John O’Connell will speak on a panel of technology experts at the 2025 Advyzon Conference, Thursday, February 13th at 9:30am ET where they’ll discuss how financial advisors can utilize fintech, wealthtech, and AI solutions to grow their practice and drive efficiencies.
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John delivers a Master Class on how to build your Unique Value... read more
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Attend this Master Class to explore the various ways investors are using... read more
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John discusses how to identify the value within your wealth management firm... read more
Summary: John O'Connell was featured in this article from Financial Planning Magazine... read more
