Advisors and New Technology: Advisor360° Newsletter featuring John O’Connell
John O'Connell2024-06-12T20:46:27+00:00
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John O'Connell
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Practice Management, Technology, Wealth Management, WealthTech
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The Oasis Group’s John O’Connell was featured in this Connect360° newsletter from Advisor360°, focusing on what advisors are looking for in technology solutions and how firms can provide the tools they need to be productive and grow. John provides his insights on training challenges, technical support, integration capabilities, expectations of next-gen advisors, evaluating tech stacks, and more.