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Practice Management

CRM strategy, fee structures, sales pipeline, segmentation, operations, growth

Designing Loops with Claude Fable 5

Most loop failures are not loop-design failures. They are model-capability failures wearing a design problem's clothes. Your termination logic was sound, your goal was testable, your spine tracked state correctly, and the loop still drifted, because the model running inside it could not sustain coherent reasoning across the number of cycles the task required. Claude...

AI WealthTech Map: The Oasis Group’s Peaks Perspective on AI Wealth Technology

Access The Oasis Group's AI WealthTech Map, a resource that financial advisors and wealth management firms can use to find leading artificial intelligence solutions and AI-focused firms serving the wealth management industry. The map follows the lifecycle of a wealth management relationship and is organized into 8 categories, identifying and categorizing 106 leading technology firms.

John O’Connell Interviewed by ThinkAdvisor: The Estate Tax Exemption Cliff Is No More. Now What?

John O'Connell was recently featured in a ThinkAdvisor Q&A on estate planning now that the estate tax cliff has been repealed. For two years, advisors prepped clients for a 2026 deadline that would have halved the exemption. Then the One Big Beautiful Bill Act erased the sunset and set it permanently at $15 million...

John O’Connell Featured in Advisorpedia: The Advisor Shortage Is a Design Problem. Treat It Like One.

John O'Connell was recently featured in Advisorpedia arguing that firms misdiagnose the advisor shortage. 37% of advisors are planning to retire within a decade and demand is outpacing the talent pipeline, yet most firms treat it as an HR problem when it's  an operational design problem. John's prescription is to stop competing for experienced...

John O’Connell Featured in Kiplinger: How Businesses (and Advisers) Can Budget for AI Use When the Bill Keeps Changing

John O'Connell was recently featured in Kiplinger writing about how businesses and advisory firms should budget for AI. The problem isn't whether to spend, that decision is made, it's that firms treat AI like standard software when it's actually a variable cost that tracks consumption rather than headcount, so two advisers on the same...

John O’Connell Featured in Wealth Solutions Report: Is Your Firm Over-Trading Because Technology Makes It Easy?

John O'Connell wrote this piece for Wealth Solutions Report on why RIAs facing Schwab's new $5 block trade fee should look at trading discipline before touching their pricing. Most firms can reduce their fee exposure  through trading discipline alone, before any conversation about pricing strategy becomes necessary, he argues. Re-balancing frequency, drift bands, and...

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...

John O’Connell Quoted in Advisor Perspectives: AI Washing and the Advisor Shortage: Why Getting Technology Decisions Right Has Never Mattered More

John O'Connell, CEO of The Oasis Group, wrote this piece for Advisor Perspectives on why AI washing is now more than a marketing nuisance. It's become a real threat to the industry's ability to weather the coming advisor shortage. McKinsey's January 2026 analysis projected that nearly 40% of current financial advisors will retire within...