Your conversion process has stages whether your CRM acknowledges them or not. Prospects move from initial interest through discovery, evaluation, decision-making, and commitment. Managing this process without structured stages is like running a portfolio without knowing your asset allocation; you're missing the fundamental organizing principle that makes everything else make sense.
CRMs and email marketing platforms exist in parallel universes that don't communicate with each other. The firms that grow consistently aren't those with perfectly integrated technology stacks. They're the ones who understand their systems' limitations and build processes ensuring critical information doesn't get lost in the gaps.
John O'Connell shares valuable insights in this article from Financial Planning Magazine, discussing how advisors and other financial services professionals who rely heavily on social media to reach clients and prospects are increasingly confronting a trade-off: Stay active on channels they no longer trust, or walk away from a built-in audience.
In this article by Marie Swift published in Wealth Solutions Report, she discusses brand voice standards in the age of AI and reflects on insights gleaned during a recent conversation with John O’Connell, discussing how The Oasis Group approaches brand voice using modern tools including Claude Enterprise.
The Oasis Group CEO John O’Connell was featured in an article in Financial Planning Magazine on how financial advisors can use social media compliantly to reach younger generations and take advantage of the great wealth transfer.
The Oasis Group CEO John O’Connell wrote this bylined article that was published in Advisor Perspectives by VettaFi, where he elaborates on how a Chief Growth Officer differs from a CMO and shares why your wealth management firm needs a CGO to spark organic growth.
In the dynamic landscape of wealth management, the quest for sustainable growth has never been more challenging or crucial. Many firms are struggling to create organic growth as shown in industry studies.
