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John O’Connell Quoted in Barron’s: Why Some Wealth Management Firms Actively Seek Career Changers
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John O’Connell Published in Advisor Perspectives by VettaFi: AI Chatbots: Transforming Wealth Management Through Innovation
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8 Reasons to Focus on Wealthy Clients’ Debt – John O’Connell featured in ThinkAdvisor
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John O’Connell Quoted in Family Wealth Report: Software Shakeup: New AI Category Disrupting Notetakers, CRM
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John O’Connell Featured in Financial Planning Magazine: Why diversification matters when it comes to marketing
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John O’Connell Featured in Citywire: Where is the AI notetaker boom headed?
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