Related Posts

Finding Your Unique Value Proposition
Pam Krueger, creator and co-host of MoneyTrack on PBS, interviews John on... read more

Buy Versus Build in Advisor Software
Doug Heikkinen has John on his podcast to discuss: Things to... read more

Identifying Well-Rounded Value
John discusses how to identify the value within your wealth management firm... read more

T3 2022: The Importance of Owning Your Data
As a member of the wealth management industry, you may be thinking... 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

The Intention.ly & Friends Book Club With John O’Connell: Rise of The Activist Investor
The Intention.ly & Friends Book Club brings together some of the most... read more

Rain Maker’s Roundup with John O’Connell
Rain Maker’s Roundup host, Mark Iorio, takes a look at the financial... read more

T3 2023: Leveraging Data for Your Practice
As a member of the wealth management industry, you may be thinking... read more

The Oasis Group at WealthStack 2023
We're so excited to be the strategic partner for an exclusive CTO... read more

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