Related Posts
John O’Connell Speaking at Financial Planning ADVISE AI 2025 Conference: AI in Action: Transforming Wealth Management
In this fast-paced, high-impact keynote, which will be presented at the Financial... read more
Discussing your Unique Value Proposition
John discusses your firm’s Unique Value Proposition and why it is so... read more
John O’Connell Featured in Wealth Solutions Report: T3’s AI University: Agents, Prospecting And Transformation
John O’Connell was featured in this article from Wealth Solutions Report, recapping... read more
Tapping the Power of Your Firm’s Data in a Down Market
Rob Dilbone, managing director, TradePMR and John O’Connell, founder, The Oasis Group... read more
Financial Advisors can learn from T-Mobile’s data breach
Millions of current, former, and prospective customers’ personal data has been compromised... read more
John O’Connell Spoke at Financial Planning ADVISE AI 2025 Conference: AI can whip up a financial plan in seconds. But can advisors trust it?
Summary: John O'Connell was featured in this article from Financial Planning Magazine... read more
TradePMR Annual Conference: SYNERGY22
Rob Dilbone, managing director, TradePMR and John O’Connell, founder, The Oasis Group... read more
Advyzon Conference 2024: Next Generation Insights Using Your Data and AI
John O'Connell's session at the inaugural Advyzon 2024 conference provided a basic... read more
TradePMR Issues Warning to RIAs in New White Paper: It’s Time to Understand Ownership of Client Data
TradePMR has issued a warning in a new white paper to Registered... read more
John O’Connell Featured in ETF Database by VettaFi: Exchange Conference Brings in AI Experts
This article by ETF Database by VettaFi shares details on AI experts... read more