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Practice Management

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

www.goRIA.com John O'Connell Founder of the Oasis Group T3 2026

John O’Connell Interviewed on the goRIA Podcast Fueled by InvestmentNews at the 2026 T3 Technology Tools For Today Conference

John O'Connell was interviewed on the goRIA Podcast fueled by InvestmentNews LIVE at the 2026 T3 Technology Tools for Today Conference in New Orleans. In this segment, John speaks with host Chuck Failla on how to tell if your RIA is AI ready - highlighting The Oasis Group's new AI Readiness Index.

March 9, 2026By News, Podcast, Video, , Read more...
John O'Connell Published in Wealth Solutions Report: Google Finance Brings Sophisticated Research Tools Without The Enterprise Price Tag

John O’Connell Published in Wealth Solutions Report: Google Finance Brings Sophisticated Research Tools Without The Enterprise Price Tag

John O'Connell wrote this article for Wealth Solutions Report discussing how Google Finance just made enterprise-level market research accessible without enterprise pricing. Google Finance’s new AI upgrade marks a major shift in market research accessibility.

March 3, 2026By Article, News, Read more...
John O'Connell Quoted in Financial Planning Magazine: If AI is a bubble, how can advisors prepare?

John O’Connell Quoted in Financial Planning Magazine: If AI is a bubble, how can advisors prepare?

John O'Connell is quoted in this article from Financial Planning Magazine discussing the concerns about AI overconcentration in the stock market - and how advisors can prepare if AI truly is a bubble. According to O’Connell, businesses across all sectors are using AI both to drive growth and to cut operating costs, but the full...

March 2, 2026By Article, NewsRead more...
John O'Connell Featured in RIABiz: Schwab's new $5-per-RIA-client trading fees set to activate Tuesday

John O’Connell Featured in RIABiz: Schwab’s new $5-per-RIA-client trading fees set to activate Tuesday

John O’Connell was featured in this RIABiz article discussing Schwab's new $5-per-RIA-client trading fees that started on Tuesday, March 3rd, 2026, saying it doesn’t undermine the AUM model, but pushes firms toward clearer differentiation between low-turnover allocation models and higher-touch, higher-activity investment strategies.

February 27, 2026By Article, NewsRead more...
Oasis Group And Practifi Address CRM Selection In Research

John O’Connell Featured in Wealth Solutions Report: Oasis Group And Practifi Address CRM Selection In Research

The Oasis Group recently released a new white paper on customer relationship management (CRM) selection in wealth management, sponsored by Practifi, a CRM provider for financial advisors - covered in this feature article published in Wealth Solutions Report.

February 17, 2026By Article, News, , Read more...

Your Wealth Management CRM Doesn’t Have Sales Stages – And It’s Costing You Clients

Your conversion process has stages whether your CRM acknowledges them or not. Prospects move from initial interest through discovery, evaluation, decision-making, and commitment. Managing this process without structured stages is like running a portfolio without knowing your asset allocation; you're missing the fundamental organizing principle that makes everything else make sense.

February 16, 2026By Peaks PerspectiveRead more...
Webinar: AI-Enhanced Phishing Attacks: Why Traditional Training Isn't Enough & What Actually Works

Webinar: AI-Enhanced Phishing Attacks: Why Traditional Training Isn’t Enough & What Actually Works

In this insightful webinar, John O'Connell and Tim O'Connell delve into AI-enhanced phishing attacks, discussing how major financial institutions have recently fallen victim to sophisticated attacks. AI is making phishing attacks so convincing that even trained employees can't tell the difference between legitimate and malicious communications.

February 16, 2026By Webinar, , Read more...
John O'Connell Speaking at 2026 FIRMA National Risk Management Training Conference: Practical AI in Wealth Management

John O’Connell Speaking at 2026 FIRMA National Risk Management Training Conference: Practical AI in Wealth Management

John O'Connell is speaking at the 2026 FIRMA National Risk Management Training Conference, taking place May 12-15, 2026 in Litchfield Park, Arizona, on how AI is being applied in wealth management to enhance decision-making, operational efficiency, and client engagement.

February 12, 2026By Speaking, , Read more...