John O’Connell is featured in this InvestmentNews article on how captive financial advisors can prepare for the breakaway experience, emphasizing how the broker protocol allows advisors to take client contact information and that the focus should be on maintaining strong client relationships.
John O’Connell was interviewed on the T3 Social Cam at the 2026... read more
In the article 7 Tips for Writing a Unique Value Proposition, John... read more
John O’Connell was featured in this article from InvestmentNews, where he discussed... read more
John O'Connell was recently featured in Professional Wealth Management with an... read more
John O'Connell weighs in on the CFP's release of a "Generative AI... read more
Prep for ransomware attacks or be ready to pay the price. Ransomware... read more
In this article from InvestmentNews, John O'Connell shares his thoughts on the... read more
The latest white paper from The Oasis Group, 'Agentic AI in Wealth... read more
In this bylined article written for Advisorpedia, John O'Connell discusses how Claude... read more
The Oasis Group's latest research report on AI Note Takers was featured... read more
