Focus Financial Inaugural Summit
A dynamic firm-wide event designed for learning, networking, and celebrating achievements.
Osaic
Brad Hickman
Vice President Regional Consultant
Osaic
Email: bhickman@osaic.com
Phone: 612-718-6440
Presentation and Supplimental Materials
Summit Recap
- WMP solutions and resources help advisors scale their practices
- WMP offers high net worth solutions to meet the needs of your high net-worth clients
- Envestnet PMC’s Private Wealth Consulting, the UMA with Tax Management Overlay and Direct Indexing solutions are excellent, customizable solutions to help advisors serve high net-worth clients
- The future is personal. Clients are now accustomed to personalized experiences. Direct Indexing Solutions deliver personalized, customized solutions to clients that solve their individual needs – from tax transition and management, to working out of concentrated stock positions, Direct Indexing Solutions solve specific client needs through a personalized experience.
Bio
Brad Hickman covers the Northern Region for Osaic’s Wealth Management Platform. He specializes in helping Financial Professionals grow their Investment Advisory practices by utilizing the Wealth Management Platform. Brad shares knowledge with advisors on fee-based account conversions, WMP updates, product & manager selection, WMP features that build efficiency. Brad has been in the financial services industry for over 19 years in several different roles, first as an advisor and now as a Regional Consultant here at Osaic.
Brad is filling in for Dru Ashcraft who cannot travel due to health issues. Dru’s contact info: dashcraft@osaic.com, 949-531-3247
Osaic
Tom Ocheltree
Vice President, Digital Solutions
Osaic
Email: Tom.ocheltree@osaic.com
LinkedIn: Tom Ocheltree | LinkedIn
Phone: 901-302-6345
Presentation and Supplimental Materials
Bio
Join Tom Ocheltree, Vice President of Digital Solutions at Osaic, as he covers Osaic’s efforts to increase your efficiency, reduce friction points, and improve the end-client experience. Tom will talk about recent eQuipt 2.0 updates, upcoming enhancements, as well as a broader look at the Digital roadmap at Osaic.
Tom leads the digital product management efforts for the eQuipt suite of technology. Tom joined Osaic in 2021 and is focused on using his passion for enhancing user experience through customer feedback to improve the New eQuipt experience. Prior to Osaic, Tom spent 11 years at Charles Schwab, where he led teams focused on improving Schwab’s retail trading experience.
