Osaic
 



INDUSTRY INSIGHTS
Spotlight Series
 
Psychology of Growth

 

Join host Brent Pryor, VP, Investment Advisory Consulting, and guest speakers, Rita Robbins, President, Affiliated Advisors, and Theresa Gralinski, Head of the Advisor Advancement Institute at New York Life Investments.


Discover the secrets of thriving through change. Backed by research with today’s top-performing advisory teams, this session uncovers five game-changing principles—Bold Action, Meaningful Connection, Growth Mindset, Authentic Generosity, and Culture Warriors. Learn how to turn volatility into opportunity, build a high-performance culture, and set your team on the path to lasting growth.
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 SPOTLIGHT
Are you using LinkedIn to tell your story?

Watch this series to learn why you should leverage LinkedIn and how to maximize it for your business. 
Part 1: Watch Now
Part 2: Watch Now
Part 3: Watch Now
LinkedIn 10-minute daily challenge
Download Guide Now
 
Previous spotlights
SUMMER SPOTLIGHT
Mid-year Capital Markets Outlook
 
Watch the replay →
AUGUST SPOTLIGHT
The "One Big Beautiful Bill" 

Watch the replay →
Industry Insights Spotlight Series Highland Capital Myths vs Facts Debunk Life Insurance Myths
LIFE INSURANCE SPOTLIGHT
Myth vs. Fact with Zach 
 
Watch the replay →
Visit the Life Insurance Awareness page →
Year End Review and 2025 Market Outlook
 
Watch the replay →

WINTER SPOTLIGHT
Opportunities in the Real Estate Market
 
Watch the replay →
FALL SPOTLIGHT
Building Advisory Value: Tax Smart Solutions for Employee Equity Compensation
 
Watch the replay →
FALL SPOTLIGHT
A Global View of Policy, Politics, and Priorities: Where Do We Go From Here?

 
Watch the replay →
MAY SPOTLIGHT
Introducing Capital Group Private Client Services
 
 
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APRIL SPOTLIGHT
What would Yale do if it were taxable?
 
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MARCH SPOTLIGHT
WMP Hoop Dreams & Investable Themes 
 
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FEBRUARY SPOTLIGHT
Share the Love: Family Discussion Guide
 
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JANUARY SPOTLIGHT
Beyond Money: The Rest of Retirement
 
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Download the presentation →
We want to hear from you! 
 
Is there a speaker you would like to hear from or a topic you think would be compelling? Tell us about it. Contact us at partnerrelations@osaic.com.
Want to know more about advisory options?
 
Contact us at ia@osaic.com. 
Visit the industry insights archive page:
 
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Securities and investment advisory services are offered through the firms: Osaic Wealth, Inc., Triad Advisors, LLC, and Osaic Institutions, 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., and Triad Advisors, LLC., are sponsored by VISION2020 Wealth Management Corp., an affiliated registered investment adviser.

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