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 wrote this bylined article for Advisor Perspectives by VettaFi, where... read more
John O'Connell was featured in this Fiducary Voices article detailing an Executive... read more
In this article from Financial Planning Magazine, John O'Connell weighs in on... read more
John O'Connell was profiled by Authority Magazine, participating in a '5 Things'... read more
John O'Connell was quoted in this article from WealthManagement.com that discusses the... read more
John O'Connell was quoted in Financial Planning Magazine, discussing how financial advisors... read more
Developed by industry veteran John O’Connell, the courses are built to provide... read more
John O'Connell was featured in this article from Barron's Advisor covering how... read more
John O'Connell was featured in Financial Planning Magazine in an article highlighting... read more
This article by ETF Database by VettaFi shares details on AI experts... read more
