The 19th annual T3 conference took place in sunny Tampa, Florida and John O’Connell had the opportunity to partner with many thought leaders in the industry like Joel Bruckenstein, Technology Tools for Today, Brian Edelman, FCI and Scott Victoria, TradePMR, to shed light on topics like cybersecurity, risk management and more.
RIA firm data can influence everything from operations to client service to... read more
At the 2024 Wealth Management EDGE Conference in Hollywood, Florida, John O'Connell... read more
John delivers a Master Class on how to build your Unique Value... read more
John O'Connell will speak on a panel of AI experts at the... read more
The Department of Homeland Security has set up a page warning of... read more
In this fast-paced, high-impact keynote, which will be presented at the Financial... read more
John discusses mentors he’s had in the past; his inspiration for his... read more
We're so excited to be the strategic partner for an exclusive CTO... read more
John discusses your firm’s Unique Value Proposition and why it is so... read more
As a member of the wealth management industry, you may be thinking... read more
