John O’Connell was quoted in Financial Planning Magazine, discussing how financial advisors are utilizing AI for marketing and client growth: “All firms should feel pressure to educate themselves on AI capabilities. Firms should determine the best use case for AI to enable efficiencies in their business.”
In this article from Financial Planning Magazine, CEO John O'Connell shares... read more
John O’Connell stopped by the T3 Social Cam to share how he... read more
John O'Connell shares valuable insights in this article from Financial Planning Magazine,... read more
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Summary: John O'Connell was featured in this article from Financial Planning Magazine... read more
As more firms embrace AI tools, the key to success lies in... read more
The Oasis Group CEO John O’Connell was featured in an article in... read more
RIA client data comes in many forms – while some data may... read more
In this Swift Cam video interview from the 2024 Wealth Management EDGE... read more
