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 mentors he’s had in the past; his inspiration for his... read more
Next generation investors globally witnessed an incredible amount of social change and... read more
Rain Maker’s Roundup host, Mark Iorio, takes a look at the financial... read more
John discusses the Great Wealth Transfer, how young investors will benefit from... read more
John discusses the societal forces and social movements that are causing the... read more
Ransomware attacks are on the rise, and John O’Connell of Oasis Group... read more
John joins a round table discussion of Your Digital Marketing Presence for... read more
Rob Dilbone, managing director, TradePMR and John O’Connell, founder, The Oasis Group... read more
John shares his inspiration for writing his recent book, The Rise of... read more
Cybersecurity adoption is still low among advisory firms, but it’s critical for... read more
