Related Posts
Buy Versus Build in Advisor Software
Doug Heikkinen has John on his podcast to discuss: Things to... read more
TradePMR Announces Dynamic Lineup of Speakers for Annual SYNERGY Conference
The financial advisor event anticipates a record number of attendees with a... read more
John O’Connell Leading a Panel and CTO Think Tank at 2025 Wealth Management EDGE Conference
John O'Connell will be leading a panel on AI and data, as... read more
7 Tips for Writing a Unique Value Proposition
In the article 7 Tips for Writing a Unique Value Proposition, John... read more
CopyTalk’s Dynamic Women & The Men Who Support Them
John discusses mentors he’s had in the past; his inspiration for his... read more
Identifying Well-Rounded Value
John discusses how to identify the value within your wealth management firm... read more
Finding Your Unique Value Proposition
Pam Krueger, creator and co-host of MoneyTrack on PBS, interviews John on... read more
Tapping the Power of Your Firm’s Data in a Down Market
Rob Dilbone, managing director, TradePMR and John O’Connell, founder, The Oasis Group... read more
John O’Connell to Speak at the 2025 Advyzon Conference: Utilizing Technology to Grow and Drive Efficiencies
John O’Connell will speak on a panel of technology experts at the... read more
The Oasis Group at WealthStack 2023
We're so excited to be the strategic partner for an exclusive CTO... read more