John O’Connell was quoted in this article from Barron’s Advisor discussing how innovative wealth management firms are training next-gen advisors through apprenticeships and other training programs. John cautions firms that keep junior advisors in a support role for too long: “In today’s world of instant gratification, if it takes too much time, they start looking for another job.”
John O'Connell was published in Wealth Management Magazine's 2025 Midyear Outlook issue,... read more
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John O'Connell was profiled by Authority Magazine, participating in a '5 Things'... read more
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John O'Connell is featured in this InvestmentNews article on how captive... read more
John O'Connell was quoted in this article from WealthManagement.com that discusses the... read more
John O'Connell discusses how wealth managers can use prompt engineering to get... read more
In this Swift Cam video interview from the 2025 Advyzon Conference, John... read more
In this Swift Cam video interview from the 2024 MarketCounsel Summit, John... read more
In this Swift Cam video interview from the 2024 Wealth Management EDGE... read more
