Osaic announced it has enhanced two of its advisor development offerings, its Wealth Advisor Academy and Financial Planning Jump Start programs, through partnerships with ActiFi and Greene Consulting, as the firm looks to deepen support for advisors delivering holistic financial planning and scalable wealth management.
The firm said the upgraded programs are designed to strengthen advisors’ technical planning capabilities and interpersonal skills while improving the efficiency of coaching and monitoring, particularly for newer financial professionals. Osaic said the enhancements will give advisors additional tools and training to deliver comprehensive planning solutions more effectively.
Osaic’s Wealth Advisor Academy, aimed at experienced advisors looking to deepen planning acumen and improve practice management, uses a collaborative learning model built around peer interaction and idea sharing. The firm said the Academy was recently recognized with the 11th Annual Wealth Management Industry Award for Practice Management, and it cited early results indicating participants are bringing in net new assets at twice the rate of their peers.
For newer advisors, Osaic said its Financial Planning Jump Start Program is intended to provide a foundation for early career development. By expanding instructional capacity through external partners, the firm said internal coaches can spend more time on targeted skill-building and track participant progress more closely, enabling more proactive and individualized support. Osaic cited recent results showing participating cohorts reported a 150% increase in readiness, knowledge, and confidence in client financial planning conversations.
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“The format lends itself well to peer collaboration and idea sharing, which allows everyone to improve and grow exponentially more than through individual learning and implementation. It is unlike any coaching and development program I have attended.”
Marie Cammack, Division Manager (Osaic-Affiliated), Independent Capital Management; Pilot Participant, Wealth Advisor Academy
“We are committed to helping financial advisors develop the interpersonal skills and technical knowledge needed to grow their business through coaching, consulting and development in combination with our external partners. Equipping advisors with productivity, growth and support solutions that enable a lasting impact for clients and themselves is a core tenant of the value we deliver to our affiliated financial advisors.”
Jerry Schreck, Senior Vice President, Advisor Education and Training, Osaic
