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
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).
Many firms have yet to start their planning for the eventual move to T+1. This is a large risk to their business and is likely to result in increased costs to achieve compressed time frames resulting from their delay to act.
Doug Heikkinen has John on his podcast to discuss: Things to be aware of when deciding whether to buy or build software. What advisors should keep in mind about cybersecurity. When you should consider building proprietary software. Recorded at the MarketCounsel Summit 2021 Advisorpedia
John joins a round table discussion of Your Digital Marketing Presence for financial services and wealth management firms with the hosts of GetReal!, Meg Hannington and Genevieve E. Thayer. Watch Now
John discusses your firm’s Unique Value Proposition and why it is so important for growing your financial services and wealth management firm with the hosts of GetReal!, Meg Hannington and Genevieve E. Thayer. Watch Now
John discusses how to identify the value within your wealth management firm on this episode of Insights for Independence. Listen to the Interview
John delivers a Master Class on how to build your Unique Value Proposition for your wealth management firm for First Ascent Asset Management. Learn More
Pam Krueger, creator and co-host of MoneyTrack on PBS, interviews John on how The Oasis Group helps firms to find and promote their Unique Value Proposition at the Advisor Thought Leader Summit in Kansas City, MO.
