CRM strategy, fee structures, sales pipeline, segmentation, operations, growth
After three decades in financial services, I've learned to pay close attention to what regulators say. Right now, a lot of RIA principals have looked at the current SEC and decided they have breathing room on AI. I understand the reasoning. I disagree with the conclusion. Find out why the next 3-4 years represent an...
In this episode of The WealthTech Podcast, John O’Connell breaks down what’s really happening at the intersection of AI, data, and modern wealth tech infrastructure. From dirty data and disconnected systems to the rise of AI-first platforms, this conversation gets into what advisors and family offices must do now to stay competitive.
This article from Advisorpedia highlights the most impactful parts of the 2026 T3 Technology Conference, including John O'Connell's session at AI University and the launch of The Oasis Group's AI Readiness Index.
In this insightful webinar titled 'Beyond the Template: How RIAs Build a Signature Client Experience', John O’Connell of The Oasis Group and Jack Martin of Amplify had a candid conversation about how forward-thinking RIAs are shifting their mindset from “technology platform” to “experience engine.”
In this article from Barron's Advisor, John O'Connell discusses the biggest hurdles that small and mid-size RIA firms face when deciding whether to continue to remain independent, or sell to a larger firm in a market dominated by consolidation and scale.
In this article from Financial Planning Magazine, discussing how AI may be intensifying work for and burning out financial advisors, John O'Connell said that AI tools transition time from administrative tasks to higher-value tasks, such as client engagement.
John O'Connell authored this article for Wealth Management Magazine, discussing how Google Finance now displays prediction market data from Kalshi and Polymarket alongside traditional financial and market information—the first mainstream integration of event-based probabilities.
John O'Connell was featured in this Financial Planning Magazine article covering a panel that John O'Connell moderated at the 2026 T3 Technology Conference, titled "From Prospecting to Annual Review: How Al Is Transforming Wealth Management".
Every prospect is different—interests, timelines, and engagement levels all vary. Treating them the same because your CRM can’t segment effectively means missed opportunities. Consistent growth comes from communicating relevantly and responding to each prospect based on where they truly are in their journey.
This article from Wealth Solutions Report recaps the 'Driving Growth Through AI-Enabled Operational Excellence' panel from the 2026 T3 Technology Conference, which John O’Connell participated in with Larry Roth of Ascentix Partners and Rashmi Badwe of TIAA Wealth Management.
