact on inflation expectations and the broadening of stock market winners.

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Jump AI for Your Financial Business, with Guest Tobin Bennion 24:08

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Jump AI has announced a recent partnership with Osaic, and now is the time to get going with introducing artificial intelligence into your financial practice. Our special guest, The Head of Sales Tobin Bennion from Jump AI, dives into multitude of reasons why you should engage with AI in your practice, and how it can benefit your relationship with …

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Weekly Market Impact: July 7 33:31

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This week, Phil gives an update how markets finished for the second quarter, the effects of the Big Beautiful Bill, and the most recent discussions on tariffs.

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Osaic talks to GReminders: The Future of AI in Financial Services 23:01

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Eric Baumgardner, Osaic's Technology Solutions Consultant, talks with CEO & Founder Arnulf Hsu of GReminders about the extensive effect that artificial intelligence (AI) is having on the financial industry. Listen as they discuss deep integrations with CRMs and calendars, and how note-takers and summaries can be connected to eliviate the challenge …

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Weekly Market Impact: June 30 30:57

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This week, Phil reviews the second quarter market performance, highlighting key market trends and essential data points to monitor.

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Weekly Market Impact: June 23 28:46

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This week, Phil is joined by Matt Crosby from Ladenburg Research to discuss the unknown strength of the US labor market and the latest implications of geopolitics on US markets.

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Weekly Market Impact: June 16 32:02

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This week, Phil talks about how to avoid having politics and geopolitics impact your portfolio.

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Handling Life Events with Technology 24:27

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Osaic's Technology Solutions Consultant Aida Dillman speaks with a highly seasoned assistant about how technology platforms should be used when dealing with life events of your financial clients. Listen as they discuss platforms such as Redtail, MyRepchat, and PreciseFP. Also hear how digital signature can enhance your practice and make life much e…

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Weekly Market Impact: June 9 25:46

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Why are markets climbing the wall of worry? Listen in this week as Phil goes over the facts versus the headlines.

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Weekly Market Impact: June 2 39:21

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This week, Phil has special guest David Vaughn, CIO of Global Strategies from ClariVest to discuss behavioral finance, its impact on investing and so much more.

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Using All of Your CRM for the Good 10:41

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Osaic's Technology Solutions Consultant Aida Dillman talks about how to use your CRM to the fullest capacity, to reduce costs, streamline processes and make the office run smoother. Hear expert tips on follow-ups, how to track progress and the importance of training on your CRM. Listen to Aida discuss using templates and how to create a meaningful …

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Weekly Market Impact: May 27 30:29

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This week, Phil is joined by Ben Dennis, CFA from the Ladenburg research team, to discuss Gold as an asset class and an update on markets.

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Weekly Market Impact: May 19 30:46

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This week, Phil discusses the implications of the US debt downgrade, last week's rally in stocks and the latest update on inflation.

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Success: It Doesn't Come without Challenges 22:57

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Hear from author and business creator Derrick Girard as he speaks with Osaic's Mark Matheny about the challenges that he faced on his career path. Derrick shares his thoughts on the powers of adaptation, and also dives into the disputes and lawsuits that he faced. Learn how goals can empower you for success and what it means to "figure it out" in t…

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Weekly Market Impact: May 12 28:35

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Markets up on the year? This week, Phil discusses US trade agreements with the UK and China and the positive impact on equity markets.

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Weekly Market Impact: May 5 26:04

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This week, Phil is joined by Aidan Redmond, from the Ladenburg research team to discuss the success of the Irish economy and the latest tariffs.

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Teamwork that Multiplies 8:08

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Technology Solutions Consultant Aida Dillman discusses how using the proper technology can multiply the rewards of successful teamwork. Listen as Aida talks about file sharing, online schedulers, and AI (artificial intelligence) tools.By Geoff Severson

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Weekly Market Impact: April 28 32:47

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Big week for earnings and economic data, but that’s not why the markets are rallying. Phil breaks down the latest on market movements and reasons to stay invested.

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Weekly Market Impact: April 21 33:00

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This week, Phil discusses the current economic data versus what the headlines are suggesting and what is causing market volatility.

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Utilizing Technology to Manage Clients 12:14

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Osaic's Mananger of Technology Solutions Consulting, Mark Matheny, discusses the vital role of technology platforms to manage your financial clients. Mark gives excellent advice on handling life events using your CRM. Hear valuable instruction on using reminders, workflows, and customized templates. Learn how to best use tags and filters for segmen…

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Weekly Market Impact: April 14 32:23

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Tariffs, are they a reason to panic? This week, Phil discusses the impact of tariffs and ideas that may help filter out the noise.

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Weekly Market Impact: April 7 40:13

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This week, Phil has special guest, Steve Lowe, CIO of Thrivent to discuss markets, economy & tariffs.

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AI in My Practice: Could I? Should I? 15:31

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Expert financial technology consultant Eric Baumgardner from Osaic speaks about the latest news and updates about AI, artificial intelligence, as it relates to financial services. Hear him discuss regulatory compliance issues, data privacy and the interesting application of note-taking. What are "hallucinations" and why is that a concern? Eric talk…

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Weekly Market Impact: March 31 24:26

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This week Phil talks about a difficult first quarter, the importance of not panicking, which U.S. stocks are actually up and diversification being the key to success in the markets.

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Weekly Market Impact: March 24 36:56

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National Debt Doom and Gloom! This week, Phil is joined by Fred Boy, CFA and Analyst for Ladenburg, to discuss the causes, implications and outlook for US Debt.

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Introducing New Technology to Your Clients 8:02

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Listen as Technology Solutions Consultant Eric Baumgardner shares strategies on how to introduce technology to your clients. Hear how to create an "inner script" while identifying pain points. Eric also shares excellent methods for rolling out and how to leverage your CRM to help with the process.By Geoff Severson

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Weekly Market Impact: March 17 38:29

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This week, Phil welcomes special guest Brett Jenkins from Clarion to discuss opportunities in real estate and how to become an investor in a unique and different asset class.

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Weekly Market Impact: March 10 34:32

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Don't panic, sell-offs are normal! This is when diversification matters. Listen in to Phil’s update as to why it's happening and what opportunities are being created.

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Weekly Market Impact: March 3 31:53

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Are the Mag 7 still magnificent? Can the market climb the wall of worry? Listen in to Phil’s update for latest on market performance.

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Have You Considered All of These Wealth Technology Options? 10:17

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Technology Solutions expert Mark Matheny talks through a wide spectrum of all of the technologies that a financial advisor should be considering for their business. Mark shares insight into integrations, file-sharing, account aggregation and even using video in your business. Also hear some interesting points about text messaging with compliant sol…

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Weekly Market Impact: February 24 32:31

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This week, Phil is joined by Matt Crosby, Investment Associate with Ladenburg, for a market update and a discussion on tariffs and the impact on the US Economy.

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How to Choose a CRM 10:20

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Technology Solutions expert Mark Matheny from Osaic talks about the importance of using a CRM, and how to select one that will fit your business. Listen as Mark discusses topics such as scalability, support teams, back-ups and compliance. Also learn how to properly consider segmentation features and how the setup and install processes are expected …

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Weekly Market Impact: February 18 42:48

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This week Phil is joined by special guest, Greg Sharenow PIMCO MD & PM to discuss things we use every day- Commodities - and how they affect everything but also as a potential investment opportunity.

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Weekly Market Impact: February 10 30:22

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This week, Phil discusses the January effect, less Magnificent Seven, and labor market strength.