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John O’Connell Featured in InvestmentNews: What new RIA’s should be prioritizing in 2025
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John O’Connell Featured in The Fintech Times: WealthTech and Wealth Management in 2025 – Key Trends Shaping the Future of Finance
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John O’Connell Published in Advisor Perspectives by VettaFi: The Evolution of RIA Acquisition Models
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John O’Connell Featured in Wealth Solutions Report: AI Note Takers Help Wealth Managers: Oasis Group Study
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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 Wealth Solutions Report: Oasis Group And Practifi Address CRM Selection In Research
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John O’Connell Published in Wealth Solutions Report: The AI Agent Is Only As Smart As Your Workflow
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John O’Connell Featured in Action! Magazine: From AI FOMO to AI strategy: A wake-up call for financial advisors
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John O’Connell Featured in PlanAdviser: Matching a Wealth Platform to a Firm’s Business Model
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John O’Connell Quoted in The Daily Upside: Wealthtech Innovation Is Becoming Advisors’ Biggest Frustration
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