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.
John O'Connell will speak on a panel of AI experts at the... read more
John discusses mentors he’s had in the past; his inspiration for his... read more
For two decades, T3 has been the go-to destination for financial services... read more
Millions of current, former, and prospective customers’ personal data has been compromised... read more
The financial advisor event anticipates a record number of attendees with a... read more
John discusses your firm’s Unique Value Proposition and why it is so... read more
John shares his inspiration for writing his recent book, The Rise of... read more
Learn from some of the leading CTOs in the wealth management industry... read more
Financial advisors in The Oasis Group community have an exclusive opportunity to... read more
John discusses the societal forces and social movements that are causing the... read more
