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.
Learn from some of the leading CTOs in the wealth management industry... read more
Your firm is executing well – but you can get even smarter.... read more
RIA client data comes in many forms – while some data may... read more
Cybersecurity adoption is still low among advisory firms, but it’s critical for... read more
John O'Connell will participate in a webinar on September 24th at 12:30pm... read more
Rob Dilbone, managing director, TradePMR and John O’Connell, founder, The Oasis Group... read more
The financial advisor event anticipates a record number of attendees with a... read more
In this not-to-be-missed episode, recorded live from Schwab IMPACT, John O’Connell and... read more
In the article 7 Tips for Writing a Unique Value Proposition, John... read more
In this special collection of The White Report recorded live in the read more
