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.
John shares his inspiration for writing his recent book, The Rise of... read more
John O'Connell's session at the 2024 The Blue Vault Bowman Alts Summit... read more
John O’Connell was featured in this article from Wealth Solutions Report, recapping... read more
John O’Connell was featured in this Family Wealth Report article highlighting his... read more
John discusses your firm’s Unique Value Proposition and why it is so... read more
John discusses the Great Wealth Transfer, how young investors will benefit from... read more
Doug Heikkinen has John on his podcast to discuss: Things to... read more
John O'Connell is speaking at the 2026 FIRMA National Risk Management Training... read more
As a member of the wealth management industry, you may be thinking... read more
The Department of Homeland Security has set up a page warning of... read more
