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 the societal forces and social movements that are causing the... read more
Do you own your data? That may sound like a strange question.... read more
Doug Heikkinen has John on his podcast to discuss: Things to... read more
Tune in to the latest episode of The Tony Steuer Podcast, featuring... read more
The RIA technology landscape is evolving rapidly - it seems like there... read more
As a member of the wealth management industry, you may be thinking... read more
John joins Marguerita Cheng on her podcast and video show, Margaritas with... read more
John discusses your firm’s Unique Value Proposition and why it is so... read more
Millions of current, former, and prospective customers’ personal data has been compromised... read more
Your firm is executing well – but you can get even smarter.... read more
