John O’Connell participated in a webinar with Visory, a hands-on technology and cybersecurity partner for financial advisors, where he discussed how cybersecurity and managed IT have become vital components of an advisory firm’s value proposition. He also shared how firms can leverage a robust cybersecurity plan as a competitive edge in the market.
John O'Connell participated in a webinar on September 24th with Morningstar Wealth... read more
In this special collection of The White Report recorded live in the read more
Are you prepared for the evolving threats facing the wealth management industry?... read more
Do you own your data? That may sound like a strange question.... read more
At the 2024 Wealth Management EDGE Conference in Hollywood, Florida, John O'Connell... read more
John shares his inspiration for writing his recent book, The Rise of... read more
John discusses mentors he’s had in the past; his inspiration for his... read more
John joins a round table discussion of Your Digital Marketing Presence for... read more
John O'Connell's session at the 2024 The Blue Vault Bowman Alts Summit... read more
John discusses your firm’s Unique Value Proposition and why it is so... read more
