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John O’Connell Published in Advisor Perspectives by Vetta Fi: Why You Can’t Segment Your Prospects (And Why That Means You’re Treating Everyone the Same)
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Oasis Group Mentioned in Wealth Solutions Report: Estate Planning, Entrepreneurial Spirit, The ‘Solo Advisor’ Myth And More
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John O’Connell Featured in the Salesforce AI Playbook: Redefining Wealth Management for the Future
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John O’Connell Featured in Financial Planning Magazine on AI Chatbots
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John O’Connell Featured in TechFinitive: CIO Playbook 2026: What technology leaders really think about enterprise AI adoption
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