Watch this webinar replay with FINNY, an AI platform that helps advisors identify, prioritize, and automate the outbound to high-potential prospects. John O’Connell participated in FINNY’s Expert Office Hour series and discussed how financial advisors can leverage existing documents to create new content with AI.
Cybersecurity continues to be a major challenge for today’s advisory firms, who... read more
Join The Oasis Group and Syntax for a captivating fireside chat about... read more
Tax-loss harvesting has evolved from a year-end tactic to an always-on, AI-enhanced... read more
In this episode of the Fintech Impact Podcast, host Jason Pereira speaks... read more
John O’Connell discusses key trends shaping the industry with WealthManagement.com at the... read more
Your firm is executing well – but you can get even smarter.... read more
The financial advisor event anticipates a record number of attendees with a... read more
Doug Heikkinen has John on his podcast to discuss: Things to... read more
In this episode of The WealthStack Podcast by WealthManagement.com, Shannon Rosic speaks... read more
The Intention.ly & Friends Book Club brings together some of the most... read more
