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.
The financial advisor event anticipates a record number of attendees with a... read more
John O'Connell will be leading a panel on AI and data, as... read more
Watch this webinar replay co-hosted by The Oasis Group and WealthManagement.com. John... read more
John discusses mentors he’s had in the past; his inspiration for his... read more
In this webinar replay, John O’Connell and Todd Rovak, CEO of Carefull,... read more
John O'Connell participated in a webinar with Practifi discussing AI in Wealth... read more
John discusses the Great Wealth Transfer, how young investors will benefit from... read more
Cybersecurity continues to be a major challenge for today’s advisory firms, who... read more
Join John O’Connell, Joel Bruckenstein of T3 Technology Tools for Today, Ted... read more
John O’Connell was interviewed on the RIA Channel at the Schwab IMPACT... read more
