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Rain Maker’s Roundup with John O’Connell
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John O’Connell Published In Advisor Perspectives by Vetta Fi: Your CRM Doesn’t Talk to Your Email — And That’s a Problem
John O'Connell was published in Advisor Perspectives by Vetta Fi where he... read more
John O’Connell Quoted in RIABiz on the Scramble for Morningstar Office Users
John O'Connell was quoted in this article from RIABiz discussing how various... read more
The Differences Between Structured and Unstructured Data for Your RIA
RIA firm data can influence everything from operations to client service to... read more
Ransomware on the rise and the risks to Financial Services firms
Prep for ransomware attacks or be ready to pay the price. Ransomware... read more
John O’Connell Published in WealthManagement.com: Prediction Markets Find Their Regulatory Footing, But the Boundaries Remain Clear
John O'Connell authored this piece for WealthManagement.com, discussing how prediction markets have... read more
John O’Connell Featured in The Daily Upside: These Are the Best AI Prospecting Tools for Advisors
In this article from The Daily Upside, John O'Connell provides exclusive insights... read more
John O’Connell Published in Advisor Perspectives by VettaFi: Secure Your Digital Life by Using Multiple Email Accounts
The Oasis Group CEO John O’Connell wrote this bylined article that was... read more
John O’Connell Featured in Wealth Solutions Report: T3: AI-Enabled Operational Excellence And CRMs In The Age Of AI
This article from Wealth Solutions Report recaps the 'Driving Growth Through AI-Enabled... read more
John O’Connell Featured in The Daily Upside: Advisors Feel Underskilled, Overwhelmed With Private Assets
John O'Connell was featured in this article from The Daily Upside where... read more