Insights From The Oasis Group

Grow your business and transform it with our incredible resources!

Our library is packed with actionable insights from experienced professionals in start-ups, massive enterprises, sales, technology, business management, and financial services. With so many expert perspectives and tried-and-tested knowledge, there’s something for everyone here.

Sales
Professionals

Benefit from our practical advice to grow your sales pipeline, create sales processes that work, and close deals.

Technology
Experts

Access case studies highlighting successful projects and the latest trends in technology evolutions.

Business
Owners

Learn leadership strategies and best practices for leading start-ups through growth phases, acquisitions, and IPOs.

Financial Services Leaders

Gain valuable information about how to effectively select technologies, deliver successful implementation projects, and manage large-scale technology transformations.

Every Wealth Manager Needs to Know About MOVEit

The MOVEit breach effects the clients of every wealth manager in America. This article not hyperbole or written to scare the reader. This article will cover: Defining the breach in executive terms, the meaning of the breach to your clients and your firm, the steps you can recommend for your clients today, and the steps...

Protecting Your Firm: The Power of People, Process, and Technology

Cybersecurity continues to be a major challenge for today’s advisory firms, who must navigate not only increasingly sophisticated cyber threats, but also evolving regulations surrounding their cybersecurity policies. From his seat as a tenured technology consultant, John O’Connell, founder and CEO of The Oasis Group, has seen it all. In this webinar replay, John and guest Adrian...

John O’Connell on Values-based Investing, the Cybersecurity Education and the Future of AI in Fintech

Tune in to the final episode of this season’s On the Circuit, John O’Connell of The Oasis Group sits down with Three Crowns Marketing to discuss values-based investing, the Great Wealth Transfer, cybersecurity education and the future of AI in fintech.

The Oasis Group Announces Launch of Online Training Platform Set to Transform the Wealth Management Industry

Developed by industry veteran John O’Connell, the courses are built to provide in-depth, educational information about cybersecurity, revenue processes, & more. MONROE TOWNSHIP, NEW JERSEY, UNITED STATES, July 19, 2023 -- The Oasis Group, a leading provider of hands-on consulting and advisory services for wealth management and financial technology firms, today announces the launch of its online training...

Myriad Advisor Solutions Announces New Podcast to Help Small Business Owners Excel

Plus Goldman Sachs entrepreneurship certificate, South Africa conference and other news WAUKEE, Iowa, July 18, 2023 /PRNewswire/ -- Myriad Advisor Solutions (Myriad), a long-established, full-service business advisory firm, today announced that they are launching a new podcast titled The White Report. Hosted by Myriad's own Chief Executive officer, Danielle White (White), The White Report provides actionable steps and advice to small business owners at every stage of...