John joins Marguerita Cheng on her podcast and video show, Margaritas with Marguerita. Rita asks John:
The Oasis Group CEO John O’Connell wrote this bylined article that was... read more
John O'Connell was quoted in this article from The Daily Upside on... read more
John O’Connell offers insights to Action! Magazine regarding strategies for advisors in... read more
In this Swift Cam video interview from the 2024 Schwab IMPACT Conference,... read more
In this not-to-be-missed episode, recorded live from Schwab IMPACT, John O’Connell and... read more
John O'Connell was quoted in Financial Planning discussing how even though financial... read more
Do you own your data? That may sound like a strange question.... read more
John O'Connell weighs in on the CFP's release of a "Generative AI... read more
In this article from Financial Planning Magazine, John O'Connell weighs in on... read more
RIA client data comes in many forms – while some data may... read more
