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.
Millions of current, former, and prospective customers’ personal data has been compromised... read more
John O'Connell will be leading a panel on AI and data, as... read more
John O'Connell will speak on a panel of AI experts at the... read more
John O'Connell's session at the 2024 The Blue Vault Bowman Alts Summit... read more
As a member of the wealth management industry, you may be thinking... read more
Doug Heikkinen has John on his podcast to discuss: Things to... read more
Financial advisors in The Oasis Group community have an exclusive opportunity to... read more
Do you own your data? That may sound like a strange question.... read more
John O’Connell was featured in this article from Wealth Solutions Report, recapping... read more
Attend this Master Class to explore the various ways investors are using... read more
