CRM strategy, fee structures, sales pipeline, segmentation, operations, growth
As a member of the wealth management industry, you may be thinking about whether it is better to own your data, and if so, what are the potential risks associated. John O'Connell's discussion at the 2022 T3 conference tackled this important topic.
As the financial advisory industry has become increasingly digital, the threat of cyberattacks and data breaches has significantly increased. A set-it-and-forget-it approach to cybersecurity is no longer sufficient for modern registered investment advisors (RIAs).
Our customer received a notice from their current email, social media, Microsoft Teams, and website archiving vendor that the vendor required additional Microsoft licensing. Additional licensing would increase costs by 30%.
Financial advisors have one of the most important jobs out there - helping their clients to reach their financial goals. Unfortunately, many financial advisors struggle with a trust gap when it comes to clients. This can be especially difficult because trust is essential for advisors to develop a successful and lasting relationship with their clients....
Our customer left their broker dealer and made a strategic decision to take more control of their clients and client information. The firm needed a new set of technology solutions to achieve this vision.
Our client trusts quantitative analysis to develop investment products and strategies for the discerning institutional investor, affluent individual, and affluent family. Their investment selection model is purely quantitative and honed over four decades of experience.
Rob Dilbone, managing director, TradePMR and John O’Connell, founder, The Oasis Group as the duo discuss how advisors can leverage their firm’s data to improve client engagement and firm valuation in a down market.
As a member of the wealth management industry, you may be thinking about whether it is better to own your data, and if so, what are the potential risks associated. John O'Connell's discussion at the 2022 T3 conference tackled this important topic.
Rob Dilbone, managing director, TradePMR and John O’Connell, founder, The Oasis Group as the duo discuss how advisors can leverage their firm’s data to improve client engagement and firm valuation in a down market.
John discusses mentors he’s had in the past; his inspiration for his heroine, Eileen, in his book, Rise of The Activist Investor; and his life as a gamer in his interview with Maree Moscati, CEO of CopyTalk. Read the Interview
