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John O’Connell Published in Advisor Perspectives by VettaFi: Business Process Management: Why Wealth Management Firms Must Embrace It Now
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John O’Connell Published in Advisorpedia: FanDuel’s Entry Into Prediction Markets Signals a New Era for Investor Behavior
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John O’Connell Featured in The Daily Upside: What Fidelity’s Data Breach Means for Advisors
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John O’Connell Published in Advisor Perspectives by VettaFi: The Strategic Imperative of Appointing a Chief Growth Officer
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John O’Connell Quoted in RIABiz on AI and the Growth of Canoe Intelligence
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John O’Connell Quoted in The Daily Upside: Why Advisors Are Ditching Their CRMs
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John O’Connell Featured in Financial Planning Magazine on Easy AI Tools for Advisors
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John O’Connell Featured in Financial Planning Magazine on Tech Vendor Relationships
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John O’Connell Published in ThinkAdvisor: Salesforce Breach Exposes Risk for Wealth Firms; Here Are 6 Steps to Take Now
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