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John O’Connell Published in Advisor Perspectives by VettaFi: Building a Prompting Workflow for Your Practice
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John O’Connell Featured in Barron’s: How Innovative Firms Are Training Next-Gen Advisors
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John O’Connell Featured in Financial Planning Magazine: Most advisors see AI in investing as a risk
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John O’Connell Featured in Financial Planning Magazine: Advisors look to diversify after DeepSeek’s rise, Trump’s AI directive
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John O’Connell Published in Advisor Perspectives by VettaFi: The Limitations of SOC2 Audits in Preventing Cybersecurity Breaches: A Critical Analysis
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John O’Connell Published in Advisor Perspectives by VettaFi: The Silent Threat on the Line: How Audio Deepfakes Endanger Wealth Management – and How to Build Real Resilience
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John O’Connell Featured in Financial Planning Magazine: The Cybersecurity Questions Advisors Must Ask Vendors
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John O’Connell Published in Advisor Perspectives by VettaFi: AI Chatbots: Transforming Wealth Management Through Innovation
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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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John O’Connell Published in Advisor Perspectives by VettaFi: Key Considerations for Selecting Technology
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