As a member of the wealth management industry, you may be thinking about whether it is better to own your data, and if so, what are the potential risks associated. John O’Connell’s discussion at the 2022 T3 conference tackled this important topic.
John discusses mentors he’s had in the past; his inspiration for his... read more
Cybersecurity adoption is still low among advisory firms, but it’s critical for... read more
John delivers a Master Class on how to build your Unique Value... read more
We're so excited to be the strategic partner for an exclusive CTO... read more
Rob Dilbone, managing director, TradePMR and John O’Connell, founder, The Oasis Group... read more
John & Cinthia Murphy from ETF Think Tank discuss the growth of... read more
John discusses your firm’s Unique Value Proposition and why it is so... read more
Next generation investors globally witnessed an incredible amount of social change and... read more
Tune in to the latest episode of The Tony Steuer Podcast, featuring... read more
John discusses how to identify the value within your wealth management firm... read more
