Watch this webinar replay with FINNY, an AI platform that helps advisors identify, prioritize, and automate the outbound to high-potential prospects. John O’Connell participated in FINNY’s Expert Office Hour series and discussed how financial advisors can leverage existing documents to create new content with AI.
John O'Connell participated in a webinar with Practifi discussing AI in Wealth... read more
RIA client data comes in many forms – while some data may... read more
Join John O’Connell of The Oasis Group and Sam Sova and Karl... read more
In this insightful webinar titled 'Beyond the Template: How RIAs Build a... read more
In this insightful webinar, John O'Connell and Tim O'Connell delve into AI-enhanced... read more
Watch this webinar replay with John O'Connell of The Oasis Group, Ron... read more
Why do so many RIAs have compliance data stored in different places?... read more
In this webinar replay, John O’Connell, alongside Dan Cavanaugh and Erika... read more
In this webinar with WealthManagement.com, we unpacked key findings from the recent... read more
The Oasis Group CEO John O'Connell joins a panel of industry experts... read more
