Rob Dilbone, managing director, TradePMR and John O’Connell, founder, The Oasis Group as the duo discuss how advisors can leverage their firm’s data to improve client engagement and firm valuation in a down market.
The topic of environmental, social, and governance (ESG) investing is a polarizing... read more
RIA firm data can influence everything from operations to client service to... read more
John O'Connell will be leading a panel on AI and data, as... read more
John discusses mentors he’s had in the past; his inspiration for his... read more
The financial advisor event anticipates a record number of attendees with a... read more
Rob Dilbone, managing director, TradePMR and John O’Connell, founder, The Oasis Group... read more
In the article 7 Tips for Writing a Unique Value Proposition, John... read more
John discusses how to identify the value within your wealth management firm... read more
John discusses the Great Wealth Transfer, how young investors will benefit from... read more
John joins a round table discussion of Your Digital Marketing Presence for... read more
