John O’Connell was featured in this article from Barron’s Advisor covering how financial advisors are using AI in their practices: “The No. 1 AI application for most RIAs is note taking. The second big use case among RIAs is client communications. What we’re finding is that a lot of advisors use either ChatGPT or Claude, or in some cases Perplexity, to write to clients.”
Check out John O'Connell's bylined article published in Advisor Perspectives by VettaFi,... read more
In this article from The Daily Upside, John O'Connell provides exclusive insights... read more
John O’Connell was interviewed by RIA Channel at the 2025 Advyzon Conference,... read more
The financial advisor event anticipates a record number of attendees with a... read more
In this article from Financial Planning Magazine, CEO John O'Connell shares... read more
John O'Connell was featured in Salesforce's AI Playbook, discussing the wealth management... read more
The Oasis Group's latest research report on AI Note Takers was featured... read more
John O'Connell was featured in Financial Planning Magazine in an article about... read more
Summary: John O'Connell was featured in this article from Financial Planning Magazine... read more
John joins Marguerita Cheng on her podcast and video show, Margaritas with... read more
