The Oasis Group CEO John O’Connell was featured in an article in Financial Planning Magazine on how financial advisors can use social media compliantly to reach younger generations and take advantage of the great wealth transfer: “The most successfully growing firms know their ideal prospect and personalize their messaging to that prospect.”
John O’Connell authored this article in ThinkAdvisor, where he delivers a critical... read more
John O'Connell was featured in Salesforce's AI Playbook, discussing the wealth management... read more
In this Swift Cam video interview from the 2024 Schwab IMPACT Conference,... read more
As more firms embrace AI tools, the key to success lies in... read more
John O'Connell authored this article for Wealth Solutions Report, covering Robinhood's strategic... read more
In the article 7 Tips for Writing a Unique Value Proposition, John... read more
John O’Connell discusses key trends shaping the industry with WealthManagement.com at the... read more
John O'Connell joins a roundtable discussion for Financial Planning Magazine where he... read more
John O'Connell was quoted in this article from InvestmentNews discussing Robinhood's acquisition... read more
John O'Connell is featured in this InvestmentNews article on how captive... read more
