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.
In this informative webinar recording, John O’Connell of The Oasis Group and... read more
John O'Connell joined Chirag Gandhi, CEO of Mili, for a practical discussion... read more
Register for this upcoming webinar hosted by WealthManagement.com and The Oasis Group,... read more
Watch this webinar replay led by John O'Connell, as he presents key... read more
Why do so many RIAs have compliance data stored in different places?... read more
John O’Connell, Mark Gilbert of Zocks, Stacie Craddock of Integrated Compliance Advisors,... read more
The Oasis Group CEO John O'Connell joins a panel of industry experts... read more
In this webinar replay, John O’Connell and Todd Rovak, CEO of Carefull,... read more
The Intention.ly & Friends Book Club brings together some of the most... read more
Your firm is executing well – but you can get even smarter.... read more
