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 discusses how to identify the value within your wealth management firm... read more
This article by ETF Database by VettaFi shares details on AI experts... read more
As a member of the wealth management industry, you may be thinking... read more
John O’Connell was featured in this article from Wealth Solutions Report, recapping... read more
Summary: John O'Connell was featured in this article from Financial Planning Magazine... read more
John discusses your firm’s Unique Value Proposition and why it is so... read more
Next generation investors globally witnessed an incredible amount of social change and... read more
John O’Connell will speak on a panel of technology experts at the... read more
John O'Connell's session at the inaugural Advyzon 2024 conference provided a basic... read more
The RIA technology landscape is evolving rapidly - it seems like there... read more
