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.
In this fast-paced, high-impact keynote, which will be presented at the Financial... 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
John discusses your firm’s Unique Value Proposition and why it is so... read more
Doug Heikkinen has John on his podcast to discuss: Things to... read more
TradePMR has issued a warning in a new white paper to Registered... 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
As a member of the wealth management industry, you may be thinking... read more
As a member of the wealth management industry, you may be thinking... read more
