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.
John O'Connell was recently published in ThinkAdvisor where he argued that the wealth transfer is a retention event most firms are already losing. Cerulli finds only 27% of investors expecting an inheritance plan to keep the family advisor, falling to 20% once it transfers, while Capgemini finds 81% switch within a year or two....
John O'Connell was recently published in PowerAdvice on who really wins and loses now that Vanguard is buying Altruist. He walks through six constituencies. Schwab is exposed but not endangered, with its cash sweep business the clearest target. Altruist's existing advisors are the clearest winners, gaining Vanguard's balance sheet for free, while Fidelity, Robinhood,...
John O'Connell was recently featured in Wealth Solutions Report where he discussed a new legal risk from AI notetakers. The notetaker in your client meetings isn't a passive tool, it's a third party recording people who may never have agreed to be recorded. A federal judge in the Otter.ai privacy litigation let the core...
Most loop failures are not loop-design failures. They are model-capability failures wearing a design problem's clothes. Your termination logic was sound, your goal was testable, your spine tracked state correctly, and the loop still drifted, because the model running inside it could not sustain coherent reasoning across the number of cycles the task required. Claude...
John O'Connell was recently published in Kiplinger on why most firms miscalculate AI ROI. His argument is that the vendor's token bill is just the tip of the iceberg, and the costs that actually decide whether AI pays off never appear on that invoice. There are three: review, because every output reaching a client...
John O'Connell was recently published in Advisor Perspectives on the AI-washing problem in WealthTech. Just as greenwashing described managers marketing ESG claims they couldn't back up, AI washing describes vendors relabeling rules-based automation as AI to justify premium pricing, and the market is now flooded with claims of wildly varying credibility. His single most...
John O'Connell was recently featured in The Wealth Advisor on a fiduciary risk that emerges as AI gets better, not worse. Firms have spent two years worrying about whether AI gives advisors bad answers, but his concern is what happens once the tool is reliable enough that advisors gradually stop checking its work. John...
John O'Connell was recently featured in Professional Wealth Management with an article on a risk most firms aren't pricing into their AI rollout. Firms have spent two years worrying about whether AI tools are accurate, but the bigger question is what happens to advisor judgment once the tool is reliable enough to trust most...
