In this episode of TradePMR’s Synergize podcast, John O’Connell discusses how AI is replacing many of the transactional elements that advisors have traditionally done and highlights the importance of RIAs strengthening their emotional connections with clients as part of their growth strategies.
Join The Oasis Group and Syntax for a captivating fireside chat about... read more
Watch this webinar replay led by John O'Connell, as he presents key... read more
The topic of environmental, social, and governance (ESG) investing is a polarizing... read more
In this Swift Cam video interview from the 2025 Advyzon Conference, John... read more
John joins Nicole Casperson as he discusses the risks of ransomware and... read more
Rob Dilbone, managing director, TradePMR and John O’Connell, founder, The Oasis Group... read more
Doug Heikkinen has John on his podcast to discuss: Things to... read more
John O' Connell was interviewed on The Investipal Podcast discussing the changing... read more
Join John O’Connell of The Oasis Group, Amar Ahluwalia of OneVest, and... read more
We're so excited to be the strategic partner for an exclusive CTO... read more
