John O’Connell Featured in Action! Magazine: AI note takers 101: The advisor’s guide
In this article from Action! Magazine by AdvisorEngine, highlighting The Oasis Group’s Peaks Research for AI Note Takers, John O’Connell shares additional insights on the research study and its significance for the wealth management industry: “These aren’t just note takers – they’re meeting assistants. It’s a force multiplier for an individual. Do I think that this technology is going to get so good that I can do a meeting by myself and not have to pay for the cost of two or three people sitting in that meeting to help me? Yes. That cost will go away, 100%.”
