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.
Financial advisors in The Oasis Group community have an exclusive opportunity to... 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
Prep for ransomware attacks or be ready to pay the price. Ransomware... read more
As a member of the wealth management industry, you may be thinking... read more
John O'Connell's session at the inaugural Advyzon 2024 conference provided a basic... read more
John O'Connell will speak on a panel of AI experts at the... read more
Pam Krueger, creator and co-host of MoneyTrack on PBS, interviews John on... read more
In the article 7 Tips for Writing a Unique Value Proposition, John... read more
John shares his inspiration for writing his recent book, The Rise of... read more
