Practice Management Archives | Page 7 of 27

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

Webinar with Aidentified: Using Data Intelligence to Build Deeper Client Relationships

In this webinar replay, John O’Connell, alongside Dan Cavanaugh and Erika Maynard of Aidentified, have a practical discussion on how data intelligence is transforming the advisor-client relationship. You’ll leave with actionable frameworks for turning data into stronger relationships and better client outcomes.

January 21, 2026By John O'ConnellWebinarAI, Practice Management, WealthTechRead more...

John O’Connell Featured in Wealth Solutions Report: 2026: The Year Of Serious AI Adoption

In this article from Wealth Solutions Report, John O'Connell and other wealthtech experts share their expectations on AI in the wealth management industry in 2026. John shares how he thinks that the wealth management industry stands at an inflection point.

January 14, 2026By John O'ConnellArticle, NewsAI, Practice Management, WealthTechRead more...

John O’Connell Featured in Wealth Solutions Report: Modern Trust-Based Communication That Scales As You Grow

In this article by Marie Swift published in Wealth Solutions Report, she discusses brand voice standards in the age of AI and reflects on insights gleaned during a recent conversation with John O’Connell, discussing how The Oasis Group approaches brand voice using modern tools including Claude Enterprise.

December 22, 2025By John O'ConnellArticle, NewsAI, Practice ManagementRead more...

John O’Connell Interviewed by Chris Latham: The Evolution of AI in WealthTech

In this video interview with industry reporter Chris Latham, John O'Connell discusses the major wealthtech and AI trends of 2025 in the wealth management industry, as well as trends to watch out for in 2026 and 2027.

December 17, 2025By John O'ConnellNews, VideoAI, Practice Management, WealthTechRead more...

Technology Tools for Today Special Offer $200 Dollars off Full T3 Conference Registration

Special Offers for the 2026 T3 Technology Conference; John O’Connell to Speak at T3’s AI University

Financial advisors in The Oasis Group community have an exclusive opportunity to experience the T3 Technology Conference 2026 - the largest and most respected wealthtech event in the US - with special savings. BOGO offer and $200 off promo code within!

December 12, 2025By John O'ConnellSpeakingAI, Practice Management, WealthTechRead more...

AI Governance by Design: A CTO’s Guide to Building the Future Stack – Webinar with WealthManagement.com

In this webinar with WealthManagement.com, we unpacked key findings from the recent CTO Think Tank at RIA Edge LA 2025, where top technology executives explored how to operationalize AI responsibly across architecture, governance, and culture. The discussion revealed how CTOs are transforming innovation into a repeatable, compliant discipline that drives efficiency, and transparency.

December 11, 2025By John O'ConnellWebinarAI, Practice Management, WealthTechRead more...

Webinar with AdvisorEngine: AI Prospecting Tools 101: The Advisor’s Guide

John O'Connell joined AdvisorEngine's Ned Dane and Suleman Din for this webinar: ‘AI Prospecting Tools 101: The Advisor’s Guide’. The webinar provided an overview of The Oasis Group's Peaks Research for AI Prospecting Tools and highlight key findings, offering advisors valuable insights into how AI prospecting tools perform in real settings.

November 20, 2025By John O'ConnellWebinarAI, Practice Management, WealthTechRead more...

Webinar With Mili: From Meeting Notes to Enterprise Workflows: Building AI Infrastructure That Scales

John O'Connell joined Chirag Gandhi, CEO of Mili, for a practical discussion on how wealth management enterprises are moving beyond AI pilots to build scalable, connected infrastructure that delivers measurable impact. Watch the webinar replay here.

November 19, 2025By John O'ConnellWebinarAI, Practice Management, WealthTechRead more...

Oasis Group Featured in Wealth Solutions Report Wealthtech Roundup

The Oasis Group Featured in Wealthtech Roundup from Wealth Solutions Report

In the November 2025 Wealthtech Roundup from Wealth Solutions Report, two of The Oasis Group's latest educational resources for financial professionals are highlighted: The Oasis Group's research report on AI Prospecting Tools and white paper on agentic AI in wealth management.

November 18, 2025By John O'ConnellArticle, NewsAI, Practice Management, WealthTechRead more...

Financial Planning Magazine: Dynasty RIA Intellectus Partners spins out agentic AI platform, appoints CEO

John O’Connell Featured in InvestmentNews: Dynasty RIA Intellectus Partners spins out agentic AI platform, appoints CEO

John O'Connell was quoted in this InvestmentNews article about RIA Intellectus Partners launching Intellebox.ai as an independent company and AI-driven operating system for advisory firms. The article notes that the launch comes amid growing interest in agentic AI within wealth management and highlights The Oasis Group's white paper on 'Agentic AI in Wealth Management'.

November 17, 2025By John O'ConnellArticle, NewsAI, Practice Management, WealthTechRead more...

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