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.
Join John O’Connell of The Oasis Group, Amar Ahluwalia of OneVest, and... read more
In this episode of Trade PMR's Synergize podcast John O'Connell discusses the... read more
In this episode of The WealthStack Podcast by WealthManagement.com, Shannon Rosic speaks... read more
Do you own your data? That may sound like a strange question.... read more
Join The Oasis Group and Syntax for a captivating fireside chat about... read more
John discusses the societal forces and social movements that are causing the... read more
The topic of environmental, social, and governance (ESG) investing is a polarizing... read more
Your firm is executing well – but you can get even smarter.... read more
John O'Connell will participate in a webinar on Sept. 25th with Visory,... read more
Financial advisors, wealth management execs, and technology and operations leaders looking to... read more
