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 delivers a Master Class on how to build your Unique Value... read more
The financial advisor event anticipates a record number of attendees with a... read more
In the article 7 Tips for Writing a Unique Value Proposition, John... read more
Rob Dilbone, managing director, TradePMR and John O’Connell, founder, The Oasis Group... read more
John discusses the Great Wealth Transfer, how young investors will benefit from... read more
The RIA technology landscape is evolving rapidly - it seems like there... read more
John O'Connell will speak on a panel of AI experts at the... read more
As a member of the wealth management industry, you may be thinking... read more
The Department of Homeland Security has set up a page warning of... read more
John discusses how to identify the value within your wealth management firm... read more
