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Practice Management

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

How to Manage the 4 Risks Hiding Inside Every AI-Heavy Portfolio

John O’Connell was recently published in Kiplinger, the third in his series on AI concentration risk, laying out four risks that could break the assumption holding up the AI buildout: that today’s spending gets paid back by tomorrow’s revenue. The four are demand risk, with the gap between AI spending and revenue running around...

October 20, 2026By Uncategorized, Read more...

The Full Anatomy of a Loop, and How to Build One in Under Ten Minutes

A loop has five parts. Skip one and you do not get a slower loop. You get a system that burns tokens on a dead end, or one that silently produces the wrong answer with total confidence. Understanding what each part does, and then building one yourself, takes less time than most firms spend debating...

October 19, 2026By Article, Peaks Perspective, , Read more...

An Estate Planning Roadblock? Don’t Blame the Lawyers

John O’Connell was recently published on why estate planning really takes so long at most firms, and it isn’t the attorney. John says that before any legal drafting starts, someone has to reconstruct what already exists. That discovery work is where engagements actually stall, but it stayed invisible because drafting speed is a sellable demo...

October 11, 2026By ArticleRead more...

The Trading Strategy Tax: Why Your Investment Approach Now Has a Price Tag

John O'Connell was recently published in PowerAdvice on how Schwab's new $5 Block Desk fee puts a price tag on your trading strategy. His point is that the fee looks trivial in isolation but multiplies across accounts, securities per model, and trading frequency, so a $1B active rebalancer can face roughly $450,000 a year,...

October 10, 2026By ArticleRead more...

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.

October 5, 2026By Peaks Perspective, , Read more...

Finfluencers Can Teach You Money, but They Can’t Build Your Wealth Plan

John O’Connell was recently published in Investing.com on the limits of financial influencers for high earners. His argument is that finfluencers filled a real vacuum, with 79% of millennial and Gen Z consumers turning to social media for financial advice, and the best creators genuinely help with the foundational layer: emergency funds, debt payoff,...

September 23, 2026By ArticleRead more...

John O’Connell Featured in ThinkAdvisor: The Wealth Transfer Is a Retention Event You’re Already Losing

John O'Connell was recently published in ThinkAdvisor where he argued that the wealth transfer is a retention event most firms are already losing. Cerulli finds only 27% of investors expecting an inheritance plan to keep the family advisor, falling to 20% once it transfers, while Capgemini finds 81% switch within a year or two....

September 11, 2026By UncategorizedRead more...

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...

September 1, 2026By Article, Peaks Perspective, , Read more...

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...

August 3, 2026By ArticleRead more...