Practice Management Archives | Page 22 of 27

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

Teens in circle holding smart mobile phones - Multicultural young people using cellphones outside - Teenagers addicted to new technology concept

Navigating the Digital Minefield: A Guide for Financial Advisors on TikTok and Temu

In an era where digital convenience intersects with unparalleled risks, financial advisors and wealth managers are tasked with safeguarding more than just financial assets; the protection of personal and client data stands paramount. Amidst this backdrop, two applications, TikTok and Temu, emerge as subjects of increasing concern over privacy practices.

March 19, 2024By John O'ConnellPeaks PerspectiveCybersecurity, Practice ManagementRead more...

John O’Connell Shares How Advisors Can Create Innovative Service Offerings in Action! Magazine

John O’Connell offers insights to Action! Magazine regarding strategies for advisors in shaping their service offerings, highlighting the necessity of embracing innovation to propel growth and elevate client satisfaction effectively.

March 15, 2024By John O'ConnellArticle, NewsPractice ManagementRead more...

Retail Investors and The Rise Alternative Investments

The Blue Vault Bowman Alts Summit 2024: Retail Investors and The Rise of Alternative Investments

John O'Connell's session at the 2024 The Blue Vault Bowman Alts Summit discussed the rise of alternative investments among younger investors and main street millionaires. He also explored the findings in Blue Vault’s newly released Alts & Tech white paper and revealed the revolutionary solutions available to wealth advisors today for researching, processing, managing, and...

March 13, 2024By John O'ConnellSpeakingConferences, Practice ManagementRead more...

The Future of Investing Is Direct Indexing: A Fireside Chat with Industry Leaders

Join The Oasis Group and Syntax for a captivating fireside chat about the rising trend of direct indexing. This innovative approach to portfolio management is shaking up the industry, and this webinar will equip you with the knowledge and tools you need to stay ahead of the curve.

February 28, 2024By John O'ConnellWebinarPractice ManagementRead more...

John O’Connell Published in Advisor Perspectives by VettaFi: Start Your Year with A Technology Assessment

The Oasis Group CEO John O’Connell wrote this bylined article that was published in Advisor Perspectives by VettaFi, where he discusses how to perform a technology assessment and evaluate your tech stack, detailing the main reasons to do so: aligning your tech stack with your growth strategy, ensuring protection through contract terms and performance through...

February 27, 2024By John O'ConnellArticle, NewsPractice Management, WealthTechRead more...

Advyzon Conference 2024: Next Generation Insights Using Your Data and AI

John O'Connell's session at the inaugural Advyzon 2024 conference provided a basic overview of artificial intelligence beyond Chat-GPT empowering attendees to gain an comprehensive understanding of artificial intelligence and the types of AI.

February 22, 2024By John O'ConnellSpeakingAI, Conferences, Practice ManagementRead more...

Ransomware Group BlackCat/ALPHV Weaponizes SEC Disclosure Rules

The digital era has brought with it an increase in cyber threats that target businesses of all sizes. As a response to this growing problem, the SEC introduced new regulations that compel companies to publicly disclose their breaches within specific deadlines.

February 13, 2024By John O'ConnellPeaks PerspectiveCompliance, Cybersecurity, Practice ManagementRead more...

In the Suite Podcast With John O’Connell: Tech Transformation and Business Growth

In this not-to-be-missed episode, recorded live from Schwab IMPACT, John O’Connell and Tina Powell delve deep into how he’s navigated the tech world and transformed himself from a Programmer to an entrepreneur masterfully leading a company to its first IPO. Hear more about his journey to becoming the CEO and Founder of The Oasis Group,...

February 9, 2024By John O'ConnellPodcastConferences, Practice ManagementRead more...

Three people having a discussion about technology

John O’Connell Published in Advisor Perspectives by VettaFi: Key Considerations for Selecting Technology

The Oasis Group CEO John O’Connell wrote this bylined article that was published in Advisor Perspectives by VettaFi, in which he discusses key considerations for how wealth management firms can approach selecting technology providers.

February 5, 2024By John O'ConnellArticle, NewsPractice Management, WealthTechRead more...

The Evolution of the cto WealthManagement.com Webinar

The Evolution of the CTO: Think Tank Insights Reshaping the Buy-Side

January 17, 2024By John O'ConnellWebinarPractice ManagementRead more...

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