John O’Connell Featured in InvestmentNews: What new RIA’s should be prioritizing in 2025

John O’Connell Featured in InvestmentNews: What new RIA’s should be prioritizing in 2025

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.”

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