PODCAST · business
Osaic Consulting
by Osaic
Listen to Osaic's road to ensemble!Securities and investment advisory services are offered through the firms: Osaic Wealth, Inc., Triad Advisors, LLC, Osaic Institutions, Inc., and Woodbury Financial Services, Inc., broker-dealers, registered investment advisers, and members of FINRA and SIPC. Securities are offered through Securities America, Inc., American Portfolios Financial Services, Inc., and Ladenburg Thalmann & Co., broker-dealers and member of FINRA and SIPC. Advisory services are offered through Arbor Point Advisors, LLC, American Portfolios Advisors, Inc., Ladenburg Thalmann Asset Management, Inc., Securities America Advisors, Inc., and Triad Hybrid Solutions, LLC, registered investment advisers. Advisory programs offered by Osaic Wealth, Inc., Securities America Advisors, Inc., Triad Advisors, LLC., and Woodbury Financial Services, Inc., are sponsored by VISION2020 Wealth Management Corp., an affiliated registered investment adviser.© Osaic, Inc. • osaic.com
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Episode 1: Defining Ensemble Vision & Mission
Kirk Hulett and Jeff Sietstra discuss the definition and vision of an Ensemble, and explore its structure, pros and cons, and the first steps for building a successful foundation for an Ensemble. 8325001
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9
Episode 2: Defining Ensemble Ideal Client & Value Promise
Kirk Hulett and Chris Kirby talk about identifying an Ensemble's ideal client profile and formulating a value promise attractive to those ideal clients, as well as creating an effective service menu. 8399147
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Episode 3: Building Ensemble Brand Equity & Value
Kirk Hulett and Charlie Dinnel investigate building the Ensemble's brand value. Topics include performing a preliminary brand analysis, community involvement, and crafting a branding process and brand standards. 8399157
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Episode 4: Addressing Ensemble Client Ownership
Kirk Hulett and Roger Verboon explore the issue of addressing client ownership in an Ensemble. They address crucial areas like converting a practice's clientele to firm ownership and how to approach compensation. 8399195
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Episode 5: Ensemble Affiliation & Exit Agreements
Kirk Hulett and Todd Fulks look at protecting the Ensemble's client ownership through several critical agreements and documents, such as affiliation and exit agreements. 8399204
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Episode 6: Determining Partnership Equity & Compensation
Kirk Hulett and Jeff Sietstra discuss the complexities of determining partnership equity and compensation, including partner contributions to the Ensemble, compensation structures, and calculating equity splits. 8399220
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Episode 7: Leading & Managing an Ensemble
Kirk Hulett and Alan Cole navigate the challenges of leading and managing an Ensemble. They look at self-assessment for leaders, building leadership skills, and how to communicate effectively within the Ensemble. 8399230
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Episode 8: Capitalizing on Human Capital for an Ensemble
Kirk Hulett and Alan Cole focus on HR tactics for Ensembles. They talk about how best to build a suitable framework and process for addressing people structure needs and finding best-fit candidates for every role. 8399312
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2
Episode 9: Running an Efficient Ensemble using Technology
Jeff Sietstra and Mark Matheny discuss efficiently running an Ensemble through appropriate tech. They consider proper use of CRMs, calendars, file sharing, and cyber security. 8399325
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Episode 10: Succession for an Ensemble
Kirk Hulett and Chris Kirby talk about succession and continuity planning for Ensembles. They discuss considerations for Ensembles vs. non-Ensembles, as well as grooming the next generation for future leader roles. 8399339
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ABOUT THIS SHOW
Listen to Osaic's road to ensemble!Securities and investment advisory services are offered through the firms: Osaic Wealth, Inc., Triad Advisors, LLC, Osaic Institutions, Inc., and Woodbury Financial Services, Inc., broker-dealers, registered investment advisers, and members of FINRA and SIPC. Securities are offered through Securities America, Inc., American Portfolios Financial Services, Inc., and Ladenburg Thalmann & Co., broker-dealers and member of FINRA and SIPC. Advisory services are offered through Arbor Point Advisors, LLC, American Portfolios Advisors, Inc., Ladenburg Thalmann Asset Management, Inc., Securities America Advisors, Inc., and Triad Hybrid Solutions, LLC, registered investment advisers. Advisory programs offered by Osaic Wealth, Inc., Securities America Advisors, Inc., Triad Advisors, LLC., and Woodbury Financial Services, Inc., are sponsored by VISION2020 Wealth Management Corp., an affiliated registered investment adviser.© Osaic, Inc. • osaic.com
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Osaic
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