Doug Heikkinen has John on his podcast to discuss: Things to be aware of when deciding whether to buy or build software. What advisors should keep in mind about cybersecurity. When you should consider building proprietary software. Recorded at the MarketCounsel Summit 2021 Advisorpedia
Millions of current, former, and prospective customers’ personal data has been compromised by the highly sophisticated cyberattack against T-Mobile systems. Learn what financial advisors should do to be proactive to protect their clients after the cyberattack.
John joins a round table discussion of Your Digital Marketing Presence for financial services and wealth management firms with the hosts of GetReal!, Meg Hannington and Genevieve E. Thayer. Watch Now
Prep for ransomware attacks or be ready to pay the price. Ransomware attacks in the U.S. increased 300% in 2020 and cost victims $350 million. Advisors make easy targets because they publicly release AUM and hold some of the most sensitive client data that directly connects to their finances.
John joins Nicole Casperson as he discusses the risks of ransomware and how this rising threat should spark planning for wealth management firms and policies from their technology teams. Investment News, Tech Stack$, Fintech for Advisors podcast. Listen Now
Ransomware attacks are on the rise, and John O’Connell of Oasis Group points out that the costs for businesses can include not just the ransom, but reputational damage or even having the data of the company or its clients sold on the dark web. investmentnews
John discusses your firm’s Unique Value Proposition and why it is so important for growing your financial services and wealth management firm with the hosts of GetReal!, Meg Hannington and Genevieve E. Thayer. Watch Now
John discusses how to identify the value within your wealth management firm on this episode of Insights for Independence. Listen to the Interview
John delivers a Master Class on how to build your Unique Value Proposition for your wealth management firm for First Ascent Asset Management. Learn More
Pam Krueger, creator and co-host of MoneyTrack on PBS, interviews John on how The Oasis Group helps firms to find and promote their Unique Value Proposition at the Advisor Thought Leader Summit in Kansas City, MO.
