John O’Connell Featured in Action! Magazine: From AI FOMO to AI strategy: A wake-up call for financial advisors
This article from Action! Magazine powered by AdvisorEngine focuses on a conversation between Suleman Din and John O’Connell at the 2025 Schwab IMPACT Conference, where they discuss the shift from AI FOMO to AI strategy in the wealth management industry. In the Q&A, John breaks down what’s working, what’s overhyped, and where firms risk moving too fast. AI adoption in wealth management is no longer optional – it’s ubiquitous. But according to John, maturity has not yet caught up with enthusiasm.
