Practice Management Archives | Page 3 of 27

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

John O’Connell Quoted in Advisor Perspectives by VettaFi: The Productivity Paradox: Why AI Is Making Advisors Busier

John O'Connell was quoted in this Advisor Perspectives by VettaFi article on how AI is being paraded as the best timesaving solution — promising to streamline workflows and free up capacity for advisors to focus on higher-value work — but in reality, AI is intensifying work, not reducing it.

May 13, 2026By John O'ConnellArticle, NewsAI, Practice Management, WealthTechRead more...

From AI Assistants to AI Employees: How Agentic Workforces Are Reshaping Wealth Management Operations

In this Peaks Perspective article, Nathaniel Hettrick of The Oasis Group discusses how Agentic AI workforces are reshaping wealth management operations, sharing why The Oasis Group is adding a new category to our AI WealthTech Map and what it means for your firm.

May 1, 2026By John O'ConnellPeaks PerspectiveAI, Practice Management, WealthTechRead more...

John O’Connell Profiled in Authority Magazine: How Artificial Intelligence Can Solve Business Problems

In today’s tech-driven world, artificial intelligence has become a key enabler of business success. But the question remains — how can businesses effectively harness AI to address their unique challenges while staying true to ethical principles? To explore this topic further, Authority Magazine interviewed John O’Connell.

April 30, 2026By John O'ConnellArticle, NewsAI, Practice Management, WealthTechRead more...

John O’Connell Featured in Wealth Solutions Report: AI Washing: What It Is And How Advisors Can Spot It

John O'Connell was featured in this article from Wealth Solutions Report where he discusses AI washing and how it affects the wealthtech industry. John states that many products look like AI and are packaged as AI, but depend more on effective marketing rather than actual value.

April 28, 2026By John O'ConnellArticle, NewsAI, Practice Management, WealthTechRead more...

John O’Connell Published in Advisorpedia: FINRA Doesn’t Need the SEC’s Permission. Neither Does Your Next Examination.

John O'Connell authored this article for Advisorpedia, where he discusses the AI governance gap in the wealth management industry and how broker-dealers should govern their AI use given the lack of AI-specific rules from the SEC.

April 23, 2026By John O'ConnellArticle, NewsAI, Practice ManagementRead more...

John O’Connell Interviewed by Wealth Management at 2026 T3 Conference: From AI Curiosity to Implementation: How Firms Should Evolve Their Strategy

John O’Connell shares why wealth management is entering a new phase of AI adoption, moving from experimentation to full-scale implementation, in this WMTV video interview with Wealth Management at the 2026 T3 Technology Tools for Today Conference.

April 23, 2026By John O'ConnellNews, VideoAI, Practice Management, WealthTechRead more...

John O’Connell Published in Advisor Perspectives by Vetta Fi: Why You Can’t Segment Your Prospects (And Why That Means You’re Treating Everyone the Same)

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.

April 22, 2026By John O'ConnellArticle, NewsPractice ManagementRead more...

The Rise of AUM Fees And Why the Next Market Correction Puts the Model at Risk

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.

April 20, 2026By John O'ConnellPeaks PerspectivePractice ManagementRead more...

Webinar with Subatomic: AI Agents Without the Fear: How RIAs Can Grow Without Growing Headcount

Join John O’Connell of The Oasis Group and Sam Sova and Karl Simon, Co-Founders of Subatomic AI, for a candid, practical conversation on April 16th at 1pm ET about what agentic AI actually means for wealth management firms today.

April 9, 2026By John O'ConnellWebinarAI, Practice Management, WealthTechRead more...

John O’Connell Featured in Action! Magazine: From AI FOMO to AI strategy: A wake-up call for financial advisors

This article from Action! Magazine powered by AdvisorEngine focuses on a conversation between Suleman Din and John O'Connell at the 2025 Schwab IMPACT Conference, where they discuss the shift from AI FOMO to AI strategy in the wealth management industry.

April 8, 2026By John O'ConnellArticle, NewsAI, Practice Management, WealthTechRead more...

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