Rob Dilbone, managing director, TradePMR and John O’Connell, founder, The Oasis Group as the duo discuss how advisors can leverage their firm’s data to improve client engagement and firm valuation in a down market.
Pam Krueger, creator and co-host of MoneyTrack on PBS, interviews John on... read more
John shares his inspiration for writing his recent book, The Rise of... read more
The RIA technology landscape is evolving rapidly - it seems like there... read more
John discusses mentors he’s had in the past; his inspiration for his... read more
Prep for ransomware attacks or be ready to pay the price. Ransomware... read more
Doug Heikkinen has John on his podcast to discuss: Things to... read more
John O'Connell will speak on a panel of AI experts at the... read more
John & Cinthia Murphy from ETF Think Tank discuss the growth of... read more
In this fast-paced, high-impact keynote, which will be presented at the Financial... read more
In the article 7 Tips for Writing a Unique Value Proposition, John... read more
