John O’Connell will speak on a panel of technology experts at the 2025 Advyzon Conference, Thursday, February 13th at 9:30am ET where they’ll discuss how financial advisors can utilize fintech, wealthtech, and AI solutions to grow their practice and drive efficiencies.
In the article 7 Tips for Writing a Unique Value Proposition, John... read more
John O'Connell's session at the 2024 The Blue Vault Bowman Alts Summit... read more
John discusses how to identify the value within your wealth management firm... read more
Summary: John O'Connell was featured in this article from Financial Planning Magazine... read more
Do you own your data? That may sound like a strange question.... read more
In this fast-paced, high-impact keynote, which will be presented at the Financial... read more
John discusses your firm’s Unique Value Proposition and why it is so... read more
At the 2024 Wealth Management EDGE Conference in Hollywood, Florida, John O'Connell... read more
We're so excited to be the strategic partner for an exclusive CTO... read more
Attend this Master Class to explore the various ways investors are using... read more
