John O’Connell Featured in Financial Planning Magazine: AI for Wealth Client Growth? Slowly But Surely

John O’Connell Featured in Financial Planning Magazine: AI for Wealth Client Growth? Slowly But Surely

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.”

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