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John O’Connell Published in Advisorpedia: Smarter Prompts, Better Advice: How Wealth Managers Can Use Prompt Engineering To Get More From AI
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John O’Connell Quoted in Financial Planning Magazine: The AI tools meant to save time are burning out advisors
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John O’Connell Quoted in InvestmentNews: AI wrap: Carson deploys in-house chatbot, Tifin launches AI agent platform
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John O’Connell Quoted in Advisor Perspectives: AI Washing and the Advisor Shortage: Why Getting Technology Decisions Right Has Never Mattered More
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The Trading Strategy Tax: Why Your Investment Approach Now Has a Price Tag
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John O’Connell Featured in Financial Advisor Magazine: You Are Not Your Clients Document Vault
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John O’Connell Published in Advisor Perspectives by VettaFi: The Evolution of RIA Acquisition Models
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