John O’Connell Featured in Wealth Solutions Report: T3’s AI University: Agents, Prospecting And Transformation
John O’Connell was featured in this article from Wealth Solutions Report, recapping AI University from the 2026 T3 Technology Tools for Today Conference. John’s session, titled “From Prospecting to Annual Review: How AI is Transforming Wealth Management”, explored use cases for AI as well as ways to manage common problems. John highlighted how advisors can effectively apply and manage AI tools and pushed back on claims that “prompting is dead,” emphasizing that strong prompts are still essential for high-quality AI outputs. He also clarified the distinction between primary AI models (like ChatGPT, Claude, Gemini, and Llama) that are built on large training datasets, and secondary models (such as CoPilot, Jasper, and Perplexity) that build specialized capabilities on top of those core systems.
