Ep. 183 Disruption Done Right: Jamie Price on Leading Through Change

In this episode, Patti Brennan sits down with Jamie Price, CEO of Osaic, for a high-level conversation on leadership, transformation, and the future of independent wealth management. From the complexities of the Journey to One initiative to the evolving role of technology, regulation, and advisor-client relationships, Jamie shares an unfiltered look at what it takes to lead a firm through significant change—without losing sight of the people it serves. For advisors, industry professionals, and clients alike, this is a rare behind-the-scenes discussion with one of the most influential voices in wealth management today.

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This episode is 47 minutes long.

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This episode was published on July 11, 2025.

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