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.
As a member of the wealth management industry, you may be thinking... read more
Prep for ransomware attacks or be ready to pay the price. Ransomware... read more
We're so excited to be the strategic partner for an exclusive CTO... read more
RIA firm data can influence everything from operations to client service to... read more
John discusses your firm’s Unique Value Proposition and why it is so... read more
Do you own your data? That may sound like a strange question.... read more
John O'Connell will speak on a panel of AI experts at the... read more
John O'Connell's session at the inaugural Advyzon 2024 conference provided a basic... read more
Summary: John O'Connell was featured in this article from Financial Planning Magazine... read more
John joins a round table discussion of Your Digital Marketing Presence for... read more
