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 for Kiplinger where he discusses how Google... read more
This article from Financial Planning Magazine gives an inside scoop on some... read more
In this article from Wealth Solutions Report, John O'Connell and other wealthtech... read more
In this Swift Cam video interview from the 2024 Schwab IMPACT Conference,... read more
John O’Connell authored this article for Wealth Solutions Report, discussing how UHNW... read more
In this video interview with industry reporter Chris Latham, John O'Connell discusses... read more
John O'Connell authored this article for Wealth Solutions Report where he discusses... read more
John O'Connell was featured in this article by Wealth Solutions Report where... read more
John O'Connell was recently featured in Advisorpedia arguing that firms misdiagnose... read more
For the second year in a row, The Oasis Group has been... read more
