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
Rain Maker’s Roundup host, Mark Iorio, takes a look at the financial... read more
Are you ready to unlock the power of data for your RIA?... read more
Learn from some of the leading CTOs in the wealth management industry... read more
John joins Nicole Casperson as he discusses the risks of ransomware and... read more
For two decades, T3 has been the go-to destination for financial services... read more
The financial advisor event anticipates a record number of attendees with a... read more
John O'Connell's session at the 2024 The Blue Vault Bowman Alts Summit... read more
The topic of environmental, social, and governance (ESG) investing is a polarizing... read more
At the 2024 Wealth Management EDGE Conference in Hollywood, Florida, John O'Connell... read more
