Peaks Perspective
Why You Can’t Segment Your Prospects (And Why That Means You’re Treating Everyone the Same)
Every prospect is different—interests, timelines, and engagement levels all vary. Treating them...
Article, News
John O’Connell Featured in Wealth Solutions Report: T3: AI-Enabled Operational Excellence And CRMs In The Age Of AI
This article from Wealth Solutions Report recaps the 'Driving Growth Through AI-Enabled...
News, Video
John O’Connell Interviewed on T3 Social Cam at the 2026 T3 Technology Conference: AI University and AI Prompt Engineering
John O’Connell was interviewed on the T3 Social Cam at the 2026...
Article, News
John O’Connell Published In Advisor Perspectives by Vetta Fi: Your CRM Doesn’t Talk to Your Email — And That’s a Problem
John O'Connell was published in Advisor Perspectives by Vetta Fi where he...
Article, News, Speaking
John O’Connell Featured in Wealth Solutions Report: T3’s AI University: Agents, Prospecting And Transformation
John O’Connell was featured in this article from Wealth Solutions Report, recapping...
Article, News, Speaking
John O’Connell Featured in Family Wealth Report: T3 Tech Conference Prequel Tackles Hot AI Issues
John O’Connell was featured in this Family Wealth Report article highlighting his...
News, Podcast, Video
John O’Connell Interviewed on the goRIA Podcast Fueled by InvestmentNews at the 2026 T3 Technology Tools For Today Conference
John O'Connell was interviewed on the goRIA Podcast fueled by InvestmentNews LIVE...
Article, News
News Release: The Oasis Group Releases AI Readiness Index™, First Maturity Benchmark for Wealth Management Industry
Learn more about the Oasis AI Readiness Index™ in this news release...
Article, News
John O’Connell Published in Wealth Solutions Report: Google Finance Brings Sophisticated Research Tools Without The Enterprise Price Tag
John O'Connell wrote this article for Wealth Solutions Report discussing how Google...