John O’Connell was quoted in this article from InvestmentNews discussing what new RIAs and breakaways should be prioritizing and focusing on in 2025: “We recommend that new RIAs begin to define their ideal client persona in this first year so that they know what type of client they would like to attract.”
The Oasis Group recently released a new white paper on customer relationship... read more
John O'Connell wrote this piece for Wealth Solutions Report on why... read more
In this short conversation from the 2026 T3 Conference, John O’Connell talks... read more
John O'Connell was quoted in this article from Barron's Advisor discussing how... read more
In this article by Marie Swift published in Wealth Solutions Report, she... read more
This article from Wealth Solutions Report recaps the 'Driving Growth Through AI-Enabled... read more
John O'Connell was profiled by Authority Magazine, participating in a '5 Things'... read more
In this bylined article for Advisorpedia, John O'Connell examines the fundamental shortcomings... read more
This article from Action! Magazine powered by AdvisorEngine focuses on a conversation... read more
John O'Connell penned this article for Barron's Advisor on 'Why Wealth Management... read more
