What changes in an advisory firm’s workflow when AI starts doing part of the work? John O’Connell, founder and CEO of The Oasis Group, joined host Phil Buchanan on Cannon Financial Institute’s The Cannon Curve to discuss where AI can help wealth management firms and where advisors’ judgment matters most.

John shares a practical example from The Oasis Group’s work. AI can draft notes from client documents and point reviewers to the relevant pages, making it easier for the team to check each detail against the source. He and Phil also discuss how firm leaders can identify where AI will make the biggest difference and give advisors more time to spend with clients.

Listen to the full episode of The Cannon Curve