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.
Cybersecurity continues to be a major challenge for today’s advisory firms, who... read more
Doug Heikkinen has John on his podcast to discuss: Things to... read more
Are you ready to unlock the power of data for your RIA?... read more
Join The Oasis Group and Syntax for a captivating fireside chat about... read more
TradePMR has issued a warning in a new white paper to Registered... read more
Rain Maker’s Roundup host, Mark Iorio, takes a look at the financial... read more
John delivers a Master Class on how to build your Unique Value... read more
John discusses how to identify the value within your wealth management firm... read more
RIA client data comes in many forms – while some data may... read more
Do you own your data? That may sound like a strange question.... read more
