CEO John O’Connell joins a panel of industry experts in this 2024 Playbook Series webinar from the National Association of Personal Financial Advisors (NAPFA), highlighting the importance of finding AI tools that address specific pain points for advisors, such as automating client engagements and streamlining financial planning processes. Additionally, the panelists discuss the potential future applications of AI.
In this webinar replay, John O’Connell, alongside Dan Cavanaugh and Erika... read more
John O’Connell, Mark Gilbert of Zocks, Stacie Craddock of Integrated Compliance Advisors,... read more
John O'Connell participated in a webinar with Practifi discussing AI in Wealth... read more
Watch this webinar replay with John O’Connell of The Oasis Group and... read more
In this webinar replay, John O’Connell and Todd Rovak, CEO of Carefull,... read more
Watch this webinar replay with John O’Connell and Hazal Sabah, ByAllAccounts Senior... read more
RIA client data comes in many forms – while some data may... read more
Are you prepared for the evolving threats facing the wealth management industry?... read more
Watch this webinar replay with John O'Connell of The Oasis Group, Ron... read more
Your firm is executing well – but you can get even smarter.... read more
