John O’Connell Interviewed on the Swift Cam at the 2025 Schwab IMPACT Conference
Marie Swift of Impact Communications interviews John O’Connell on the Swift Cam, live at the 2025 Schwab IMPACT Conference. John discusses the session he’s leading at the conference, where he’s sharing how financial advisors are using AI to shape the future, exploring practical applications of AI for the advisor community, and discussing what’s on the horizon for the broader industry. He shares that while 2025 was the year of the AI note taker, he believes 2026 will be the year of advisors leveraging LLMs to build their own AI agents, and 2027 will truly be the year of AI agent adoption.
