John O’Connell Featured in Financial Planning Magazine: What advisors should prioritize when evaluating tech purchases
John O’Connell was featured in this Financial Planning Magazine article covering a panel that John O’Connell moderated at the 2026 T3 Technology Conference, titled “From Prospecting to Annual Review: How Al Is Transforming Wealth Management”.
Alongside Alison Dooher of Charles Schwab, Mike Ursitti of Advyzon Investment Management (AIM), and Sarah Grieco of Syntax Data, the panelists discussed how financial advisors considering options from the growing universe of technology vendors should start with outcomes – not features – and scrutinize how well new tools would integrate with their existing stack. John also noted that when evaluating potential new technology, advisors should look closely at the promised integrations – especially during the demonstration process.
