Grow your business and transform it with our incredible resources!
Benefit from our practical advice to grow your sales pipeline, create sales processes that work, and close deals.
Access case studies highlighting successful projects and the latest trends in technology evolutions.
Learn leadership strategies and best practices for leading start-ups through growth phases, acquisitions, and IPOs.
Gain valuable information about how to effectively select technologies, deliver successful implementation projects, and manage large-scale technology transformations.
Every prospect is different—interests, timelines, and engagement levels all vary. Treating them the same because your CRM can’t segment effectively means missed opportunities. Consistent growth comes from communicating relevantly and responding to each prospect based on where they truly are in their journey.
This article from Wealth Solutions Report recaps the 'Driving Growth Through AI-Enabled Operational Excellence' panel from the 2026 T3 Technology Conference, which John O’Connell participated in with Larry Roth of Ascentix Partners and Rashmi Badwe of TIAA Wealth Management.
John O’Connell was interviewed on the T3 Social Cam at the 2026 T3 Technology Conference, where he talked about the value of T3’s inaugural AI University, including his session where he demonstrated how wealth managers can leverage today’s leading AI tools to enhance every step of their business process.
John O’Connell was featured in TechFinitive's CIO Playbook 2026, discussing what tech leaders really think about enterprise AI adoption. John stresses that solving data quality and governance challenges is essential to scaling AI effectively.
John O'Connell was published in Advisor Perspectives by Vetta Fi where he discusses how wealth management firms often struggle with fragmented technology. CRMs and email marketing platforms—vital tools for advisors and marketers—operate in isolation, trapping valuable behavioral intelligence in separate systems.
John O'Connell was featured in this blog post from RightCapital discussing how to evaluate AI WealthTech, noting that it's easy to be impressed by each tool you evaluate - especially if you haven't yet seen the practical value of AI in real life.
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 O’Connell was featured in this Family Wealth Report article highlighting his recent appearance at AI University at the 2026 T3 Technology Conference, where he reaffirmed the importance of prompt engineering and demonstrated how prompt design can enable advisors to assemble a virtual advisory board.
