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
RIA firm data can influence everything from operations to client service to... read more
As a member of the wealth management industry, you may be thinking... read more
Rob Dilbone, managing director, TradePMR and John O’Connell, founder, The Oasis Group... read more
John joins a round table discussion of Your Digital Marketing Presence for... read more
John O'Connell will be leading a panel on AI and data, as... read more
The financial advisor event anticipates a record number of attendees with a... read more
Financial advisors in The Oasis Group community have an exclusive opportunity to... read more
Learn from some of the leading CTOs in the wealth management industry... read more
John O'Connell's session at the 2024 The Blue Vault Bowman Alts Summit... read more
