Related Posts
Identifying Well-Rounded Value
John discusses how to identify the value within your wealth management firm... read more
RIAs Weigh In: Three Tips for Advisors Evaluating Prospective Vendors
The RIA technology landscape is evolving rapidly - it seems like there... read more
TradePMR Announces Dynamic Lineup of Speakers for Annual SYNERGY Conference
The financial advisor event anticipates a record number of attendees with a... read more
ESG, ETFs, and Activist Investing
The topic of environmental, social, and governance (ESG) investing is a polarizing... read more
Why Financial Advisors Should Focus on ESG, Thematic Investing, and Activist Investing
John shares his inspiration for writing his recent book, The Rise of... read more
John O’Connell Featured in Wealth Solutions Report: T3’s AI University: Agents, Prospecting And Transformation
John O’Connell was featured in this article from Wealth Solutions Report, recapping... read more
John O’Connell to Speak at 2024 MarketCounsel Summit on Artificial Intelligence: Logarithmic Growth Through the Power of AI
John O'Connell will speak on a panel of AI experts at the... read more
TradePMR Issues Warning to RIAs in New White Paper: It’s Time to Understand Ownership of Client Data
TradePMR has issued a warning in a new white paper to Registered... read more
7 Tips for Writing a Unique Value Proposition
In the article 7 Tips for Writing a Unique Value Proposition, John... read more
Sustainability 2100 Keynote – ESG, Sustainability, and The Rise of The Activist Investor
Next generation investors globally witnessed an incredible amount of social change and... read more