John O’Connell Featured in Rethinking65:Expanding AI Usage? Start in the Back Office
John O'Connell wrote this piece for Rethinking65 on why advisors expanding their AI use should start in the back office, not with clients. According to J.D. Power's 2025 U.S. Financial Advisor Satisfaction Study, 35% of advisors identified AI as the top technology their firms should invest in, and satisfaction scores were measurably higher among...