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
10Mar
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
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
07Feb
John O’Connell to Speak at the 2025 Advyzon Conference: Utilizing Technology to Grow and Drive Efficiencies
John O’Connell will speak on a panel of technology experts at the... read more
25Apr
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
23May
TradePMR Announces Dynamic Lineup of Speakers for Annual SYNERGY Conference
The financial advisor event anticipates a record number of attendees with a... read more
11Nov
ESG, ETFs, and Activist Investing
The topic of environmental, social, and governance (ESG) investing is a polarizing... read more
12Jan
Buy Versus Build in Advisor Software
Doug Heikkinen has John on his podcast to discuss: Things to... read more
30Jun
Ransomware on the rise and the risks to Financial Services firms
Prep for ransomware attacks or be ready to pay the price. Ransomware... read more
25Apr
TradePMR 2023: Understanding Cybersecurity & Mitigating Risk
As a member of the wealth management industry, you may be thinking... read more
30Mar
ESGs, Activism, and Value-Driven Investing: First Ascent Asset Management Master Class
Attend this Master Class to explore the various ways investors are using... read more