John O'Connell authored this article for Advisor Perspectives by Vetta Fi where he highlights the many aspects of segmentation and how using an outdated CRM can have your firm leaving money on the table. John covers what modern segmentation actually looks like and segmentation capabilities many advisors are missing.
The percentage-of-assets fee is so embedded in advisory economics that most firms treat it as a fixed constant rather than a business decision. But the AUM model is neither as old nor as inevitable as it feels. Understand where it came from and why it may fail you in this Peaks Perspective article.
After three decades in financial services, I've learned to pay close attention to what regulators say. Right now, a lot of RIA principals have looked at the current SEC and decided they have breathing room on AI. I understand the reasoning. I disagree with the conclusion. Find out why the next 3-4 years represent an...
In this insightful webinar titled 'Beyond the Template: How RIAs Build a Signature Client Experience', John O’Connell of The Oasis Group and Jack Martin of Amplify had a candid conversation about how forward-thinking RIAs are shifting their mindset from “technology platform” to “experience engine.”
In this article from Barron's Advisor, John O'Connell discusses the biggest hurdles that small and mid-size RIA firms face when deciding whether to continue to remain independent, or sell to a larger firm in a market dominated by consolidation and scale.
Every prospect is different—interests, timelines, and engagement levels all vary. Treating them the same because your CRM can’t segment effectively means missed opportunities. Consistent growth comes from communicating relevantly and responding to each prospect based on where they truly are in their journey.
This article from Wealth Solutions Report recaps the 'Driving Growth Through AI-Enabled Operational Excellence' panel from the 2026 T3 Technology Conference, which John O’Connell participated in with Larry Roth of Ascentix Partners and Rashmi Badwe of TIAA Wealth Management.
John O'Connell was published in Advisor Perspectives by Vetta Fi where he discusses how wealth management firms often struggle with fragmented technology. CRMs and email marketing platforms—vital tools for advisors and marketers—operate in isolation, trapping valuable behavioral intelligence in separate systems.
John O’Connell was featured in this RIABiz article discussing Schwab's new $5-per-RIA-client trading fees that started on Tuesday, March 3rd, 2026, saying it doesn’t undermine the AUM model, but pushes firms toward clearer differentiation between low-turnover allocation models and higher-touch, higher-activity investment strategies.
In this insightful webinar, John O'Connell and Tim O'Connell delve into AI-enhanced phishing attacks, discussing how major financial institutions have recently fallen victim to sophisticated attacks. AI is making phishing attacks so convincing that even trained employees can't tell the difference between legitimate and malicious communications.
