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
08Apr
The Differences Between Structured and Unstructured Data for Your RIA
RIA firm data can influence everything from operations to client service to... read more
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
12Dec
Special Offers for the 2026 T3 Technology Conference; John O’Connell to Speak at T3’s AI University
Financial advisors in The Oasis Group community have an exclusive opportunity to... 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
21Apr
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
13Mar
The Blue Vault Bowman Alts Summit 2024: Retail Investors and The Rise of Alternative Investments
John O'Connell's session at the 2024 The Blue Vault Bowman Alts Summit... read more
11Nov
ESG, ETFs, and Activist Investing
The topic of environmental, social, and governance (ESG) investing is a polarizing... read more
15Jul
7 Tips for Writing a Unique Value Proposition
In the article 7 Tips for Writing a Unique Value Proposition, John... read more
24May
TradePMR Annual Conference: SYNERGY22
Rob Dilbone, managing director, TradePMR and John O’Connell, founder, The Oasis Group... read more
20Oct
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