Identifying Well-Rounded Value
John discusses how to identify the value within your wealth management firm on this episode of Insights for Independence.
12Aug
Related Posts
05Nov
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
26Jan
Sustainability 2100 Keynote – ESG, Sustainability, and The Rise of The Activist Investor
Next generation investors globally witnessed an incredible amount of social change and... read more
26Jan
How to Store, Secure, and Use Your Data For a Competitive Edge
For two decades, T3 has been the go-to destination for financial services... read more
15Jun
CTO Survival Guide
Learn from some of the leading CTOs in the wealth management industry... read more
14Apr
CopyTalk’s Dynamic Women & The Men Who Support Them
John discusses mentors he’s had in the past; his inspiration for his... read more
12Feb
John O’Connell Speaking at 2026 FIRMA National Risk Management Training Conference: Practical AI in Wealth Management
John O'Connell is speaking at the 2026 FIRMA National Risk Management Training... read more
27Mar
Do You Own Your RIA Custodian Data? Let’s Find Out
Do you own your data? That may sound like a strange question.... read more
22Feb
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
01Jun
John O’Connell Leading a Panel and CTO Think Tank at 2025 Wealth Management EDGE Conference
John O'Connell will be leading a panel on AI and data, as... read more
17Nov
Why Financial Advisors Should Focus on ESG, Thematic Investing, and Activist Investing
John shares his inspiration for writing his recent book, The Rise of... read more