Osaic Hosts First Support Staff Symposium to Boost Advisor Efficiency
Event summary
- Osaic launched its inaugural Service Excellence Staff Symposium on August 31, 2026, in Scottsdale, Arizona.
- The event focused on service excellence, productivity, technology adoption, AI, and operational efficiency for support staff.
- Content was shaped with input from advisor support team members, Osaic’s Service Excellence Council, and Champion Circles.
- The symposium included an initiative to support the Osaic Foundation by recognizing veterans.
The big picture
Osaic’s inaugural symposium underscores the growing emphasis on support staff in the wealth management industry, reflecting broader trends toward operational efficiency and technology-driven client experiences. As one of the nation’s largest providers of wealth management strategies, Osaic’s initiatives aim to strengthen collaboration and enhance service excellence, which are critical for sustaining growth and client satisfaction in a competitive market.
What we're watching
- Technology Adoption
- How Osaic’s focus on AI and technology adoption will impact advisor efficiency and client experience.
- Operational Efficiency
- Whether the insights gathered from the symposium will lead to measurable improvements in operational efficiency.
- Scalability
- The pace at which Osaic can scale its support staff initiatives to meet the growing demands of its advisory firms.
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