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 Great Wealth Transfer, how young investors will benefit from... read more
John O’Connell was featured in this Family Wealth Report article highlighting his... read more
In this fast-paced, high-impact keynote, which will be presented at the Financial... read more
Prep for ransomware attacks or be ready to pay the price. Ransomware... read more
John discusses how to identify the value within your wealth management firm... read more
John discusses your firm’s Unique Value Proposition and why it is so... read more
The RIA technology landscape is evolving rapidly - it seems like there... read more
John joins Nicole Casperson as he discusses the risks of ransomware and... read more
Millions of current, former, and prospective customers’ personal data has been compromised... read more
Do you own your data? That may sound like a strange question.... read more
